To add or update data in bulk, you can import files into HubSpot. You can import records, such as contacts and companies, or activities, such as an email sent to a contact or a meeting for an ongoing deal.
The following are the types of imports you can complete, and the objects and activities supported:
- Single object or activity import: import to create and/or update one object or activity. In a single object import:
- You can create and/or update contacts, companies, deals, tickets, products, and custom object records.
- You can create, but not update, calls and tasks.
- Multiple object and activity import: import to create, update, and/or associate multiple objects and activities. You can import multiple objects and activities in one file, or two objects/an object and an activity in two separate files. In a multiple object import:
- You can create and/or update contacts, companies, deals, tickets, and custom object records.
- You can create, but not update, line items, calls, emails, meetings, notes, and tasks. Line items must be associated with deals, and emails, meetings, and notes must be associated with an object.
You can follow the instructions outlined below for all imports, but there are steps that only apply to certain import types (e.g., steps to associate records in a multiple object import). For more guidance, review import file requirements.