Review Results and Correct Source Rows

Overview

Review is where the Studio prepares your files and shows exactly what will be delivered. You can see every warning and error, correct individual rows, choose different matches and skip rows that shouldn't be imported. Nothing reaches HubSpot from this step, so it is the safest place to get the data right.

What this helps you understand

How many source rows became companies, contacts and notes.
Which rows have problems, and which files those problems block.
Which matches, owners, dates and standardised values were chosen for each row.

Prepare the files

From Details, choose Prepare selected files. Processing progress shows what the Studio is doing, such as the company or contact being looked up.

Choose Cancel preparation to stop safely. No partial downloads are produced, and you can run the preparation again.

You can leave a long preparation running and continue other work in the Studio.

Read the import summary

The import summary shows the number of source rows, companies, contacts and notes. Where relevant, it also shows skipped rows, blank notes, excluded notes and blocked notes.

Compare these numbers with what you expected. A large difference usually points to a mapping, deduplication or row-selection choice worth checking.

Understand validation messages

Validation messages lists warnings and errors. The first 200 are shown on screen; the issues review file contains all of them.

Errors block the affected output. For example, a missing note owner blocks the notes file, but not the company and contact files.
Warnings don't block files but deserve a check, such as an ambiguous phone number or several contacts sharing an email.

Select the edit icon beside a message to open Correct row for that source row, even if it's not on the current page.

Correct a source row

Open a source row to see its company, contact and note results. Depending on your outputs, you can set:

Source-row decisions: Date override, Owner override, Contact record ID, Company record ID, Contact email override, Company domain override, and a choice of company or contact candidate.
Country, region & phone decisions: Accept the standardised value, replace it, leave it blank, or choose Automatic to undo your decision.
Event timestamp decisions: Use the fallback or leave a missing timestamp empty.
Explicitly exclude this source note: Leave the row out of the notes file only.

Expand Source data & matching evidence to see the original values and match candidates.

Skip rows

Select rows using their checkboxes, then:

Skip selected rows: Remove them from every output. They remain visible in the diagnostics.
Include selected rows: Bring skipped rows back.
Skip all errored rows: Skip every row with an error across the whole import.
Include all skipped rows: Undo all row skips.

Use Previous rows and Next rows to move through large files.

Apply changes

After any change, Changes not applied appears, and downloads are hidden. Choose Apply changes & rerun to update the files. Reruns reuse earlier work where possible, so they are usually faster than the first preparation.

Preview the final files

Final files lists each prepared file with its row count.

Choose the preview icon to open a read-only preview, 1,000 rows per page. Formulas are never run.
Record IDs in previews can open a HubSpot record preview. You need to be signed in to HubSpot in the same browser. If the preview keeps reloading, choose Open in HubSpot.
Choose the download icon to download a single file.

Files are only listed for outputs without blocking errors. Diagnostics and issues files are always available.

Why it matters

Review gives your team a final quality gate. Correcting a handful of rows before import is far easier than cleaning up wrong owners, misattached notes or duplicate records afterwards.

What to do next

With Prepare files only, read Download Prepared Files and Import Them into HubSpot.
With Automated ingestion, choose Next: Automation and read Import Directly into HubSpot with Automated Ingestion.