Use Hubspot & EasyCSV Together

How to import for creating and updating Hubspot Contacts or Leads

Step-by-step

1. Create an EasyCSV account
2. Create your first import page using the CSV file or Google Sheet that contains your data
3. Choose for your data destination to be Hubspot
4. Once on your new import page, connect Hubspot by creating a Private App in Hubspot settings and copying the API key. Use the following steps
5. Log into Hubspot, and click the gear icon in the top right to go to settings.
6. In the Hubspot settings area, in the left nav click on the link for Integrations > Private Apps
7. Click the button "Create Private App"
8. Name the app something like "easycsv-imports"
9. At the top click "Scopes". You need to select the following scopes for BOTH Read & Write so EasyCSV can make the API calls needed: crm.schemas.companies.write, crm.objects.contacts.write, crm.schemas.deals.read, crm.schemas.deals.write, crm.objects.custom.read, crm.objects.custom.write, crm.objects.contacts.read, crm.schemas.companies.read
10. Save
11. Copy your API key and go back to EasyCSV and paste the API key in the import flow.
12. Last step, map your CSV fields to the proper Hubspot fields. Follow the directions below the Hubspot field names if needed.
13. That's it! Now you can go back to the import page and upload your CSV file or Google Sheet and each row of your file will become a Hubspot Contact or match an existing Contact and update the contact.

Matching existing contacts

When importing contacts, EasyCSV looks for existing HubSpot contacts before creating new ones. By default, matching uses email first, then phone number as a fallback.

You can also match on a custom HubSpot contact property (for example, an external ID like custid):

1. In HubSpot, create the contact property you want to match on. For reliable matching, mark it as unique if HubSpot allows.
2. In EasyCSV, create a static Virtual Field with the HubSpot property's internal name (e.g. custid).
3. Map that Virtual Field to Contact Lookup Field in your field mappings.
4. Map your spreadsheet column (or another Virtual Field) to the same HubSpot property (e.g. custid) so the lookup value is sent on create/update.

If both the Contact Lookup Field and the property value are present on a row, EasyCSV matches on that custom property. If either is missing, EasyCSV falls back to email and phone matching for that row.

You can also map Hubspot Contact ID directly to update a contact when you already know its HubSpot record ID.