This guide will walk you through the step-by-step process of importing your contacts into Hubflo, including preparing your import file, verifying the necessary information, and handling errors.
Table of Contents
Steps to Import Your Contacts
1. Access the Import/Export Settings
Navigate to Settings: Log in to Hubflo and go to the settings section.
Import/Export Section: From the menu, select "Import/Export" to access the contact import options:
2. Create Custom Fields (Optional)
Before starting the import process, you can customize your contact fields to better suit your specific needs.
Read the Article on Custom Fields: We recommend reading our article on creating custom fields in Hubflo to better organize your data.
3. Download and Prepare the Template
Download the Template: In the Import/Export section, download the import file template. Use this template to prepare your data.
Replace the Test Data: Open the downloaded file and replace the example data with your own information.
Important Note: To ensure the import works correctly, certain data must be entered exactly like as shown:
Contact Type:
Prospect/Lead
Client
Partner
Provider/Contractor
4. Import Your File
Accepted Formats: Ensure your file is in .csv or .xls format.
Upload Your File: In the Import/Export section, upload your prepared file:
5. Verify Data Fields
Field Matching: During the import process, Hubflo will show a preview of your data so you can verify that the columns in your file match the fields on the platform.
Ensure that each column in your table is correctly mapped to a Hubflo field.
6. Validate Data
Error Checking: After importing your file, Hubflo will analyze your data.
White Rows: If everything is correct, the rows will remain white:
Highlighted Rows: Rows with errors will be highlighted in pink. Click on the darkened cells to see the error details and make the necessary corrections:
You have two options for fixing errors:
Direct Edit: Make corrections directly in the Hubflo interface.
Batch Edit: Alternatively, you can fix the errors in bulk using Excel or Google Sheets and then re-upload the corrected file.
7. Complete the Import
Validate Import: Once all errors have been corrected, finalize the import.
Import History: Check the import history to ensure everything has been successfully imported.
Error Management: If errors persist, use the corresponding button to review the details. You can re-upload the corrected file, which will overwrite the previous import.
All Done! 🎉
Congratulations! You have successfully imported your contacts into Hubflo.
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We hope this guide helps you easily import your contacts into Hubflo. For any questions or additional support, please consult our help center or contact our support team.