Jan 7, 7:00 – 7:55 PM (UTC)
A well-structured import doesn’t just save time, it improves your data, segmentation, reporting, and the user experience...
A well-structured import doesn’t just save time, it improves your data, segmentation, reporting, and the user experience across your entire HubSpot ecosystem.
Led by a HubSpot Customer Success Manager, this interactive session will walk you through how to set up smooth, accurate imports that keep your data organized and your teams confident. You’ll learn how to prepare files, use templates, and bring information into HubSpot without errors or duplicates, so your CRM stays clean, consistent, and ready for action.
Here’s what we’ll cover together:
✨ Getting to Know the Import Tool: A clear walkthrough of how imports work, plus practical tips to set you up for success
📄 Using Templates for Faster, Better Imports: Where to find them and how to use them to structure your files
🛠️ Building Your Perfect Import File: Formatting tips that make mapping easy and improve accuracy
By the end, you’ll be ready to import confidently! Creating clear, reliable data that powers stronger segmentation, smarter targeting, and better results in HubSpot.
If this event is already full, check out our other upcoming events here.
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