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Home / Uploading Contacts to Hubspot Without Email Address

Uploading Contacts to Hubspot Without Email Address

Whether HubSpot is your first CRM or y'all're moving from another arrangement, importing helps you create records and update your database. Import files are spreadsheets of data used to organize your business' relationships and processes. Earlier you start importing, review the relevant HubSpot terms and requirements for your import files.

Please notation: engagements (emails, calls, tasks, or meetings) associated with your records cannot exist imported via a file into HubSpot. Learn more than virtually adding engagements using the API.

Glossary

  • CRM Object: a type of a human relationship or process that your business organization has, such as contacts, companies, deals, and tickets. When importing, an object is the type of dataset y'all are importing into HubSpot.

  • Record: an private example of an object (e.yard., "Tom Smith" is a contact tape). In a unmarried object import file, each row of your file represents ane object record. If you lot are importing multiple objects in one file, each row will represent records that are associated with each other.

  • Property: a field created to store information most your records. In an import, properties will match upwards with your file's cavalcade headers.


    contact-import-example Example file

In this example, the object being imported is contacts. Each row represents a contact record, and each column of information represents a contact property (First Proper noun, Last Name, Email Address).

  • Unique identifier: a property value that HubSpot uses to recognize each record as one of a kind. In an import, yous need a unique identifier to associate two different records (east.1000., import "Tom Smith" and associate him with his company "Smith Inc."), or to avoid creating duplicate records (e.m., two records for "Tom Smith"). The unique identifiers used when importing into HubSpot are:
    • E-mail: the email address of a contact. This is required when importing contacts to avert duplicates or to acquaintance contacts with another object. If you don't have contact email addresses, use the Contact ID to update and associate existing contact records.
    • Visitor domain name: the website domain of a company (e.g., example.com). This is required when importing companies to avoid duplicates or to associate companies with some other object. If you don't have company domain names, use the Company ID to update and associate existing visitor records.
    • [Object] ID: a unique property value given to each record by HubSpot. If you export existing records from HubSpot, each tape will take an [Object] ID. This is a required column when importing and associating existing deals or tickets with another object type, simply tin too be used equally the unique identifier for contacts and companies if you exercise not have emails or visitor domain names.

  • Map columns: a step in the import process, when you volition exist prompted to match the column headers in your file to HubSpot properties.

Every bit an example, yous want to import and acquaintance contacts and companies in one file. The objects being imported and associated are contacts and companies. Each row represents a contact record and its associated company tape. Each column header represents properties that will exist mapped during import. The file shown below includes contact backdrop (First name, Last proper name, Email address, Phone number, Favorite food) and visitor properties (Name, Company domain name). There is also a unique identifier for each object that will link the two unique records in HubSpot (Email address for contacts and Company domain name for companies). During the import process, yous volition map columns to HubSpot properties (First Proper name cavalcade to the Outset Name HubSpot property).

import-contacts-and-companies-example Example file

mapping-column-example-intro Mapping columns to properties

Import requirements

File requirements

All files being imported into HubSpot must:
  • Be a .csv, .xlsx, or .xls file.
  • Take simply i sail.
  • Contain fewer than ane,048,576 rows and one,000 columns.
  • Be smaller than 512 MB.
  • Include a header row in which each column header corresponds to a holding in HubSpot. The column headers can exist organized in any order without affecting the import. You tin can confirm if a default holding already exists to lucifer your header or create a custom property prior to importing. Learn more about HubSpot'due south default backdrop for contacts, companies, deals, and tickets.
  • Be UTF-viii encoded if foreign language characters are included.
  • Contain cells in Number format if yous're importing date-fourth dimension properties in an Excel file.

Property requirements

  • Depending on the object(southward) yous are importing, your file must include the following columns:
    • Contacts: at least one of First name, Last name, or Email (unique identifier)
    • Companies: at least 1 of Name or Company Domain Name (unique identifier).
    • Deals:Deal name, Pipeline, and Deal stage.
    • Tickets: Ticket name, Pipeline, and Ticket status.
    • Products: Name, and Unit price.
    • Notes: Activity engagement, and Note body.
    • Line items : Name, Quantity, Price,and the associated deals' Deal name or Deal ID. If you're also associating the line detail with a production, include the product's ID, which you'll map to hs_product_id during import.
  • For backdrop containing a price, you must utilize i of HubSpot's accustomed currencies. The list of accustomed currencies and their currency codes tin exist found in the Currency tab of your account default settings.
  • For properties containing a engagement, your date values must be formatted as 1 of:
    • mm/dd/yyyy (e.thou., 10/28/2020)
    • dd/mm/yyyy (e.g., 28/10/2020) or
    • yyyy-mm-dd (e.g., 2020-x-28).

