Easily Filter HubSpot Records Before Importing with SalesEdge.io for Cleaner, Faster Data Transfers

We’re thrilled to announce a new feature designed to make transferring your data from HubSpot to SalesEdge.io much simpler and more efficient. You now have the power to choose exactly which records you want to import—saving you time and helping keep your CRM clean and organized.

What’s New?

• Filter different types of records—Contacts, Deals, Companies, and Tasks—individually right before import.
• Decide which records you want based on when they were created or last updated in HubSpot.
• Set filters using easy options like "In the last 6 months" or "This quarter," or specify exact dates using choices like On, Before, After, or Between.
• Preview the date range your filter will cover before you apply it.
• Combine multiple conditions using AND/OR for even more precise filtering.
• Apply the same filter across every selected record type with just one click.
• See updated record counts instantly—know exactly how many items will be imported before you finish.

How Does It Work?

• In SalesEdge.io, head to Contacts, Companies, or Opportunities, and select Import, then choose to import from HubSpot.
• Follow the import steps until you reach the Preview stage.
• Click the edit icon next to any record type (like Contacts) to start setting your filters.
• Select your field (such as Created Date), your condition, and value. You can add more filters as needed and combine them using AND or OR.
• Apply your chosen filters, or use “Apply filters to all” to set the same criteria for every record type.
• Review the real-time count of records that match your filter, then confirm and start the import.

Why You’ll Love This Update

• Import only the most recent or active records, leaving unused or outdated information behind.
• Your imports are smaller, run faster, and are easier to check over.
• Enjoy a cleaner CRM with far less post-import cleanup.
• Gain confidence by seeing exactly how many records you’re importing, every time.

Helpful Tips

• Filters are optional—leave them blank if you want to bring everything over.
• If you use the “In the last” filter, today is not included.
• Currently, you can filter based on a record’s Created Date or Last Modified Date in HubSpot.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.