Hi! Thanks for reaching out.
To import deals via CSV, look for the Import/Export button in the top right corner of your pipeline. From there you can upload your CSV file. There's also a sample CSV available on that page to show you the expected format, which is helpful for making sure your column headers match Hub's fields.
A few tips:
- Test with a small sample first before importing everything
- Contacts with the same email address will be updated rather than duplicated
- Notes cannot be imported via CSV and would need to be added manually
If you're still running into trouble after trying the above, could you share more details about what's happening? For example, are you seeing an error message, or does the import just not complete? That will help us narrow down the issue faster.
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