CompanyHub doesn’t force you to create file in particular format. Just it should be a CSV. You can have any number of columns, with any name, in any order. Import wizard will let you map file columns to its fields.
Excel let’s you export as CSV.
Select what types of records (table) you want to import. You can select upto 3 tables at a time (like if you have contacts, companies, deals in a single CSV file). If you select multiple tables, their records will be automatically associated
Select the file and upload will start
You will see tabs for each selected table. You can map the columns for each, one by one.
Map the fields with the columns. All required fields (marked with *) must be mapped.
Note: For fields where you select value(s) from list of values, like Deal Stage, values in file must be exactly same as those shown in CompanyHub. Otherwise those records will not be imported.
If you can’t find a matching field for a column you want to import, you can create and map that field from import wizard itself. But some field types can’t be created from import wizard.
Import of a record fails if any field contains invalid value or a required field was blank. After import you get a mail with a link to a file containing failed records, along with reason for failure of each record. You can download the file of failed records, fix the errors, and upload the new file again.
If a required field was missing, enter value for that field. If you don’t know the value, you could set it to some default value like ‘Unknown’ / 0 etc depending on type of field.