FOCUS 01⊙
CSV import and export
Record fieldSupported import types
Supported import types
Work with defined fields for contacts, companies, leads and tasks.
Data / Migration and transfer tools
CRM CSV import and export with field mapping
Import supported CSV records with field mapping and validation previews, export relevant CRM records and review transfer history.
PRODUCT VIEW
See how it works.
Use the import, export and history tabs to bring records into Hubz, download data and review past transfers. Contact, company, lead and task imports have defined fields and requirements. Upload a CSV or paste text; accepted and rejected rows are separated before data is written. Export also supports opportunities and support tickets among its available record types.
EXPLORE THE PRODUCT
Sample viewCSV import and export
1Choose a file2Map fields3Review preview
▤ sample-records.csvSample file / preview
Heading → record fieldSample rowPreview
Content → related fieldSample rowPreview
Status → reviewSample rowPreview
This does not promise automatic, complete migration from every source system or data type.
01Choose records and source
02Check the preview
03Complete the transfer
FROM NEED TO OUTCOME
Where this helps.
Uploading a file does not mean every row is suitable or every column maps to the right field.
WHAT YOU CAN WORK TOWARDS
Review accepted and rejected scope and carry out migration with traceable transfer records.
STEP BY STEP
How to use it.
- 01
Choose records and source
Select contacts, companies, leads or tasks, then upload a CSV or paste its text.
- 02
Check the preview
Review field mapping, accepted rows and rejection reasons.
- 03
Complete the transfer
Run the eligible import, inspect its results in history and prepare an export of the required scope when needed.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
CSV import and export
Record / contentStatusOwner
Column recognition
Use existing mapping rules for supported common Turkish, generic and HubSpot column names.
FOCUS 03↗
CSV import and export
✓Validation preview✓Complete the transfer✓See what is included
Validation preview
See accepted and rejected rows with reasons before records are written.
FOCUS 04◇
CSV import and export
Record fieldTransfer history
Transfer history
Review previous imports by source, type, status and accepted or rejected counts.
FOCUS 05⌁
CSV import and export
Record / contentStatusOwner
CSV export
Export supported contacts, companies, leads, tasks, opportunities and support records within the workspace.
IN EVERYDAY WORK
What it looks like in practice.
Some contact rows in a legacy list do not contain enough usable contact information.
Separate rejected rows by reason and correct the source before importing.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Included in every plan, subject to access to the relevant record types and workspace capacity.
- This does not promise automatic, complete migration from every source system or data type.
YOUR QUESTIONS
About this feature.
01Which records can I import?+
The current screen imports contacts, companies, Lead Inbox entries and tasks. Each type has its own required fields.
02What happens to invalid rows?+
The preview separates accepted and rejected rows. Review result counts and error summaries in history, correct the source and prepare a subsequent import.
RELATED WORKFLOW GUIDES
You may also need these features.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Tasks and Kanban
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Data management
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.