How to Import Your Data from HubSpot to Laureo

Switching CRMs can feel daunting, especially when you have years of customer data in your current platform. This guide walks you through migrating from HubSpot to Laureo step by step, covering what to export, how to clean your data, and how to import everything without losing information.

Before You Start

Take Inventory

Before exporting anything, take stock of what you have in HubSpot and what you actually need in Laureo. Not everything needs to migrate.

Typically worth migrating:

• Contacts (people) and their properties
• Companies and their properties
• Deals with pipeline stages and values
• Notes and activity history (if available via export)
• Tags or lists used for segmentation

Often not worth migrating:

• Email campaign history (you will build new campaigns in Laureo)
• Workflow configurations (you will rebuild these using Laureo's workflow builder)
• Form submissions that have already been converted to contacts
• Duplicate or outdated records

Plan Your Field Mapping

HubSpot uses specific property names that may not match Laureo's field names exactly. Before exporting, create a mapping document:

HubSpot Property	Laureo Field
First Name	First Name
Last Name	Last Name
Email	Email
Phone Number	Phone
Company Name	Company (linked)
Lifecycle Stage	Tag or Status
Deal Name	Opportunity Name
Deal Stage	Pipeline Stage
Amount	Value
Close Date	Expected Close Date
Contact Owner	Assigned To

For custom properties, you will create matching custom fields in Laureo before importing. Note which HubSpot properties map to standard fields and which require custom fields.

Step 1: Export Your Data from HubSpot

HubSpot provides export functionality for each object type. You will need to export contacts, companies, and deals separately.

Exporting Contacts

1. Go to Contacts in HubSpot
2. Select All contacts (or a specific list if you want a subset)
3. Click Export and choose CSV format
4. Select the properties you want to include. At minimum: first name, last name, email, phone, company name, lifecycle stage, contact owner, and any custom properties you use
5. Click Export and wait for the download link via email

Exporting Companies

1. Go to Companies in HubSpot
2. Click Export and choose CSV
3. Include: company name, domain, industry, phone, address, city, state, country, and any custom properties
4. Download the file

Exporting Deals

1. Go to Sales > Deals in HubSpot
2. Click Export and choose CSV
3. Include: deal name, deal stage, pipeline, amount, close date, deal owner, associated contact, and associated company
4. Download the file

Exporting Notes and Activities

HubSpot does not offer a straightforward bulk export of notes and activities through the standard UI. Your options:

• HubSpot API: If you are technical, the CRM API lets you export engagement objects (notes, calls, meetings, emails) in bulk
• Third-party tools: Migration tools like Import2 or Trujay can extract activity data programmatically
• Manual priority: For critical accounts, manually copy the most important notes. For the rest, start fresh in Laureo.

For most small business migrations, exporting contacts, companies, and deals covers 90% of the value. Activity history is nice to have but not essential.

Step 2: Clean Your Data

This is the most important step in the entire migration. Clean data in your new CRM sets the foundation for accurate reporting and reliable automation. Dirty data will haunt you for months.

Remove Duplicates

HubSpot's merge feature might not have caught everything. Open your CSV files and look for:

• Contacts with the same email address
• Companies with the same name but slightly different formatting ("Acme Inc" vs "Acme, Inc." vs "ACME")
• Deals associated with the same contact and company that represent the same opportunity

Most spreadsheet tools can help you identify duplicates. Sort by email address for contacts and by company name for companies.

Standardize Formats

• Phone numbers: Pick one format and apply it consistently. Remove country codes if all contacts are domestic, or add them if international.
• Addresses: Consistent abbreviations (St vs Street, Ave vs Avenue). Full state names or abbreviations, not a mix.
• Company names: Remove trailing punctuation differences. "Acme Corp." and "Acme Corp" should be the same.
• Names: Fix obvious casing issues. "john smith" should be "John Smith."

Remove Dead Records

If a contact has no email address, no phone number, and no activity in the last two years, they are probably not worth migrating. Declutter now so your new CRM starts clean.

Validate Email Addresses

Invalid email addresses waste storage and hurt your deliverability if you send campaigns. Run your contact list through an email validation service to flag bounced or disposable addresses. Remove or quarantine them before import.

