Repeat a past import

If you routinely import records or activities with the same properties, you can use a previously completed import as a starting template to import new data. When you use an import as a template, the past import's settings and property mappings are copied. This can speed up the import process and ensure data accuracy.

For example, your team imports new contacts each week. If you previously imported a contacts file with the necessary columns, users can repeat that import to upload new contacts in fewer steps and to automatically map the file columns to the correct contact properties.

Repeat a past import

1. In your HubSpot account, navigate to Data Management > Data Integration.
2. In the Import a file section, click Import data.
3. Click Repeat a past import.
4. In the table, hover over the import you want to repeat, then click Use as template.
5. To confirm the required columns for your file, click [x] columns expected in the Import template requirements section. If your file doesn't match, edit your file or start a new import that's not based on a template.
6. Click choose a file and select a file for each object/activity you're importing.
7. Once you've selected the matching files, click Next.
8. Verify that your columns are mapped to the correct properties, then click Next.
9. Once you've selected the options for your import, click Finish import.

Configure a file for repeat use

1. In your HubSpot account, navigate to Data Management > Data Integration.
2. Hover over the import in the File imports table, then click More >Use as template for new import. Imports completed more than six months ago and opt-out list imports are not available for use as templates.

Learn more about importing records and activities.