Import contacts in the Hubspot mobile app

Importing contacts into Hubspot from your phone helps you keep your CRM data accurate and up to date wherever you are. This guide walks you through how to use the Hubspot mobile app to upload a CSV, XLS, or XLSX file of contacts and match those records to properties in your CRM.

Before you import contacts to Hubspot

To avoid errors and ensure that your records are created correctly, prepare your contact file before you start the import in Hubspot. A clean file will save you time fixing issues later.

File requirements for Hubspot mobile imports

• Use a supported format: .csv, .xls, or .xlsx.
• Include a header row in the first row of your file (for example, First name, Last name, Email).
• Keep only one sheet per file if you use spreadsheets.
• Confirm there are no merged cells in the header or data rows.
• Remove blank columns and unnecessary formatting.

Each column should map to one contact property in Hubspot. For example, store first names in one column, last names in another column, and email addresses in a separate column.

Recommended contact fields for Hubspot CRM

While you can import many properties, the core contact fields for a basic Hubspot contact import are:

• First name
• Last name
• Email
• Phone number
• Company name
• Lifecycle stage (if you track it in your file)

Make sure your email column contains valid addresses so Hubspot can reliably use them as unique identifiers when creating or updating contacts.

How to start a contact import in the Hubspot mobile app

Once your file is ready, you can begin the import process directly from the Hubspot mobile app. The steps may look slightly different on iOS and Android, but the workflow is the same.

Step 1: Open contacts in the Hubspot app

1. Open the Hubspot mobile app on your device.
2. Sign in with your account if you are not already logged in.
3. From the main navigation, go to Contacts.
4. Tap the More or Actions menu (depending on your device).

In this area, you can choose to import a file so that new contacts are added to Hubspot or existing contacts are updated.

Step 2: Choose import from file

1. Select the option to Import contacts.
2. When prompted, choose to import from a file.
3. Browse your device storage or cloud storage app to locate your prepared CSV, XLS, or XLSX file.
4. Select the file and confirm you want to upload it to Hubspot.

At this stage, Hubspot will scan the header row and attempt to detect which properties your columns should map to. You will review these mappings in the next step.

Map your file columns to Hubspot properties

Mapping determines how each column in your import file connects to fields on your contact records in Hubspot. Correct mapping is critical to prevent incorrect or missing data.

Automatic mapping suggestions in Hubspot

After you upload your file, Hubspot will try to automatically match each column heading to an existing property. For example:

• A column called Email will map to the standard Email property.
• A column called First name should map to First name.
• A column called Mobile may map to a phone number property.

Review every suggestion carefully. If Hubspot cannot find a match, it will show the column as Not mapped. You can fix this manually.

Manually map or create new properties in Hubspot

1. Tap a column that is not mapped or mapped incorrectly.
2. Choose the correct existing contact property from the list.
3. If no suitable property exists, create a new custom property in Hubspot (if available on your subscription and app version).
4. Repeat this process for each column until all necessary fields are mapped.

Columns you choose not to map will not be imported. Only mapped columns become part of the contact records in Hubspot.

Confirm import settings for Hubspot contacts

Before you run the import, you can adjust additional options to control how Hubspot handles your data.

Set contact ownership and update rules

• Assign an owner: If the app allows, you can choose a default contact owner for all imported contacts.
• Update existing records: When the email already exists in Hubspot, the import can update properties instead of creating duplicates.
• Create new contacts: If the email does not exist, a new contact record will be created.

Review these settings carefully. They determine how Hubspot merges imported data with your current database.

Start the import to Hubspot

1. Check that all column mappings look correct.
2. Confirm the owner and update rules, if shown.
3. Tap Import or Start import to begin the process.

Depending on the file size and your connection, the import into Hubspot may take a short time. Keep the app open until you see a confirmation message.

Review imported contacts in Hubspot

After the import completes, verify that your contacts appear correctly in the Hubspot mobile app and that the properties show the expected data.

Check a sample of imported contacts

1. Return to Contacts in the Hubspot mobile app.
2. Use filters or search to find a few contacts you know were in your import file.
3. Open those records and confirm:

• Names, emails, and phone numbers are in the right fields.
• Company information is associated correctly.
• Any custom properties show accurate values.

If anything looks incorrect, you may need to correct the records manually or run another import with updated mapping in Hubspot.

Troubleshooting Hubspot mobile imports

Sometimes an import may fail or only partially succeed. Here are quick checks you can perform if your Hubspot mobile import does not behave as expected.

Common import issues in Hubspot

• File not accepted: Ensure your file uses CSV, XLS, or XLSX format and is not corrupted.
• Missing contacts: Confirm that the email column exists and is mapped to the primary email property in Hubspot.
• Wrong property values: Check that data types match the property type, especially for numbers, dates, and dropdowns.
• Duplicates: If you see duplicates, verify your update rules and ensure the unique identifier (commonly email) is consistent.

For detailed reference on the original instructions, see the official Hubspot mobile import documentation.

Improve your Hubspot setup after importing

Once your data is in the CRM, you can build lists, workflows, and dashboards on top of those contacts. Clean imports are the foundation for effective automation and reporting in Hubspot.

Next steps for better Hubspot contact management

• Use lists to segment imported contacts by properties such as lifecycle stage or source.
• Enroll contacts in nurturing sequences or workflows based on their attributes.
• Regularly export and review your contact database for quality and consistency.

If you need strategic help setting up data structures, automation, and reporting beyond this import workflow, consider partnering with a CRM and marketing operations specialist such as Consultevo to get more value from your Hubspot implementation.