CRM Import (HubSpot)
Expected Excel Columns:
- Record ID
- Company name
- Company Owner
- Phone number
- City
- Country/Region
- Industry
- Create Date
- Last Activity Date
Upload HubSpot Companies Export
Drag & drop your Excel file here or click to browse
Map Excel Columns to Database Fields:
| Excel Column | Sample Data | → Database Field |
|---|
Preview (first 5 rows):
Analysis Result – please check before importing
0New
0Update
0Unchanged
0Duplicate?
0Errors
| Row | Status | Company | Action / Conflict Resolution |
|---|
Analysing data...
Import complete!
0
Total
0
New
0
Updated
0
Errors
Note: contacts without a matching company
Expected Excel columns:
Contacts whose company is not found in the CRM are saved as "No company" and can be assigned later. The dry run shows all matches beforehand.
Expected Excel columns:
- Record ID
- First Name
- Phone Number
- Lead Status
- Create Date
- Associated Company (Primary) or Associated Company
Upload HubSpot Contacts Export
Drag & drop your Excel file here or click to browse
Map Excel Columns to Database Fields:
| Excel Column | Sample Data | → Database Field |
|---|
Preview (first 5 rows):
Analysis Result – please check before importing
0New
0Update
0Unchanged
02nd company
0Conflict
0No company
0Errors
| Row | Status | Contact | Company / Conflict Resolution |
|---|
Analysing data...
Import complete!
0
Total
0
New
0
Updated
0
Errors
0
No company
Import History
| Date | Type | File | Result | Duration | Undo |
|---|