HubSpot Contact Import & Segment Organization
ORGANIZED HUBSPOT CONTACTS
Package Includes
- 1 CSV or XLSX file with up to 10,000 contacts
- Basic file formatting and duplicate review
- Mapping of up to 15 contact properties
- Up to 10 segments or grouping structures
- Marketing contact status mapping
- Subscription status review
- 1 import or update operation
- 1 in-scope correction attempt
- Import validation and handoff
Turn Your Contact File Into a Usable HubSpot Audience
Service Scope
HubSpot Contact Import & Segment Organization is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, and one CSV or XLSX file containing up to 10,000 contacts.
The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.
The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.
Prepare the Contact File
We review one supplied file for column headings, duplicate email addresses, obvious formatting issues, subscription instructions, and the contact data needed for a controlled HubSpot import.
- Email address column
- Names and approved contact properties
- Marketing contact instructions
- Subscription status information
- Existing segment or source labels
Map Properties and Organize Contacts
We map up to fifteen approved properties, prepare up to ten contact segments or grouping structures, and complete one approved contact import or update operation.
- Up to 15 standard or custom property mappings
- Up to 10 contact segments or grouping structures
- Marketing contact status mapping
- Subscription status preservation
- Existing-record update rules
Testing and Validation
We review accepted, updated, skipped, and errored records after import and include one in-scope correction and re-import attempt for a mapping or formatting issue.
- Approved quantities and settings
- Names, properties, fields, and mapping logic
- Visible HubSpot status and permissions
- Representative test result
- Exceptions requiring client action
Implementation Summary
At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.
- 1 CSV or XLSX file with up to 10,000 contacts
- Basic file formatting and duplicate review
- Mapping of up to 15 contact properties
- Up to 10 segments or grouping structures
- Marketing contact status mapping
- Subscription status review
- 1 import or update operation
- 1 in-scope correction attempt
- Import validation and handoff
Client Requirements
Before work begins, the client must provide the following access, information, content, and approvals:
- HubSpot Super Admin access or the permissions required for the approved work
- An active HubSpot plan that supports the requested configuration
- Final business information, brand assets, content, data, and implementation instructions required for the service
- Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
- Timely review and written approval of proposed settings and test results
- One final CSV or XLSX file
- Accurate column headings and property definitions
- Documented permission for contacts identified as subscribed
- Instructions for marketing versus non-marketing contact status
Delivery and Revisions
Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.
One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.
Important Scope Boundaries
The following items are not included in this service:
- More than 10,000 contacts or more than one source file
- Third-party email verification
- Data enrichment or manual contact research
- Major spreadsheet reconstruction
- Re-subscribing contacts without documented permission
- HubSpot subscription, contact-tier, add-on, app, or third-party software fees
- Original legal, privacy, or regulatory advice
- Unapproved work outside the stated quantities
- Ongoing management after handoff
- Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue
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