Moving your data
Move your customers across, risk-free
Export from HubSpot or any spreadsheet, drop the file in, check the preview and import. Changed your mind? Undo it.
The biggest worry about switching CRM is losing or scrambling your customer list. PipelineAI's importer reads HubSpot exports and ordinary CSV or Excel files, Flo matches the columns for you, duplicates are skipped, and nothing is saved until you press import. Every import can be undone for 30 days.
How it works
- Drop in the file. HubSpot exports are recognised automatically; any CSV or Excel file works too, up to 2,000 rows at a time.
- Flo matches the columns. Names, emails, phones, addresses, values and stages are lined up for you to check.
- Paste a messy list. Paste lead notes or rows from an email and Flo turns them into a clean preview.
- Duplicates skipped. Customers already in your CRM are not added twice.
- Undo for 30 days. Remove a whole import in one click. Jobs that have since taken payments or moved on are protected.
The apps behind it
Common questions
Can I connect HubSpot directly?
Export your contacts and deals from HubSpot as a file and import it; no developer setup needed.
What if the import goes wrong?
Open import history and undo it. Anything imported in the last 30 days can be removed.
Bring your customers with you
Every app has a live, hands-on preview on its own page, and every app works completely on its own — no other SmartFlo app, plan or add-on required.