Projects in Hubflo can be linked to contacts, tasks, and more. Importing them saves time and ensures your projects are associated with contacts or companies.
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 project information—such as delivery date, industry, current phase—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.
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 projects, check out our full guide: