Sample Import Files for HubSpot CRM Data
HubSpot provides sample import files that show you exactly how to format your spreadsheets so your CRM data imports cleanly, without errors or missing properties. Using these templates helps you map columns correctly, structure associations, and follow HubSpot’s required formats for contacts, companies, deals, tickets, products, notes, and more.
Why Use HubSpot Sample Import Files
Before importing any data, it is critical to match the correct column headers, file types, and formatting rules. The HubSpot sample import files give you a working example so you can:
- See which properties are required for each object type.
- Understand the expected column header names for default properties.
- Confirm file structure for one-object and multi-object imports.
- Avoid common import errors like invalid dates, owners, or associations.
You can download these examples directly from the HubSpot knowledge base and then customize them with your own data before importing.
Where to Find Official HubSpot Import Samples
The official reference for these templates is the HubSpot knowledge article on sample import files. You can access the full list of downloadable files directly here: HubSpot sample import files. Each linked spreadsheet is organized by object type and clearly labeled so you can select the correct file for your import scenario.
Supported File Types for HubSpot Imports
The sample templates are provided in standard spreadsheet formats. When you are ready to import into HubSpot, you can upload files in the following formats:
- .csv
- .xlsx
- .xls
HubSpot recommends saving your final file as a clean .csv whenever possible to reduce formatting issues, hidden characters, or formula-related problems that can occur in more complex spreadsheets.
Single-Object HubSpot Sample Import Files
Single-object import templates focus on one CRM object at a time. Use these files when you only need to bring in data for a single type of record, such as contacts or companies.
HubSpot Contacts Import Sample
The contacts sample import file helps you format contact records correctly. Typical columns include:
- Email (often required for updates and deduplication)
- First name
- Last name
- Phone number
- Lifecycle stage
- Any additional custom contact properties in your portal
When using this HubSpot template, verify that the email addresses are unique where needed and that lifecycle stages and picklist values match the options available in your CRM.
HubSpot Companies Import Sample
The companies sample import file shows how to structure company-level properties, such as:
- Company domain name
- Company name
- Phone number
- City and country
- Industry and company size
HubSpot often uses the company domain name for deduplication, so make sure this column is accurate if you plan to update or merge existing records.
HubSpot Deals Import Sample
The deals sample import file lets you prepare sales pipeline data. Common columns include:
- Deal name
- Amount
- Close date
- Deal stage
- Pipeline
Ensure that close dates are formatted consistently and that pipeline and stage values exactly match the deal pipelines configured in your HubSpot account.
Tickets, Products, and Other Objects
HubSpot also offers sample import templates for:
- Tickets
- Products
- Calls
- Feedback submissions
- Notes
Each template follows the same core idea: one row per record, with each column mapped to a specific object property. Review the header row of each sample to understand which properties are recommended and how they are named inside HubSpot.
Multi-Object HubSpot Import Files and Associations
In many scenarios you need to establish relationships between objects during import, such as linking contacts to companies or deals. HubSpot supports multi-object import files, and the sample spreadsheets demonstrate how to create associations correctly.
Contacts and Companies Combined Import
One common multi-object template combines contacts and companies in a single workbook. HubSpot uses unique identifiers and dedicated columns to associate the right person to the right company. For example, you may see columns such as:
- Contact email
- Company domain name
- Association labels where supported
These columns allow HubSpot to create or update records and build associations in a single import process instead of two separate uploads.
Deals Associated with Contacts or Companies
Multi-object sample files for deals show how to link deals to existing contacts or companies. In these templates, HubSpot typically relies on identifiers like:
- Contact email
- Company domain name
- Deal name or deal ID for updates
By following the structure in the sample import files, you ensure that each new deal is attached to the correct records, preserving your sales reporting and activity history.
How to Use HubSpot Sample Import Files Step-by-Step
The basic process for using these templates is straightforward. Follow the steps below to prepare a clean file for your HubSpot import.
1. Download the Correct HubSpot Template
Go to the official sample file list and download the spreadsheet that matches the object or combination of objects you want to import. Confirm whether you need a single-object or multi-object template based on your data structure.
2. Review Column Headers and Notes
Open the file and review the first row carefully. In many sample templates, HubSpot includes:
- Required fields (such as email for contacts).
- Recommended fields that improve segmentation and reporting.
- Property names that must match your portal’s configuration.
If you use custom properties, plan how you will add them as new columns following the same naming pattern.
3. Replace Sample Rows with Your Data
Remove any example rows below the header and paste in your own records. Keep these best practices in mind for a smooth HubSpot import:
- Use one row per record.
- Avoid merged cells or nested headers.
- Ensure dates, numbers, and dropdown values use supported formats.
- Do not change the header names of default properties.
4. Validate Formatting Before Import
Before uploading the file to HubSpot, quickly scan for common issues:
- Missing required values, such as email or company domain.
- Extra spaces at the beginning or end of values.
- Inconsistent capitalization for dropdown options.
- Incorrect date formats or unsupported symbols.
Cleaning these issues in advance reduces the chance of partial imports or rejected rows.
5. Import into HubSpot and Map Properties
In your portal, navigate to the import tool for the relevant object and upload your file. HubSpot will automatically attempt to match your column headers to existing properties. Carefully review the mapping screen to confirm:
- Each column is mapped to the intended HubSpot property.
- New columns that do not match are either mapped to new properties or deliberately ignored.
- Associations (for multi-object files) are correctly recognized.
Once you confirm the mapping, complete the import and review a few sample records to ensure the data appears exactly as expected.
Tips for Scaling HubSpot Imports Safely
When working with larger datasets, a few extra precautions can protect your HubSpot account from accidental duplicates or bad data:
- Test with a small subset of rows before running a full import.
- Keep a backup copy of your original file and your edited sample-based file.
- Document which HubSpot properties you update, so your team understands the source of changes.
- Use unique identifiers consistently, especially when performing updates rather than creating new records.
Getting More Help with HubSpot Data Strategy
If you need broader help planning CRM structure, data hygiene, or complex multi-object migrations, consider working with a HubSpot-focused consultancy. For example, Consultevo offers services that can support implementation, optimization, and long-term data strategy built around your business processes.
By relying on official sample import files and following the structured process above, you can confidently bring your data into HubSpot, minimize errors, and maintain a clean, reliable CRM that supports marketing, sales, and service teams at scale.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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