Prospect lists › Straight into your CRM › CRM import

●  How-to · about 2 minutes

Import your Nexfield list into your CRM.

Every Nexfield order includes Nexfield_<company>_CRM_import.csv, free of charge. It holds each company's name, website, city, country and sub-sector, plus a note with the reason to call and the roles to approach. You need import rights in your CRM. Prefer to add companies by hand? The Excel works for that too.

01  HubSpot

HubSpot

  1. Go to CRM → Companies → Import → Start an import → File from computer → One file → Multiple objects and tick Companies and Notes. (If your portal only offers single-object imports, choose Companies and map Note to Description.)
  2. Upload the CSV and choose Create and update (or Create new only).
  3. Map the columns:
    • Company name → Name
    • Company domain name → Company Domain Name (the unique key)
    • Website → Website URL
    • City → City
    • Country/Region → Country/Region
    • Note → Note body (Notes)
    • Description → Description
    • Lead source, Priority, Company size, Industry, Region → “Don't import”, or create custom properties first. HubSpot's Industry is a fixed dropdown, so don't map our sub-sector to it.
  4. Finish. Each company now has a note in its timeline. HubSpot matches companies on their domain, so check companies without a website for duplicates.

HubSpot help: import steps · import file format · companies and notes in one file

02  Pipedrive

Pipedrive

  1. Go to Account menu → Tools and apps → Import data → From spreadsheet → Get started. Select Organizations and Notes, then upload the CSV.
  2. Map the columns:
    • Under the Organization icon: Company name → Name, Website → Website, City/Country → Address (or custom fields), Industry → Industry
    • Under the Note icon: Note → Note content
    • Skip Description, Company domain name and the rest, or map them to custom fields.
  3. Check the preview, choose Merge duplicates, then Start import.

Pipedrive help: spreadsheet import · import fields · avoiding duplicates

03  Salesforce

Salesforce

  1. Go to Setup → Data Import Wizard → Launch Wizard → Accounts and Contacts → Add new records (or “Add new and update existing”), with Match Account by Name & Site. Upload the CSV and keep Character code at UTF-8.
  2. Map the columns:
    • Company name → Account Name
    • Website → Website
    • City → Billing City
    • Country/Region → Billing Country
    • Description → Description. In Salesforce the note goes here: it holds the reason to call, the roles to approach and the tip.
    • Industry → Industry (picklist, optional) · Lead source → Account Source (optional)
    • Leave the rest unmapped.
  3. Start the import. Results are under Recent Import Jobs.

Salesforce help: Data Import Wizard · duplicate rules on import

04  Other CRMs

Zoho, Teamleader, Odoo and others

Use your CRM's standard company or organisation CSV import with the same mapping. Questions? Email info@nexfield.io. We reply within 1 business day.

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