Please note: if yous're importing a default HubSpot date holding (e.k., Close date), your values must be formatted as a UNIX timestamp in milliseconds. The date-time holding cells must be in Number format if importing an Excel file. Learn more than about how to format timestamp values and how to catechumen a engagement into UNIX format.

  • To assign an owner to your contacts, companies, deals, or tickets during the import, include a [Object] owner header and add together the name or email address of the user to each row in that column. Users who are assigned a record through import will not receive a notification that they were assigned a new record .
  • To update existing records and avoid duplicate records, your files must include a unique identifier property for each object. For contacts, this can be Email. For companies, this can be Company domain name. For all objects, you lot tin export existing records and use the [Object] ID as a unique identifier. When importing [Object] ID in a file, yous must include the column header exactly equally it appears in the export file (e.k., Contact ID, non CONTACT ID).

Delight note: you can use a secondary email as the unique identifier for existing contacts who accept a secondary e-mail address listed in HubSpot. If you lot utilise a secondary electronic mail, and do not include the Contact ID  column in your file, the secondary e-mail will not replace the main email. However, if you include both the secondary e-mail and Contact ID as columns in your file, the secondary email volition replace the primary e-mail.

  • Depending on the property field type, there are specific formatting requirements. Acquire more than about property field types and importing to checkbox properties.
  • When importing products (Professional person and Enterprise only):
    • If you want to import a Term belongings value, format the value in the Term column as PXM, where X is the number of months (e.g., P6M, for a term of half-dozen months) or PXY, where 10 is the number of years (e.thousand., P1Y, for a term of 1 year).
    • If you want to import a Billing frequency property value, utilise monthly, annually, or quarterly if the product has a recurring price type. Leave the prison cell blank if the product has a one-time price.

Sample import files

The following files include the required column headers for each object type, as well every bit possible additional headers. You lot tin add your own column headers to update or create whatever boosted properties that are important to maintain your organization's HubSpot database.

One object

  • Contacts sample spreadsheet: XLSX or CSV
  • Companies sample spreadsheet: XLSX or CSV
  • Deals sample spreadsheet: XLSX or CSV
  • Tickets sample spreadsheet: XLSX or CSV
  • Products sample spreadsheet: XLSX or CSV

Delight note: products can simply be imported in a single object import and cannot be associated with another object via an import. Larn how to manually associate a production to a deal or quote.

Multiple objects with associations

You tin can import and associate objects either together in one file or in two split up files, where each file represents one object.

Import multiple objects in ane file

To import and associate multiple objects in one file, include the records y'all desire to associate inside the same row of your file. These sample files represent mutual use cases, merely you tin can mix and match objects by replacing the column headers with the properties of another object.

  • Contacts and companies sample spreadsheet: XLSX or CSV
  • Contacts and tickets sample spreadsheet: XLSX or CSV
  • Companies and deals sample spreadsheet: XLSX or CSV
  • Companies and notes sample spreadsheet: XLSX or CSV
  • Companies, deals, and notes sample spreadsheet: XLSX or CSV

Import multiple objects in two files

When importing and associating in two files, each file represents an object. To identify which records should exist associated beyond the files, include a common column in both. One of your files should have a unique value for each row in this column. In the other file, utilise those values to indicate which record each row should exist associated with.

For instance, a common use example is to import and associate contacts and companies. In the following sample files, Visitor Name is the common column:

  • Companies sample spreadsheet:  XLSX or CSV

  • Contacts sample spreadsheet:  XLSX or CSV

In the visitor file, in that location is a unique value for each row in theCompany name column. In each row of the contacts file, the values in theVisitor name column lucifer the visitor that the contact volition be associated with. You can use these files when importing contacts and companies, or mix and match other objects, equally long as you include a mutual column.

Once your files are ready, larn how to import ane object or import and associate multiple objects into HubSpot.

Contacts Deals Companies Tickets Products & Quotes CRM Setup

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Source: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file