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CSV import on HubSpot CRM video screenshot
CSV import on HubSpot CRM
    • 00:00
    • Contacts
      We get started by heading to the Contacts section.
    • 00:08
    • Import
      We then click the "Import" button in the header.
    • 00:11
    • Start an import
      We then click the "Start an import" button in the top-right and select the "A CSV file" option.
    • 00:22
    • Import contacts
      We have the option of importing Contacts, Companies, or Deals. We select "Contacts."
    • 00:24
    • Select file
    • 00:32
    • Import name
      We then name and configure the import.
    • 00:44
    • Map properties
      We now map the CSV properties. In this case, the properties were mapped correctly automatically.
    • 00:58
    • Confirm import
      Here we confirm the imports are legit and sign the confirmation with our initials.
    • 01:26
    • Done
      Our import is now being processed and we will be emails when it is complete.

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Video uploaded: 1 year, 11 months ago