Magical Import for HubSpot allows you to import data flexibly and powerfully.

With Magical Import you can do the following while importing:

  • Map fields and save templates for future mapping

  • Create straightforward rules for when your data is updated, overwritten, or appended

  • Compare data to existing HubSpot fields

  • Deduplicate data while importing

  • Cleanse data while importing

  • Format and standardize

  • View changes in the activity tracker at any time

Using Magical Import, you can create straightforward rules to determine when your data is updated, overwritten, or appended. You’ll ensure that you are able to enforce data quality and consistency standards while importing new data with confidence.

Additional Use Cases & Resources

Table of Contents

Quick Summary

With Insycle, you can associate parent and child companies flexibly and powerfully.

The process is simple. First, we connect CSV columns to fields in your CRM and tell Insycle whether to update existing records, create new records, or do both depending on what is in your CRM database. Then, you prepare the data before importing — cleansing, formatting, standardizing, and updating.

You can save all settings using Templates. With templates, future imports will not need to be reconfigured, saving you time on all future imports. All imports are available to review at any time through the Activity Tracker.

HubSpot Record Types Supported:

Insycle supports the following HubSpot record types:

  • Contacts

  • Companies

  • Deals

  • Custom Record Types

You can select the record type that you would like to import at the top of the Magical Import module screen.

Here, you can see that we can also select the custom record type, “Cars.” Any custom records that your company uses will be available in Insycle.

Magical Import HubSpot-Specific Features

When you connect Insycle to HubSpot, you instantly gain access to numerous features that are custom-built for HubSpot.

You can see which database you are connected to at the top of your Insycle dashboard screen.

If you have multiple apps connected to Insycle — such as HubSpot and Salesforce — you can quickly swap between apps and databases by selecting your account from that dropdown list.

HubSpot Field Mapping

After selecting the CSV that you would like to import, you will be able to map CSV fields directly to HubSpot fields.

Insycle will automatically match and map many fields. Others will have to be manually set. Later, we can save your field mappings as a template so you never have to manually map them again.

Insycle works with all fields in your database, including custom fields.

HubSpot Lists

When importing data into HubSpot, you can choose to add the records to an existing list or create a new list with your imported data.

This is done in “Step 4: Manage Data” under the “List” tab.

HubSpot Association

Insycle can also create associations automatically for imported data.

In “Step 4: Manage Data,” click on the “Associate” tab.

Here, we can tell Insycle how associations should work, using the dropdown selections contained in the tab.

First, we must choose an action — add or remove associations. For associating on import, we will choose “Add.’

Then in the second “Record Type” dropdown, we tell Insycle what kind of associations we would like to make using the .CSV import data.

You can choose to associate:

  • Contacts, companies, and deals amongst themselves

  • Contacts to multiple companies (multiple associations)

  • Contacts to deals

  • Companies to deals

Clicking on the Associate dropdown will provide you with a list of all possible associations that you can make while importing, including multiple associations and associations to custom objects.

In the next dropdown, “CSV Column,” we will tell Insycle what field from the CSV we would like to use to match and associate.

For instance, if you were associating contacts to companies, you would likely use the “Company” or “Company Name” field from your .CSV import here.

Then in the final dropdown, we tell Insycle what field we should match to in your CRM database.

For instance, if we are using the “Company” field from the .CSV, we will likely want to match that to the “Company” or “Company Name” field in your CRM as well.

Additionally, you have the option to create a new company record when one is not automatically matched by Insycle. You can do this by selecting the checkbox next to the dropdown selections in this tab.

Now, when you complete the import, matching associations will be automatically created based on your settings.

Templates

With your HubSpot import set up and running smoothly, you can then save your settings as a template. With a template, all of your settings are saved — field mapping, functions, modes, etc.

Then, any time that you import data using the same .CSV structure and select the template, these settings will be automatically loaded and you will have minimal work for future imports.

To create and save a new template, you click the “+” symbol on the right-hand side of the template banner.

After creating the template, you must save the template by clicking the save icon on the far right-hand side of the same menu.

Preview Changes Before They Go Live

With Insycle, you can always preview the changes that you are making to your data before those changes are pushed to your live database. When you run any module in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.

Automation

You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or integrating with Workflows.

Audit Trail and History

The Activity Tracker lets you review all changes made to HubSpot data through Insycle. At any time you can download a CSV report of the operation and records affected, including during imports.

Customer Data Health Assessment

The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them. Here, you can keep an eye out for issues in the data that you import.

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