Hello,
Is there anyone who can kindly spare a few minutes to talk me through the steps of migrating data from Insightly CRM to HubSpot please? A few folks kindly sent me some links but I got a bit lost.
Thank you,
Dara
Hi @Dara-London,
I think this might be helpful.
Just go into Insightly, find the data you want (like contacts, companies, etc.), and export it as a CSV file.
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Open the CSV and make sure everything’s clean and matches HubSpot fields (like “Company” in Insightly = “Company” in HubSpot).
Hop into HubSpot, go to Settings > Import, and follow the steps to upload that CSV file.
After the upload, just check that everything looks good in HubSpot. Might need to adjust a couple of things.
I hope it helps, let me know if you need to talk!
Khushboo Pokhriyal
Growth & Operations
GroRapid Labs
LinkedIn | 9315044754 | Email | Website
Dara, we are glad to help with advice or can even take over and get it done if needed too… I’m darren@syncmatters.com.