How to Import Contacts from Hubspot

This article will show you how to export your contacts from Hubspot

Exporting contact data from HubSpot is an essential task for managing your CRM data, enabling you to analyze, back up, or share information as needed. This guide will walk you through the steps required to export contact data, including associated activities and records.

Prerequisites:

• Permissions Required: To export contact data, you must have Super Admin or CRM Export permissions in HubSpot.

Step 1: Navigate to the Contacts Section

1. Log in to Your HubSpot Account:
   • Start by logging into your HubSpot account using your credentials.
2. Access the Contacts Section:
   • Navigate to CRM > Contacts from the main dashboard.
3. Select the Contact:
   • Click on the name of the contact whose data you want to export.

Step 2: Export the Contact Data

1. Open the Actions Menu:
   • In the top-left corner of the contact's profile page, click the Actions dropdown menu.
2. Select Export Contact Data:
   • From the dropdown menu, select Export contact data.
3. Choose Data to Export:
   • By default, all current and historical property data will be exported.
   • In the export dialog box, you have additional options:
     • Contact Activities: Check this box to export all activities associated with the contact, such as emails, notes, calls, and tasks.
     • Associations: Check this box to export data on all associated records, including deals, companies, and tickets linked to the contact.
4. Initiate the Export:
   • Once you've made your selections, click Export.

Step 3: Download the Exported Data

1. Receive the Export File:
   • HubSpot will send an email to your inbox with a link to download the export file. The email will be sent to the address where you receive HubSpot system and notification emails.
2. Download the File:
   • Open the email from HubSpot and click the Download link.
   • If you selected options to export activities or associations, these will be downloaded as separate files in addition to the main properties file.

Additional Tips:

• Secure Your Exported Data: Always store the exported files securely, especially if they contain sensitive information.
• Regular Exports: Consider setting a regular schedule for exporting contact data to ensure you have up-to-date backups of your CRM data.

Export contact data

Users must have super admin or CRM export permissions to export a contact's data. To complete a contact data export:

• In your HubSpot account, navigate to CRM > Contacts.
• Click the name of the contact for which you want to export data.
• In the top left, click the Actions dropdown menu, then select Export contact data.
• By default, all current and historical property data will be exported. In the dialog box, you can also:
  • Select the Contact activities checkbox to export all activities associated with the contact (e.g., emails, notes).
  • Select the Associations checkbox to also export association data, including the contact's associated records.

• Click Export.
• You'll receive an email with a link to download the export file. This will be sent to your email that receives HubSpot system and notification emails.

In your inbox, open the email, then click Download. If you choose to export activities or associations, separate activities or associations files will be downloaded in addition to the properties file.