Overview
ExtendInsights lets you create new HubSpot records directly from Excel using a mapped template.
Create standard or custom HubSpot records without leaving Excel, then upload them in batches to HubSpot.
Important: To create new records, use a standard or custom object template (for example, Contacts or Companies). HubSpot List templates only add existing records to a list—they do not create new HubSpot records.
Before You Begin
Before creating records, make sure you have:
An active HubSpot connection.
A template created for the object you want to create.
Included all required fields in your template.
Tip: If you haven't created a template yet, see Build Templates.
Step 1: Open or Create a Template
Open an existing template or create a new one for the HubSpot object you want to create.
For example:
Contacts
Companies
Deals
Tickets
Custom Objects
Note: Analytics and List templates cannot be used to create new HubSpot records.
Step 2: Enter Your Data
Populate the worksheet with the records you want to create.
You can:
Type values directly into Excel.
Copy and paste data from another application or worksheet.
Use Excel formulas.
Select values from supported dropdown fields.
Tip: Complete all required fields before uploading your data.
Step 3: Upload Your Records
When you're ready:
Expand the Actions section.
Click Upload Rows.
ExtendInsights validates each row before sending it to HubSpot.
Step 4: Review the Results
After the upload completes:
Successfully created records are marked as successful.
Newly created records display their HubSpot ID (where applicable).
Errors and warnings appear in the Results column for easy troubleshooting.
If a row fails, correct the issue and upload it again.
Step 5: Verify Your Records
Confirm that:
The expected records were created.
Required fields were populated correctly.
No validation errors remain.
You can also verify the new records directly in HubSpot.
Tips & Best Practices
Use the correct template
To create new records, use a standard or custom object template.
Do not use a List template, as it only associates existing HubSpot records with a list.
Complete required fields
Missing required fields are one of the most common causes of upload failures.
Use dropdown fields
For supported fields, select values from the built-in dropdown list to ensure valid HubSpot values are uploaded.
Review upload results
If HubSpot rejects a record, for example, because of a duplicate contact rule—the reason is displayed in the Results column. Duplicate handling follows your HubSpot account configuration.
What Would You Like to Do Next?
I want to... | Learn More |
Build a template | |
Download records | |
Create new records | |
Update existing records | |
Save templates | |
Create a connection |
💬 Need Help?
Before contacting Support, try searching:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com