Moving in from HubSpot

There are two ways across. Use the first if you can — it brings everything,

keeps the links between your records, and can be run again later.

Connecting HubSpot directly

1. In HubSpot, open Settings → Integrations → Private Apps.
2. Create a private app and give it any name.
3. On the Scopes tab, tick read access for contacts, companies, deals,

owners and schemas.

1. Create it, copy the access token, and paste it into

Settings → Import Data here.

The token is stored encrypted and deleted the moment the fetch finishes.

It is only ever used to read — nothing here can change anything in your

HubSpot account.

Uploading exports instead

If you cannot get a token, export Contacts, Companies and Deals

from HubSpot as CSV and upload all three at once. We work out which file is

which from the columns, so it does not matter what they are called.

A CSV carries no activity history and no links between records, so deals and

contacts are re-attached by matching company names. That works well when the

names are consistent and less well when they are not — another reason to use

the token if your HubSpot administrator will issue one.

Nothing is written until you say so

Everything is read into a holding area first. You then see how many

companies, contacts and deals were found, and decide what happens to each of

your HubSpot properties, before a single record is created.

Your HubSpot properties

The properties that are yours rather than HubSpot's — a rig count, a

contract type, a renewal month — each become a custom field here, and

you can see exactly which before anything runs. If a matching field already

exists, we offer that instead of making a second one.

You can also choose not to bring a property across. Nothing is lost from

HubSpot either way; this only reads.

If a record is already here

Two choices, and it matters which:

• Fill in its blanks, keep what I have — anything you have already

corrected here stays as you left it, and only empty fields are filled.

This is the safe default.

• Leave it alone entirely — existing records are not touched at all.

People are matched on email address, companies on their domain. Somebody

with no email address is matched on their name within the same company.

Running it more than once

Safe. A second run recognises what it already brought across and updates

rather than duplicating — so you can import now, keep working in HubSpot for

a week, and run it again to catch what changed.

If it goes wrong

Every record an import creates is tagged with that import. **Undo this

import** on the import's own page removes all of them, and touches nothing

you added or edited yourself. Records the import only *filled in* are left

alone too, because their content was already yours.

Pipelines and custom fields are deliberately kept, even by an undo — by then

you may have moved your own deals into an imported stage, and removing it

would take their position with them.

What does not come across

• Marketing emails, workflows, forms and landing pages — these are HubSpot

features, not your data.

• Tasks already completed. They are history, and importing them fills your

task list with things that are already done.

• Activity attached to nobody we imported.

The import's own page lists everything it skipped and why, grouped by

reason, so nothing disappears without an explanation.