HubSpot Company Import template.

What's inside — the exact file

This is the complete template, not a sample. The rows are worked examples — replace them with your data (and delete them before any platform import).

What this template is for

Company records are HubSpot's account layer, and this template bulk-creates them domain-first — because Company Domain Name is how HubSpot deduplicates companies and auto-associates contacts whose emails share the domain. Import companies before contacts and the associations largely take care of themselves.

The example rows model the two shapes that matter: a standard company keyed by domain, and the no-website fallback (a local business without a domain), which imports fine but won't auto-associate — its contacts need explicit association.

How to use it, step by step

1. Export accounts from your system of record. CRM, billing system, or wherever account data is cleanest. Prioritize the domain column — it's worth enriching missing domains before import rather than after.
2. Normalize domains. Strip protocols and paths: example.com, not https://www.example.com/about. Mixed formats create duplicate companies that are tedious to merge later.
3. Decide owners and fill revenue where known. Company Owner follows the same rule as contacts — exact user match or it imports unowned. Annual Revenue powers segmentation and routing; import it where you trust it, leave it empty where you don't.
4. Import companies before contacts. Contacts → Import handles companies too (choose Companies as the object). With companies in place first, contact imports auto-associate by email domain.
5. Verify associations on a sample. Open ten imported companies and confirm their contacts attached. If auto-association is off in your portal settings, associations need the explicit route instead.

What each column means

Common mistakes to avoid

• Importing contacts first, then companies — you lose the free auto-association and end up doing association surgery afterward.
• Currency symbols in Annual Revenue — '$5,000,000' fails numeric validation; '5000000' works.
• Duplicate domains with different names in one file, which HubSpot resolves in ways you won't like — deduplicate on domain in the spreadsheet first.
• Treating the free-text Industry as reliable segmentation when values don't match the property's picklist — 'Software', 'SaaS', and 'Tech' become three industries.

Questions, answered

How does HubSpot associate contacts to companies automatically?

By email domain: a contact whose email matches a company's Company Domain Name gets associated when automatic association is enabled in portal settings. Free-domain contacts (gmail.com) never auto-associate — those need manual or import-based association.

What about companies without websites?

They import fine with an empty domain, but deduplication and auto-association won't protect them — re-imports can duplicate them, and contacts must be associated explicitly. Worth inventing nothing: leave the domain empty rather than faking one.

Should I import every company from my old CRM?

Usually no — migrations are the best pruning opportunity you'll ever get. Import active and recent accounts; archive the rest in a spreadsheet. Our CRM cleanup audit template is built for exactly this decision.

This is a Market Disrupt worksheet, not a vendor file. Import-format templates follow each platform's documented layout as of July 2026 — platforms evolve, so validate against current documentation before a large import.