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Bring in your clients from HubSpot

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A desk with a row of client files, one in coral

HubSpot exports a view of your contacts as CSV or Excel, and emails you a link to the file. Choose it in Import clients: first and last names are joined and the email matched for you, so you check the names and add them all at once.

What this does for you

Every client you keep in HubSpot, added here in one step.

1. How do I export my clients from HubSpot?

  1. Select CRM, then Contacts. If More shows, it is under More.
  2. Open the view to bring in. All contacts holds every contact.
  3. At the top right of the table, select Export, choose CSV or XLSX as the file format, then Export. HubSpot emails you a link to the file.

HubSpot's guide to exporting records has more.

2. How do I add them?

  1. In Clients, select Import clients, then choose the file.
  2. Check the columns and read the clients to add, and any rows not added with the reason.
  3. Select Add, which gives the number, such as Add 24 clients.

Nothing is sent to your clients. If it was the wrong file, Undo this import removes them again until you leave the page. Why a row is not added lists each reason.

3. Which columns does it read?

Import clients with a HubSpot file chosen: the columns it matched Import clients with a HubSpot file chosen: the columns it matched

First name and Last name, joined, for the client's name, and Email. The company name is the contact's employer, so it is never taken as the client's name.

Every other column is left out, so you don't need to delete any first.