Import guides

Make your data feel at home.

Prepare your fields, review duplicates, and plan your CRM import.

Prepare insurance agent data for HubSpot

Plan your CSV field mapping and a small test import before bringing insurance contacts into your CRM.

Plan your CSV field mapping and a small test import before bringing insurance contacts into your CRM.

Plan your CSV field mapping and a small test import before bringing insurance contacts into your CRM.

A little clarity goes a long way

Explore 255 real records from all 50 states and DC before choosing your pack.

THE FREE SAMPLECSV / UTF-8

Full nameNPNBusiness emailState

255sample records

25data columns

Same fields as the paid packs. Real records with source attribution.