Import Data from HubSpot

Switching from HubSpot? You don't have to rebuild your CRM from scratch — the HubSpot importer brings your existing data across in one guided process.

What gets imported

Contacts, Companies, Opportunities (converted from HubSpot Deals, with supported pipelines and stages kept intact), custom fields (HubSpot properties), custom folders, emails, notes, and tasks.

How to import

1. Open Import from the Contacts, Companies, or Opportunities section.
2. Click Connect HubSpot and log in to authenticate the connection.
3. Review the onboarding tips and best practices shown before you proceed.
4. Choose which object types you want to import.
5. Review what related data will automatically come along with your selection.
6. Confirm the record counts shown match what you expect.
7. Start the import — it runs in the background.
8. Track progress in real time.
9. Once finished, review the import report for a breakdown of successes and errors.
10. Fix any failed records using the details in the error report.

Before you start

• Turn on Allow Duplicates for both Contacts and Opportunities — this avoids the importer skipping records it thinks are duplicates.
• If possible, import into a clean, empty account rather than one that already has live data.
• Run a test import first if you can, so you know what to expect before doing your full migration.