{{COMPANY_NAME}} HubSpot Import Templates — Reference

Source of truth for the two official templates. The script scripts/format_import.py
encodes all of this; edit both together if HubSpot's templates change.

Header styling

Type	Hex fill	Meaning
Required	EE4266 (red)	Cannot be blank
Optional	222B40 (dark navy)	Fill if available

Font: bold, white, left-aligned. Row 1 frozen.

Contacts template

Sheet name: Contacts. Unique identifier: Email.

#	Column	Required
1	Email	✅
2	First Name	✅
3	Last Name	✅
4	Phone Number
5	Mobile Phone Number
6	Job Title
7	Company Name
8	Lead Status
9	Lifecycle Stage
10	Contact Owner
11	Country/Region
12	State/Region
13	City
14	LinkedIn URL

Companies template

Sheet name: Companies. Unique identifier: Company Domain Name.

#	Column	Required
1	Company Name	✅
2	Company Domain Name	✅
3	Industry
4	Number of Employees
5	City
6	State/Region
7	Country/Region
8	LinkedIn Company Page
9	Company Owner

Column matching

Matching is done on a normalized header (lowercased, all non-alphanumerics removed):

1. Exact normalized match against an alias list (e.g. e-mail, Email Address,
   work_email all normalize toward email).
2. Substring fallback — alias contained in the header or vice versa, longest aliases
   first, each source column used at most once.

Key alias groups (see script for the full lists):

• Email ← email, e-mail, work email, contact email, mail
• Company Domain Name ← domain, website, url, web address, homepage, company domain
• Number of Employees ← employees, headcount, company size, # employees
• Contact/Company Owner ← owner, rep, AE, SDR, BDR, assigned to, account owner

Normalization rules

• Domain cleanup: https://www.Acme.com/about?x=1 → acme.com.
• Domain from email: when a company has no website column, derive the domain from a
  work email; free-mail providers (gmail.com, yahoo.com, etc.) are ignored.
• Email: trimmed + lowercased.
• Dedup: by the unique identifier, keeping the first occurrence; rows with a blank
  unique id are kept (and flagged as incomplete).

Outputs

• <stem>_HubSpot_Import.xlsx — Contacts/Companies (exact) + *_Extended tabs.
• <stem>_Contacts_HubSpot.csv, <stem>_Companies_HubSpot.csv — exact template, CSV.