Before you start
To ensure a smooth import process, it’s important to lay the groundwork.
Download and prepare the Import Template.
Open the template and replace the sample data with your own 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.