https://community.hubspot.com/t5/HubSpot-Community-Blog/Salesforce-HubSpot-Campaigns-Step-4-Import-Campaign-ID-data-from/ba-p/1231325 <P><SPAN>Export your campaign and campaign members to import into HubSpot and create associations between the two object types.&nbsp;</SPAN></P> <P>&nbsp;</P> <H2><SPAN>Before you get started</SPAN></H2> <UL> <LI aria-level="1"><SPAN>Your HubSpot account must have an </SPAN><I><SPAN>Enterprise</SPAN></I><SPAN> subscription to create custom objects.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Your account must have the </SPAN><A href="https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration" target="_blank" rel="noopener"><SPAN>HubSpot-Salesforce integration</SPAN></A><SPAN> installed.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>You must have completed the object, property, and field setup in</SPAN><A href="https://community.hubspot.com/t5/HubSpot-Community-Blog/Salesforce-HubSpot-Campaigns-Step-1-Set-up-custom-objects-and/ba-p/1231322" target="_self"><I><SPAN> [Salesforce - HubSpot Campaigns] | Step 1 | Set up custom objects and properties</SPAN></I></A><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>You must have completed the Salesforce Integration custom object sync setup in</SPAN><I><SPAN><A href="https://community.hubspot.com/t5/HubSpot-Community-Blog/Salesforce-HubSpot-Campaigns-Step-2-Set-up-Salesforce/ba-p/1231323" target="_self"> [Salesforce - HubSpot Campaigns] | Step 2 | Set up Salesforce Integration Custom Object Sync</A>.</SPAN></I><SPAN>&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>You must have completed the workflow setup in</SPAN><I><SPAN><A href="https://community.hubspot.com/t5/HubSpot-Community-Blog/Salesforce-HubSpot-Campaigns-Step-3-Setup-association-and-update/ba-p/1231324" target="_self"> [Salesforce - HubSpot Campaigns] | Step 3 | Setup association and update workflows</A>.</SPAN></I><SPAN> These workflows must be </SPAN><SPAN>turned on </SPAN><SPAN>prior to the import.&nbsp;</SPAN></LI> </UL> <P>&nbsp;</P> <H2><SPAN><STRONG>HubSpot:</STRONG> import your Salesforce Campaigns into HubSpot&nbsp;</SPAN></H2> <UL> <LI aria-level="1"><SPAN>In your HubSpot account, navigate to </SPAN><STRONG>CRM</STRONG><SPAN> &gt; </SPAN><STRONG>Contacts</STRONG></LI> <LI aria-level="1"><SPAN>In the top right click </SPAN><STRONG>Add contacts</STRONG><SPAN> and select </SPAN><STRONG>Import</STRONG><SPAN>.</SPAN></LI> <LI aria-level="1"><SPAN>Click </SPAN><STRONG>Import data</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Click </SPAN><STRONG>Objects from an app</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Under </SPAN><I><SPAN>Which app do you want to import from</SPAN></I><SPAN>, select </SPAN><STRONG>Salesforce records</STRONG><SPAN>. In the bottom right, click </SPAN><STRONG>Next</STRONG><SPAN>.</SPAN></LI> <LI aria-level="1"><SPAN>Under </SPAN><I><SPAN>What type of object do you want to import</SPAN></I><SPAN>, select </SPAN><STRONG>Custom Objects</STRONG><SPAN>. In the bottom right, click </SPAN><STRONG>Next</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Under </SPAN><I><SPAN>Choose the Salesforce object you’d like to import</SPAN></I><SPAN>, select </SPAN><STRONG>Campaigns</STRONG><SPAN>. In the bottom right, click </SPAN><STRONG>Review</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Review your import data, then click </SPAN><STRONG>Begin import.&nbsp;<BR /><BR /></STRONG></LI> </UL> <P><STRONG><span class="lia-inline-image-display-wrapper lia-image-align-center" image-alt="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Import Data.png" style="width: 999px;"><img src="https://community.hubspot.com/t5/image/serverpage/image-id/163514iAB48FD1099D0BFE0/image-size/large?v=v2&amp;px=999" role="button" title="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Import Data.png" alt="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Import Data.png" /></span></STRONG></P> <P>&nbsp;</P> <H2><SPAN><STRONG>HubSpot:</STRONG> import your Salesforce Campaign members into HubSpot&nbsp;</SPAN></H2> <UL> <LI aria-level="1"><SPAN>In your HubSpot account, navigate to </SPAN><STRONG>CRM</STRONG><SPAN> &gt; </SPAN><STRONG>Contacts</STRONG></LI> <LI aria-level="1"><SPAN>In the top right click </SPAN><STRONG>Import</STRONG><SPAN>.