Migrate from HubSpot - Mapping Helper
Upload HubSpot CSV
What the HubSpot Migration Helper does
The HubSpot Migration Helper is a pre-flight check for moving your CRM data. You upload the CSV files exported from HubSpot, map each HubSpot property to its HelloGrowthCRM equivalent, and get a validation preview that flags missing required fields, empty columns, and rows likely to fail — all before anything is imported.
This matters because a botched migration poisons trust in the new system on day one. If reps open the new CRM and find contacts without phone numbers, deals in the wrong stages, or duplicated companies, they retreat to spreadsheets and the switch fails for reasons that have nothing to do with the software. An hour of mapping and validation up front prevents weeks of cleanup.
It is built for small businesses leaving HubSpot because the pricing tiers outgrew their needs — teams who mostly use contacts, companies, deals, and notes, and want that core moved cleanly rather than a consultant-grade replication of every workflow.
How to plan your migration
Export contacts, companies, and deals from HubSpot
Export each object type as its own CSV with all the properties you actually use. Skip HubSpot-internal analytics columns — they have no destination and only clutter mapping.
Clean the CSVs before uploading
Remove duplicates, obvious dead records, and test entries in the spreadsheet. Deciding what not to migrate is the highest-leverage step of the whole project.
Map fields and review the validation preview
Match each HubSpot property to a HelloGrowthCRM field and read every warning the helper raises. A flagged column usually means either a mapping mistake or data that was already broken in HubSpot.
Import a small batch first
Bring over 20-50 records, open them in HelloGrowthCRM, and check names, owners, stages, and custom fields look right. Only then run the full import.
How to read your results
Read the validation results as a priority list, not a pass/fail grade. Errors on required fields — a contact with no name or no contact method — must be fixed or dropped before import. Warnings about empty optional columns are usually fine to ignore; they often mark HubSpot properties your team never filled in, which is useful evidence you do not need that field in the new system either.
If a large share of rows fails on the same column, the problem is systematic: a mismapped field, a date format difference, or a picklist whose values do not exist yet in HelloGrowthCRM. Fix the mapping or create the field options once, re-run the preview, and watch the error count collapse rather than editing rows one at a time.
Migration examples
A 5-person marketing agency leaving HubSpot's paid tiers
Facing a renewal that costs more than the value they get from three used features, the agency exports 4,200 contacts and 180 open deals. The validation preview flags 600 contacts with no email or phone — old event scans they choose not to migrate — so the new CRM starts with a clean 3,600-contact core.
A staffing firm consolidating two HubSpot portals
After acquiring a smaller competitor, the firm holds contact exports from two portals with different property names. Mapping both files against a single HelloGrowthCRM field set exposes the overlaps and mismatched stage names, letting them merge into one pipeline instead of importing two conflicting structures.
A solo consultant moving before a busy quarter
With 900 contacts and a simple pipeline, he exports on a Friday, runs the mapping preview over coffee, fixes one date-format warning, and imports the same afternoon. Because HelloGrowthCRM setup takes about 15-30 minutes, he starts Monday working from the new system without a gap in follow-up.
HubSpot Migration Helper — frequently asked questions
Quick answer
How do I export my data from HubSpot?
- What does this migration helper actually check
- Will my deal pipeline and stages carry over
- How long does a HubSpot to HelloGrowthCRM migration take