Step 3: Prepare Laureo for Import

Before importing your data, set up the structure it will land in.

Create Custom Fields

Review your field mapping document. For any HubSpot property that does not match a standard Laureo field, create a custom field:

1. Go to Settings > Custom Fields in Laureo
2. Create fields for each custom property you want to import
3. Note the exact field names, as you will need them during column mapping

Set Up Your Pipeline

Create pipeline stages in Laureo that match your sales process. You can replicate your HubSpot pipeline stages exactly or take this opportunity to simplify.

If HubSpot had 10 stages and three of them were rarely used, drop them. Start with the stages your team actually uses.

Create Tags

If you used HubSpot lifecycle stages or lists for segmentation, create equivalent tags in Laureo. For example:

• HubSpot "Marketing Qualified Lead" becomes a "MQL" tag
• HubSpot "Customer" lifecycle stage becomes a "Customer" tag
• HubSpot list "Trade Show Leads 2025" becomes a "Trade Show 2025" tag

Step 4: Import Your Data

Import in this order: companies first, then contacts, then deals. This ensures that when contacts reference a company, the company record already exists in Laureo.

Import Companies

1. Go to Settings > Import in Laureo
2. Upload your companies CSV
3. Map each CSV column to the corresponding Laureo field
4. Review the preview to confirm data looks correct
5. Run the import
6. Verify a sample of imported records to check field mapping accuracy

Import Contacts

1. Upload your contacts CSV
2. Map columns to Laureo fields. The company name column should match against existing company records, linking contacts to their companies automatically.
3. Map any custom properties to the custom fields you created earlier
4. Review the preview
5. Run the import
6. Spot-check 10-20 records to verify names, emails, phone numbers, and company links are correct

Import Deals

1. Upload your deals CSV
2. Map columns: deal name, value, stage, expected close date, and owner
3. Map the associated contact and company columns so deals are linked correctly
4. Review and import
5. Check your pipeline board to verify deals appear in the correct stages with accurate values

Step 5: Verify and Clean Up

After importing, spend time validating the data:

Check Record Counts

Compare the number of records in HubSpot versus Laureo. If you exported 2,500 contacts and only 2,350 imported, investigate the discrepancy. Common causes:

• Missing required fields (like email) that Laureo requires
• Duplicate detection that merged records during import
• Formatting issues in specific rows

Verify Relationships

Open several contact records and confirm:

• The contact is linked to the correct company
• Their deals appear on their record
• Custom fields contain the expected data
• Tags were applied correctly

Test Your Pipeline

Open the pipeline board and verify:

• All stages are present
• Deals are in the correct stages
• Deal values and close dates are accurate
• Deal owners are assigned correctly

Assign Ownership

If your HubSpot contact owners do not map perfectly to Laureo users, you may need to reassign some records. Use bulk assignment to update ownership for contacts that need it.

Common Migration Pitfalls

Not Cleaning Data Before Import

This is the number one mistake. Every formatting inconsistency, duplicate, and dead record you import creates work later. Thirty minutes of cleanup before import saves hours of cleanup after.

Trying to Migrate Everything

You do not need to bring every email thread, every completed task, and every campaign interaction from HubSpot. Focus on the data your team actively uses: contacts, companies, active deals, and important notes.

Forgetting to Map Custom Fields

If you skip creating custom fields before import, that data has nowhere to go. It either gets dropped or lands in the wrong place.

Not Testing with a Small Batch

Before importing your full database, test with 50 to 100 records. Verify the mapping, check for errors, and adjust before running the full import.

Going Live Too Soon

After import, give your team a day or two to explore the data in Laureo before making it the primary system. This buffer lets you catch and fix issues before they affect daily work.

After Migration

Once your data is in Laureo and verified:

1. Set up your email integration so new conversations are logged automatically
2. Build your first automation to handle lead assignment or follow-up sequences
3. Create a few saved views for common filters (my deals, hot leads, stale pipeline)
4. Walk your team through the basics with a 30-minute training session
5. Deactivate HubSpot only after confirming everything is working in Laureo

Migration is a one-time effort that pays off for years. Take the time to do it right, and you will start your Laureo experience with clean, organized data that your team can trust.