</SPAN></LI> <LI aria-level="1"><SPAN>Click </SPAN><STRONG>Import data</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Click </SPAN><STRONG>Objects from an app</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Under </SPAN><I><SPAN>Which app do you want to import from</SPAN></I><SPAN>, select </SPAN><STRONG>Salesforce records</STRONG><SPAN>. In the bottom right, click </SPAN><STRONG>Next</STRONG><SPAN>.&nbsp;</SPAN></LI> </UL> <UL> <LI aria-level="1"><SPAN>Under </SPAN><I><SPAN>What type of object do you want to import</SPAN></I><SPAN>, select </SPAN><STRONG>Custom Objects</STRONG><SPAN>. In the bottom right, click </SPAN><STRONG>Next</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Under </SPAN><I><SPAN>Choose the Salesforce object you’d like to import</SPAN></I><SPAN>, select </SPAN><STRONG>Campaign members</STRONG><SPAN>. In the bottom right, click </SPAN><STRONG>Review</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Review your import data, then click </SPAN><STRONG>Begin import.&nbsp;&nbsp;</STRONG></LI> </UL> <P><SPAN>The imported campaign members will automatically trigger the </SPAN><I><SPAN>Marketing Campaign to Marketing Campaign Members</SPAN></I><SPAN> workflow, creating the association between relevant campaigns and campaign members.&nbsp;</SPAN></P> <P>&nbsp;</P> <H2><SPAN>Add SF Campaign ID to your Contact Records</SPAN></H2> <P><SPAN>Export data from your Salesforce account, including your contact details and Salesforce Campaign ID, then import this data to the corresponding contact records in HubSpot. When doing so for the first time, you will have to repeat the steps for each different campaign.&nbsp;<BR /><BR /></SPAN></P> <P><SPAN>Each time you import a different </SPAN><I><SPAN>SF campaign ID</SPAN></I><SPAN> to a record, the </SPAN><I><SPAN>create an association between Contact records and Marketing campaign members, and Contact records and Marketing Campaigns</SPAN></I><SPAN> workflow will be triggered to create the relevant associations in HubSpot.&nbsp;</SPAN></P> <P>&nbsp;</P> <H2><SPAN><STRONG>Salesforce:</STRONG> export your campaign member objects</SPAN></H2> <UL> <LI aria-level="1"><SPAN>Log into your Salesforce account.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Navigate to <EM>Reports</EM>:&nbsp;</SPAN></LI> <UL> <LI aria-level="2"><SPAN>In the top left, click your </SPAN><STRONG>app launcher</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="2"><SPAN>Search for and select </SPAN><STRONG>reports</STRONG><SPAN>.&nbsp;</SPAN></LI> </UL> <LI aria-level="1"><SPAN>In the reports tool, in the top right, click </SPAN><STRONG>New Report</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>In the </SPAN><I><SPAN>Select a Report Type</SPAN></I><SPAN> field, search for and select the </SPAN><STRONG>Campaigns with Campaign Members </STRONG><SPAN>report type. Then, click </SPAN><STRONG>Start Report</STRONG><SPAN>.</SPAN></LI> </UL> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Create report.png" style="width: 999px;"><img src="https://community.hubspot.com/t5/image/serverpage/image-id/163511iC9EEFCB69F790F26/image-size/large?v=v2&amp;px=999" role="button" title="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Create report.png" alt="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Create report.png" /></span>&nbsp;</P> <P>&nbsp;</P> <P>&nbsp;</P> <UL> <LI aria-level="1"><SPAN>On the left panel, configure your report columns. It is recommended to set up your report to include the following columns:&nbsp;</SPAN></LI> <UL> <LI aria-level="2"><SPAN>First Name</SPAN></LI> <LI aria-level="2"><SPAN>Last Name</SPAN></LI> <LI aria-level="2"><SPAN>Email</SPAN></LI> <LI aria-level="2"><SPAN>SF Campaign ID (your custom Salesforce Campaign Formula Field)</SPAN></LI> </UL> <LI aria-level="1"><SPAN>In the left panel, click the Filter tab.