Seamlessly Import Contacts into HubSpot

Last Updated: August 20, 2025

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1. Make a copy of the HubSpot Import Guide and add in the contact properties you want to import into HubSpot.
   
   1. Name the list import.
   2. Refer to our naming convention document to maintain consistency in HubSpot, making it easier to search and manage assets!
2. Once the list import is finalized, navigate to the File drop-down menu
3. Hover over Download, then select (.csv)

1. Log into HubSpot
2. Go to CRM > Lists
3. Click Import a file
4. Click Start import

1. On the What kind of data is in your file page, select the Contacts option.
   1. Click Next

1. Drag-and-drop the .csv file that you want to import into the system.
   1. Click Next

1. Check the mapping fields to ensure all contact properties are being mapped and imported correctly. 
   1. Click Next

1. Check to ensure the list import name is correct one last time, then check off the box to create a list of these contacts from this import.
   1. Select the legal basis for processing a contact's data:
      1. Legitimate interest - customer: Choose this basis if you are importing active agents into HubSpot.
      2. Legitimate interest - lead: Choose this basis if you are importing prospects/leads into HubSpot.
2. Click Finish import

1. Your list will take some time to import. Once the import is completed, a green checkmark will appear on the screen. 

If you have any errors with manually importing a list into HubSpot, please let Nicolette Kleinhampl and/or Emma Curtis know and we can help!

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Importing Lists (eXp International)

1. Make a copy of the HubSpot Business Units Import Guide and add in the contact properties you want to import into HubSpot.
   1. Name the list import.
   2. Refer to our naming convention document to maintain consistency in HubSpot, making it easier to search and manage assets!
2. Select the correct Business Unit using the Business Units drop-down menu.

1. Once the list import is finalized, navigate to the File drop-down menu
2. Hover over Download, then select (.csv)

1. Log into HubSpot
2. Go to CRM > Lists
   
   1. Click Import a file
   2. Click Start import

1. On the What kind of data is in your file page, select the Contacts option

1. 1. Click Next

1. Drag-and-drop the .csv file that you want to import into the system.
   1. Click Next
2. Select the legal basis for processing a contact's data:
   1. Legitimate interest - exisiting customer: Choose this basis if you are importing active agents into HubSpot.
   2. Legitimate interest - prospect/lead: Choose this basis if you are importing prospects/leads into HubSpot. 
   3. Click Finish import

1. Your list will take some time to import. Once the import is completed, a green checkmark will appear on the screen. 

If you have any errors with manually importing a list into HubSpot, please let Monique Commandeur know so assistance can be provided.