Move your CRM data to Tonic Desk — without the headache
Switching CRMs sounds like a weekend project. It isn't. Tonic Desk imports your contacts, companies, and deals from a standard CSV export, maps the fields automatically, and gets out of your way. Most teams are up and running in under 15 minutes.
Pick your current CRM below for a step-by-step walkthrough.
Migration guides
- Switch from HubSpot to Tonic Desk — Export contacts, companies, and deals from HubSpot and import them with full lifecycle-stage mapping.
- Switch from Pipedrive to Tonic Desk — Bring over people, organizations, and deals. Full names are split automatically; multiple emails and phones are handled.
- Switch from Salesforce to Tonic Desk — Move leads, accounts, and opportunities — including custom fields with the
__csuffix. - Switch from Zoho to Tonic Desk — Migrate contacts, accounts, and potentials. Zoho's terminology maps cleanly to Tonic Desk's.
- Switch from Freshsales to Tonic Desk — Import contacts, companies, and deals, including
cf_custom fields.
What every migration includes
- Contacts with names, emails, phones, job titles, and custom fields
- Companies linked to their contacts automatically
- Deals with stages, amounts, and ownership
- Owner assignment resolved by matching email addresses
Need a hand?
If your dataset is large or your setup is unusual, email support@tonicdesk.com and we will walk you through it.