Skip to content
support

Importing data into the CRM

Bring records in from a CSV file or directly from HubSpot.

Import#

Import lives under the System group in the CRM nav. It brings in records from either a CSV file or a direct HubSpot import. There is also an Import shortcut on the Companies page.

Importing data is available to partner members and partner admins. Partner read-only users cannot import.

Data Model#

If the built-in objects do not cover something you track, Data Model lets you define custom objects and custom fields. This is a partner admin capability.

Common questions#

We use HubSpot today. Can we bring our data over? Yes. Use Settings, then Import (or the Companies page’s Import shortcut) for either a CSV file or a direct HubSpot import.

Related guides

  • CRM overview Your agency's sales pipeline workspace, its navigation, and what each role can do in it.
  • Deals and quotes Move deals through your pipeline as a kanban board or table, and attach structured quotes.

Last reviewed July 19, 2026.

Something wrong or missing? Tell us or contact support.