Switch from HubSpot

Leave HubSpot without leaving your data behind

Tonic Desk imports your HubSpot contacts, companies, and deals from a straightforward CSV export. No third-party migration tools, no API keys to hunt down — just export, upload, and get back to selling.

Most teams finish in under 15 minutes

What transfers

Contact records with all standard fields (name, email, phone, mobile, job title)
Company records linked to their contacts
Deals with amounts, stages, and close dates
Lifecycle stages mapped to Tonic Desk equivalents
Lead statuses
Owner assignments (matched by email address)
Custom properties that have a corresponding custom field in Tonic Desk

Step by step

1. Export your contacts from HubSpot

Log in to HubSpot and navigate to Contacts. Click the Actions dropdown in the top-right corner and select Export. Choose CSV as the format and include all properties you want to bring over. HubSpot will email you a download link within a few minutes.

2. Export your companies

Switch to the Companies tab in HubSpot. Click the Export button near the top of the table. Again, choose CSV and select the properties that matter to you — company name, domain, industry, and any custom properties you have been tracking.

3. Export your deals

Go to the Deals section. Click the Export button from the table view. Make sure you include deal name, amount, stage, close date, and associated contact or company fields.

4. Upload your files to Tonic Desk

In Tonic Desk, open Settings > Import. Drag in your contacts CSV first, then companies, then deals. Tonic Desk reads the column headers and maps them to the right fields automatically. Review the preview to make sure everything looks correct.

5. Verify and clean up

Once the import finishes, spot-check a handful of records. Confirm that lifecycle stages mapped correctly, company associations are in place, and deal amounts came through. Fix any one-off mismatches in the field-mapping screen before finalizing.

Field mapping reference

Source Field	Tonic Desk Field	Notes
First Name	first_name	Direct match
Last Name	last_name	Direct match
Email	email	Direct match
Phone Number	phone	Direct match
Mobile Phone Number	mobile	Direct match
Job Title	job_title	Direct match
Company Name	company	Auto-linked to existing company records
Lifecycle Stage	lifecycle_stage	subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, evangelist map to subscriber, lead, marketing_qualified, sales_qualified, opportunity, customer, evangelist
Lead Status	lead_status	Direct match
Contact owner	owner	Resolved by matching the owner's email address

What doesn't transfer (and workarounds)

Email tracking history — HubSpot's open and click tracking data is proprietary. Workaround: export a HubSpot activity report to CSV and keep it as a reference file.
Workflows — Automation sequences do not carry over. Workaround: screenshot or document your active workflows before canceling, then rebuild the key ones using Tonic Desk's automation rules.
Forms — HubSpot form definitions and submission data stay in HubSpot. Workaround: recreate forms in Tonic Desk or connect a third-party form tool via webhook.
Meeting scheduler settings — Calendar links and booking pages are HubSpot-specific. Workaround: set up Tonic Desk's built-in meeting scheduler or connect Calendly.
Email tracking pixels — Pixel-based open tracking does not migrate. Tonic Desk uses its own tracking once you start sending from the platform.

Tips for a smooth switch

Export all contacts at once rather than filtering by list — you can always segment later inside Tonic Desk.
If you use HubSpot's "Associated Company" field on contacts, make sure to include it in your export so Tonic Desk can auto-link contacts to companies.
Import companies before contacts. That way, company records already exist when contacts reference them.
Run a duplicate check in HubSpot before exporting. Cleaning data in the source CRM is faster than fixing it after import.
If you have more than 50,000 contacts, break the export into batches by list or lifecycle stage to keep file sizes manageable.

Do I need a paid HubSpot plan to export my data?

No. HubSpot's free tier includes CSV export for contacts, companies, and deals. You do not need to upgrade to export your own data.

Will my HubSpot lifecycle stages carry over accurately?

Yes. Tonic Desk maps HubSpot lifecycle stages automatically: subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, and evangelist all have direct equivalents. If you created custom lifecycle stages in HubSpot, you will need to add matching custom fields in Tonic Desk before importing.

What happens to contact owners during the import?

Tonic Desk matches the "Contact owner" field to your team members by email address. Make sure the email addresses in HubSpot match the ones your team uses in Tonic Desk, or ownership will be left unassigned for manual review.

Can I import HubSpot notes and activity logs?

Not through the standard CSV import. HubSpot does not include notes or activity timelines in its contact export. If you need historical notes, use the HubSpot API to export them into a CSV, then import that file as a custom object or attach it as a reference.