Stop emailing Excel templates to clients.
Collect contact lists, product catalogs and location data from clients in the columns HubSpot, Mailchimp, Shopify and Google Business Profile import.
Start free. No credit card required.
THE PROBLEM
Your clients have the information.
Getting it back in the right format takes work.
Marketing projects often depend on large amounts of structured information from clients. Excel works, but it leaves the client in control of the structure and creates more cleanup for your team.
Every client's export is different
One sends a CRM export, another a hand-made spreadsheet with merged cells.
Bad and duplicate emails
Typos and the same contact listed twice mean bounces and inflated list counts.
Values the platform rejects
Lifecycle stages, subscription statuses and countries written in ways HubSpot or Mailchimp won't accept.
Unbilled cleanup
Your team fixes the client's file before the campaign can even start.
THE ALTERNATIVE
Define the structure once.
Let your client provide the data.
Import Builder gives you a spreadsheet-style workflow built around the exact information your marketing project needs.
Define
Create the columns and fields your client needs to complete.
Send
Give your client a link or embed the workflow into your existing portal.
Validate
Catch missing, invalid, or duplicate values before export.
Download
Download a clean CSV ready for the next step in your workflow.
MARKETING AGENCY WORKFLOWS
Anywhere you would normally send a spreadsheet.
Turn recurring client data requests into reusable workflows.
HubSpot contact lists
Emails, names, companies and lifecycle stages in HubSpot's import columns.
Email lists
Subscribers with status and tags for Mailchimp, consent for Klaviyo, or SMS and WhatsApp numbers for Brevo.
Business locations
Store codes, addresses, phone numbers and hours for Google Business Profile.
Product catalogs
A client's products in Shopify's columns for a new store or campaign.
Content calendars
Dates, channels, owners and status for every planned post.
Keyword research
Keywords, volumes, difficulty and target pages from clients or your team.
Turn your client spreadsheet into a workflow.
Need a client to send a contact list, a product catalog or their locations?
Define the columns the platform imports once, and give the client a spreadsheet-style form built around exactly those fields.
Email AddressemailFirstfirstnameLastlastnameOrganisationcompanyStagelifecyclestageClient already has the list?
Let them upload it.
Clients can upload the export from their CRM, shop or spreadsheet. Its headers are matched to HubSpot's columns, and bad emails, duplicates and stages HubSpot doesn't know are highlighted before the list reaches you.
Email Address, First, Last, Organisation, Stage...
email, firstname, lastname, company, lifecyclestage...
LESS CLEANUP
Catch problems before they reach your team.
Put your requirements into the workflow instead of relying on instructions buried in an email or spreadsheet.
Required fields
Every contact needs an email address.
No duplicates
The same email listed twice is flagged.
Emails, phones and links
Email addresses, phone numbers and website URLs are checked as they're entered.
Dropdowns
Lifecycle stages and subscription statuses from the platform's own list.
EMBED IT
Put the workflow where your clients already work.
Send clients a link, or embed the form in your client portal. This is the HubSpot contacts template, live: try entering the same email on two rows.
Share a link, or add the form to your own site with an iframe.
Your logo and brand colour on the form.
Set how many rows each form accepts, up to 1,000.
CSV processing happens in the browser.
Import Builder processes CSV data locally in the user's browser. Spreadsheet contents don't need to be uploaded to Import Builder simply to provide the editing and validation experience.
Replace your next client spreadsheet.
Define the data you need, add your validation rules, and give clients a structured way to provide it.
CSV problems that break lead imports
Contact lists fail in your CRM. Here's why.
CSV Import Guide
The essentials of a well-formed CSV file.
Excel Leading Zeros
Phone numbers and IDs get truncated. Excel's the culprit.
Excel to CSV Conversion
How to convert without losing data.
HubSpot CSV Import Errors
Duplicates, dropdown values and dates HubSpot rejects.
Email List Import Errors
Why Mailchimp, Klaviyo and Brevo skip or merge contacts.
Moving Contacts Between CRMs
Keep companies, owners and stages when you switch CRM.