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Search for and set up a campaign name filter. If you have multiple campaigns with similar names, you may want to use the campaign ID instead:&nbsp;</SPAN></LI> <UL> <LI aria-level="2"><STRONG>Field:</STRONG><SPAN> Campaign name&nbsp;</SPAN></LI> <LI aria-level="2"><STRONG>Operator:</STRONG><SPAN> equals</SPAN></LI> <LI aria-level="2"><STRONG>Name:</STRONG><SPAN> [name of your campaign]</SPAN></LI> </UL> <LI aria-level="1"><SPAN>After setting up your filter, click </SPAN><STRONG>Apply</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>After setting up your report, in the top right, click </SPAN><STRONG>Run</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>In the top right, click the </SPAN><STRONG>Edit</STRONG><SPAN> dropdown menu and select </SPAN><STRONG>Export</STRONG></LI> </UL> <P>&nbsp;</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Export report.png" style="width: 999px;"><img src="https://community.hubspot.com/t5/image/serverpage/image-id/163512i99D93D962ADDD54A/image-size/large?v=v2&amp;px=999" role="button" title="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Export report.png" alt="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Export report.png" /></span></P> <P>&nbsp;</P> <UL> <LI aria-level="1"><SPAN>In the dialog box, select </SPAN><STRONG>Details Only</STRONG><SPAN>.</SPAN></LI> <LI aria-level="1"><SPAN>Click the </SPAN><STRONG>Format</STRONG><SPAN> dropdown menu and select </SPAN><STRONG>Comma Delimited .csv</STRONG><SPAN>.</SPAN></LI> <LI aria-level="1"><SPAN>Click the </SPAN><STRONG>Encoding</STRONG><SPAN> dropdown menu and select </SPAN><STRONG>ISO-8859-1 (General US &amp; Western European, ISO-LATIN-1)</STRONG><SPAN>.</SPAN></LI> <LI aria-level="1"><SPAN>In the bottom right, click </SPAN><STRONG>Export</STRONG><SPAN>.&nbsp;</SPAN></LI> </UL> <P>&nbsp;</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-center" image-alt="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Export report details.png" style="width: 400px;"><img src="https://community.hubspot.com/t5/image/serverpage/image-id/163513i4579643A0A1D8D89/image-size/medium?v=v2&amp;px=400" role="button" title="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Export report details.png" alt="Step 4 - Import Campaign ID data from Salesforce to HubSpot Contacts - Export report details.png" /></span></P> <P>&nbsp;</P> <H2><SPAN><STRONG>HubSpot:</STRONG> import your SF Campaign ID data into your HubSpot contact records&nbsp;</SPAN></H2> <UL> <LI aria-level="1"><SPAN>In your HubSpot account, navigate to </SPAN><STRONG>CRM</STRONG><SPAN> &gt; </SPAN><STRONG>Contacts</STRONG></LI> <LI aria-level="1"><SPAN>In the top right click </SPAN><STRONG>Import</STRONG><SPAN>.</SPAN></LI> <LI aria-level="1"><SPAN>Under</SPAN><I><SPAN> Import a file</SPAN></I><SPAN>, click </SPAN><STRONG>Import data</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Under </SPAN><I><SPAN>Contacts, companies, and other CRM data</SPAN></I><SPAN>, click </SPAN><STRONG>Start Import</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Select the </SPAN><STRONG>Contacts</STRONG><SPAN> checkbox.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>In the bottom right, click </SPAN><STRONG>Next</STRONG><SPAN>.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>Set up your import:</SPAN></LI> <UL> <LI aria-level="2"><STRONG>Contacts file:</STRONG><SPAN> add your exported report from Salesforce here.&nbsp;</SPAN></LI> <LI aria-level="2"><STRONG>Choose how to import Contacts: </STRONG><SPAN>Create and update contacts</SPAN></LI> <LI aria-level="2"><STRONG>Select the language of the column headers in your file: </STRONG><SPAN>English</SPAN></LI> </UL> <LI aria-level="2"><SPAN>In the bottom right, click <STRONG>Next</STRONG>.