Bringing your client's company data into Hubflo helps centralize client information and lays the foundation for an efficient CRM. Once added, companies can be seamlessly linked to projects, tasks, workspaces, invoices, and proposals.
Before You Begin
To ensure a smooth import process, it’s important to lay the groundwork. Follow these steps to get your data organized and ready for Hubflo:
(Suggested) Review and Create Custom Fields
If you use fields that go beyond the default company information—such as region, account type, or internal notes—create custom fields in Hubflo before importing. This ensures your data lands in the right place and stays organized from the start.
Download and Prepare the Import Template
Open the template and replace the sample data with your own contact information.
✅ Use exact terms for required fields like:
Contact Type:
Prospect/Lead,Client,Partner,Provider/ContractorPriority:
High,Low,MediumMake sure email addresses, phone numbers, and other fields follow a consistent format.
Start Import
Go to Settings → select Imports/Exports from the menu
Click Start import
Drop a CSV, XLSX, or XLS file
Click Next to verify data
Once data is verified, click Submit
Verify Data
Once uploaded, Hubflo will check your file for errors. You can fix the errors directly in Hubflo or go back to your file and reupload.
✅ White rows mean everything looks good.
🚫 Pink rows highlight issues. Click the darkened cells to view error messages.
Note: Re-uploading a corrected file will overwrite the previous import. Check Import History to confirm successful uploads.
🔍 Need More Help? For a deeper dive into everything you can do with companies, check out our full guide: