I want to import companies, contacts, deals, and activities into Hubspot. It seems Hubspot’s native functionality lacks the most basic importing features. As a result, we need a data migration tool/app. Many youtube videos show uploads using the Import2 wizard; however, our old CRM is not supported. Our data is in .csv/excel files. Does anyone have experience using Import2 to transfer data via .csv or excel? Would you recommend it? Are there any other tools/apps that you know of that are better than Import2?
I understand the Import2 has a “sister” product CSVLoader which supposedly makes importing massive CSV files into HubSpot a bit easier (hearsay only I have yet to use the product).
If you’re not finding that Import2 has the support for your current system, Coefficient on the HubSpot marketplace offers a 2-way sync between HubSpot and Excel or Google Sheets. You’ll also find over 100 pre-built connectors you can import data into your spreadsheet from and if there isn’t a pre-built connector, there is a Connect Any API connector as well. Here’s a full walkthrough.