<BR /><BR /></SPAN></LI> </UL> <P><FONT size="4"><SPAN><STRONG>&nbsp;</STRONG></SPAN></FONT></P> <P><span class="lia-inline-image-display-wrapper lia-image-align-center" image-alt="import.png" style="width: 999px;"><img src="https://community.hubspot.com/t5/image/serverpage/image-id/163515i3C066CEC329BE761/image-size/large?v=v2&amp;px=999" role="button" title="import.png" alt="import.png" /></span><BR /><BR /></P> <UL> <LI aria-level="1"><SPAN>Check your column mappings.</SPAN></LI> <LI aria-level="1"><SPAN>After reviewing your column mappings, in the bottom right, click </SPAN><STRONG>Next</STRONG><SPAN>.&nbsp;</SPAN></LI> </UL> <P><FONT size="4"><SPAN><STRONG>&nbsp;</STRONG></SPAN></FONT></P> <TABLE> <TBODY> <TR> <TD class="lia-align-center"> <P><STRONG>Column header from file (Salesforce)</STRONG></P> </TD> <TD class="lia-align-center"> <P><STRONG>HubSpot Property&nbsp;</STRONG></P> </TD> </TR> <TR> <TD> <P><SPAN>First Name</SPAN></P> </TD> <TD> <P><SPAN>First Name</SPAN></P> </TD> </TR> <TR> <TD> <P><SPAN>Last Name</SPAN></P> </TD> <TD> <P><SPAN>Last Name</SPAN></P> </TD> </TR> <TR> <TD> <P><SPAN>Email</SPAN></P> </TD> <TD> <P><SPAN>Email</SPAN></P> </TD> </TR> <TR> <TD> <P><SPAN>SF Campaign ID (your custom Salesforce field)</SPAN></P> </TD> <TD> <P><SPAN>SF Campaign ID (your custom contact property)</SPAN></P> </TD> </TR> </TBODY> </TABLE> <P><BR /><BR /></P> <P><FONT size="4"><SPAN><STRONG><FONT size="7"><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="import-setup.png" style="width: 999px;"><img src="https://community.hubspot.com/t5/image/serverpage/image-id/163516iB22792217C35A456/image-size/large?v=v2&amp;px=999" role="button" title="import-setup.png" alt="import-setup.png" /></span></FONT></STRONG></SPAN></FONT></P> <P>&nbsp;</P> <UL> <LI aria-level="1"><SPAN>Enter a </SPAN><STRONG>name</STRONG><SPAN> for your import.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>To automatically create a segment of the imported contacts, Select the </SPAN><STRONG>Create a contacts segment</STRONG><SPAN> from this import checkbox.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>If you've turned on data privacy settings in your account, click the </SPAN><STRONG>Set the legal basis for processing a contact's data</STRONG><SPAN> dropdown menu and select a</SPAN><STRONG> legal basis</STRONG><SPAN> of processing.</SPAN></LI> <LI aria-level="1"><SPAN>To set the imported contacts as marketing contacts, select the </SPAN><STRONG>Set these contacts as marketing contacts</STRONG><SPAN> checkbox.&nbsp;</SPAN></LI> <LI aria-level="1"><SPAN>If you've turned on import enrichment in your account, select the </SPAN><STRONG>Enrich records</STRONG><SPAN> checkbox to enrich records with Breeze Intelligence.</SPAN></LI> <LI aria-level="1"><SPAN>In the bottom right, click </SPAN><STRONG>Finish import</STRONG><SPAN>.</SPAN></LI> </UL> Tue, 09 Dec 2025 15:07:41 GMT jleow 2025-12-09T15:07:41Z https://community.hubspot.com/t5/HubSpot-Community-Blog/Salesforce-HubSpot-Campaigns-Step-4-Import-Campaign-ID-data-from/ba-p/1231325 <P>Complete your Salesforce Campaign integration by importing existing data. First, export Campaign Member reports from Salesforce and import them into HubSpot to trigger workflows, create necessary associations, and accurately update Contact records.</P> Tue, 09 Dec 2025 15:07:41 GMT https://community.hubspot.com/t5/HubSpot-Community-Blog/Salesforce-HubSpot-Campaigns-Step-4-Import-Campaign-ID-data-from/ba-p/1231325 jleow 2025-12-09T15:07:41Z https://community.hubspot.com/t5/HubSpot-Community-Blog/Salesforce-HubSpot-Campaigns-Step-4-Import-Campaign-ID-data-from/bc-p/1242303#M1753 <P>Yeah</P> Fri, 16 Jan 2026 13:14:20 GMT https://community.hubspot.com/t5/HubSpot-Community-Blog/Salesforce-HubSpot-Campaigns-Step-4-Import-Campaign-ID-data-from/bc-p/1242303#M1753 Сna 2026-01-16T13:14:20Z