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Knowledge Base Migration Guide

Migrate from HubSpot to OneBob

A complete guide to moving your companies, contacts, and deals from HubSpot CRM into OneBob.

10 min read

The CSV import wizard with the HubSpot preset

Overview

This guide walks you through exporting your data from HubSpot CRM and importing it into OneBob. The process involves three main data types:

Companies (imported as Customers)
Contacts (imported as Customer Contacts)
Deals

Estimated time: 15-30 minutes depending on your data volume.

Before You Begin

You need admin access in both HubSpot and OneBob.
Import companies first, then contacts, then deals. This preserves the relationships between records.
OneBob's import wizard has a built-in HubSpot preset that automatically maps columns for you.
You can undo any import within 24 hours if something goes wrong.
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Step 1: Export Companies from HubSpot

Start by exporting your company records from HubSpot:

1In HubSpot, go to Contacts → Companies.
2Click Actions → Export (top right).
3Choose CSV as the file format.
4Select the properties you want to export (at minimum: Company name, Phone, Website, City, Street Address, Postal Code, Country).
5Click Export and download the CSV file when ready.
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Step 2: Import Companies into OneBob

Now import the exported companies into OneBob:

The column mapping screen with HubSpot fields mapped automatically
1In OneBob, go to Settings → Import.
2Select Customers as the import type.
3Upload the CSV file you exported from HubSpot.
4Select the HubSpot preset. Columns will be mapped automatically.
5Review the preview and click Import.
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Step 3: Export Contacts from HubSpot

Next, export your contact records:

1In HubSpot, go to Contacts → Contacts.
2Click Actions → Export.
3Choose CSV as the file format.
4Select the properties to export (at minimum: First Name, Last Name, Email, Phone, Job Title, Associated Company).
5Click Export and download the CSV file.
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Step 4: Import Contacts into OneBob

Import the contacts and link them to the companies you already imported:

1In OneBob, go to Settings → Import.
2Select Customer Contacts as the import type.
3Upload the CSV file you exported from HubSpot.
4Select the HubSpot preset.
5The "Associated Company" column will be matched to existing customers by name. Review the preview and click Import.
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Step 5: Export Deals from HubSpot

Finally, export your deals:

1In HubSpot, go to Sales → Deals.
2Click Actions → Export.
3Choose CSV as the file format.
4Select the properties to export (at minimum: Deal Name, Amount, Close Date, Deal Stage, Pipeline, Associated Company).
5Click Export and download the CSV file.
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Step 6: Import Deals into OneBob

Import your deals and link them to customers:

1In OneBob, go to Settings → Import.
2Select Deals as the import type.
3Upload the CSV file you exported from HubSpot.
4Select the HubSpot preset.
5The "Associated Company" column will be matched to existing customers. Review the preview and click Import.

Tips & Best Practices

Import order matters: always import companies first, then contacts, then deals. This ensures that contacts and deals can be linked to their parent companies.
Use the duplicate check: OneBob's import wizard can skip or update existing records if you re-import. Choose "Skip duplicates" for a safe first import.
Check the preview carefully: the import wizard shows you exactly how your data will be mapped before you commit. Verify that key fields like company name and email are correctly mapped.
Undo if needed: every import can be rolled back within 24 hours from the import history page.
Custom fields: if you have HubSpot custom properties that don't match OneBob's preset mapping, you can manually map them in the column mapping step.

Field Mapping Reference

The tables below show how HubSpot CSV columns are automatically mapped to OneBob fields when you select the HubSpot preset.

Companies → Customers

HubSpot Column OneBob Field
Company name company_name
Phone Number phone
Website URL website
City city
Street Address street
Postal Code postal_code
Country/Region country
Description notes
Lead Status status
Company owner assigned_to
Lead Source source

Contacts → Customer Contacts

HubSpot Column OneBob Field
First Name first_name
Last Name last_name
Email email
Phone Number phone
Job Title position
Salutation salutation
Associated Company company (lookup)
Notes notes

Deals

HubSpot Column OneBob Field
Deal Name deal_name
Amount value
Close Date expected_close_date
Deal Stage stage
Pipeline pipeline
Description description
Associated Company customer (lookup)
Deal owner assigned_to
Lead Source source

Deal probability is intentionally not auto-mapped. OneBob's weighted pipeline uses each stage's probability by default, so we don't override it from your file. To keep per-deal probabilities, map the column manually on the mapping step using a 0-100 percent scale.

Need Help?

If you run into any issues during the migration, our team is happy to help. Reach out via the contact page and we'll assist you with your data migration.

Contact Support

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