How to import contacts via CSV in HubSpot
Get your entire contact list into HubSpot in minutes. Start managing relationships at scale instead of one at a time.
Steps
- Wait for import wizard loading panel — Pause on the blank grey loading panel as the import wizard transitions between steps, allowing HubSpot to prepare the next import configuration screen.
- Return to HubSpot import start screen — Go back into HubSpot and land on the Import start screen, where you choose between Quick import for contacts and Advanced imports, while noting the message about contacts opting out of emails.
- Switch temporarily to external app dashboard — Briefly navigate to another web app dashboard that uses a dark left sidebar and an empty main area, indicating a momentary move away from HubSpot before returning to the import flow.
- Review import and sync tiles on Data page — Review the Data integration tiles offering options to import data, sync from connected apps, transfer data, and upgrade to Data Hub before starting an import flow.
- Note Floik recording tooltip on Data page — On the Data integration page, observe the Floik purple tooltip at the top-left indicating recording is still active on another browser tab, reminding you which tab is currently recorded.
- Open Data integration options from Contacts — Navigate from the Contacts list to the HubSpot Data integration page where you can connect apps, import data, sync information, and transfer data between systems.
- Click change table display options control — Use the “Change table display options” control near the top-right of the contacts table to adjust how contact information is displayed in your view.
- Locate Add contacts on Contacts page — On the Contacts list, find the “Add contacts” button in the top-right above the contacts table, along with filters and other controls for managing contacts.
- Confirm greeting and schedule on dashboard — Stay on the HubSpot home dashboard and confirm the greeting, meetings schedule, and options to connect your calendar and manage the sales pipeline are visible for context.
- Review meetings and pipeline on dashboard — Start on the HubSpot home dashboard with today’s meetings and sales pipeline overview. Locate the primary button to connect your calendar near the top of the page for later use.
