Property Mapping and List Importing
- Denise Delgado
- Matthew Rodgers
About HubSpot Property Mapping and List Importing
HubSpot Property Mapping and HubSpot List Importing are essential tools for efficiently managing and organizing your data within HubSpot CRM. Together, these features streamline the import process, maintain data consistency, and improve overall productivity by making your data manageable and actionable within HubSpot CRM.
HubSpot Property Mapping ensures that each field of your data corresponds accurately to a specific HubSpot property, such as student information fields (e.g., First Name, Email, Program). Mapping each data field to the appropriate HubSpot property makes tracking, updating, and managing records within the CRM easier.
HubSpot List Importing allows you to upload and organize bulk data from an external file (typically in CSV or Excel format) directly into HubSpot. This process is highly beneficial for importing student data, contacts, companies, deals, or other records and ensures that all your information is centrally stored and easily accessible for future use.
HubSpot Property Mapping
The table below defines HubSpot properties that correspond to essential student information fields. Mapping each student data field to a specific HubSpot property ensures efficient tracking, updating, and management of student records within HubSpot. Each field is described with a clear explanation of its purpose and how it should be used.
The descriptions include examples to help maintain consistency and accuracy when entering or importing data. This mapping ensures that all student information is organized correctly, making it easier to segment, communicate, and report on student data within HubSpot.
HubSpot List Importing
HubSpot List Importing is a powerful feature within HubSpot that allows you to upload and organize data directly into the HubSpot CRM. This process involves importing a list of records, such as student data, contacts, or any other relevant information, from an external file (typically in CSV or Excel format) into HubSpot. This feature ensures that your data is centrally managed and easily accessible for future use, such as communications, reporting, or segmentation.
How to Use the List Import Template:
Prepare Your Data: Ensure the student data you want to import is organized in a spreadsheet or CSV format with columns corresponding to the fields in the template.
Correct Column Headers: Ensure that the column headers in your file exactly match the HubSpot Property names in the template (e.g., "First Name," "Email," "Program," etc.). Align your columns with the HubSpot Property names.
Import to HubSpot: Once your data is formatted according to the mapping, use HubSpot's import functionality to upload the list into the system.
Verify the Mapping: During the import process, HubSpot will allow you to map each field in your file to the corresponding property in HubSpot. Double-check that each column matches the correct property.
Finalize the Import: After mapping, confirm and finish the import. Your student data will now be organized in HubSpot and available for further actions like segmentation, reporting, and communication.