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First Name Last Name Email AddrPhone Num

Michael Scott michael.sc 1(800) 555


Mac Mitchell macmitch@ 1(888) 482
Lauren Tzirides ltziri@hub 1(888) 482

Default contact property Default contact property Default co Default co

Please note:
There is a mix of contact and company properties in this spreadsheet. We recommend that you prepare two separate files for

Your Import Checklist Criteria:


1. Does every piece of information have its own unique column?
2. HubSpot default properties have their own values that can be accessed within the Properties tool, do the same values appe
(You cannot edit some default HubSpot properties; for example, Lifecycle stage has specific values that must match the values
3. Are your custom properties created in HubSpot?
4. Are there blank spaces (besides those below your data), stray column headers, or loose information in your spreadsheet? If
Street AddCity State Postal CodLifecycle Stage Contact Owner
16 ScrantoScranton PA 18503 Subscriber mmitchell@hubspot.com
25 First StrCambridgeMA 21430 Lead mmitchell@hubspot.com
25 First StrCambridgeMA 21430 Sales Qualified Lead mmitchell@hubspot.com

Default co Default co Default co Default co Default contact or company prDefault contact property

e two separate files for contact and company information. You will then have the option to associate two record types during the import.

o the same values appear in the columns?


t must match the values in HubSpot. You can check on the values already stored in the default properties in Settings > Properties.)

in your spreadsheet? If so, please remove them.


Favorite Ice Cream Fla Product of Interest
Vanilla Paper
Rocky Road CRM
Coffee Marketing Starter

Custom Property Custom Property

ord types during the import.

ttings > Properties.)

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