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Import data from HubSpot

Learn how to import HubSpot Contacts, Deals, Pipelines, Stages, and Custom Fields into GHL Customer Care using the HubSpot Importer

8 min read1,854 words13 explained imagesUpdated Thu, 10 Sep at 4:54 PM
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  1. Key Benefits of HubSpot Importer
  2. Before You Start
  3. What Data You Can Import from HubSpot
  4. Limitations and Considerations
  5. How To Use the HubSpot Importer
  6. Troubleshooting
  7. Frequently Asked Questions
  8. Related Articles

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HubSpot Importer helps you move important HubSpot CRM data into GHL Customer Care faster. This article walks you through importing your HubSpot data (contacts, deals, custom fields, and pipelines) and reviewing the import results so you can spot and fix any errors.


TABLE OF CONTENTS


What is the HubSpot Importer?

HubSpot Importer makes it easier to switch from HubSpot to GHL Customer Care. Instead of rebuilding your CRM setup by hand, you can connect HubSpot, choose what to bring over, and start the import from inside GHL Customer Care.

This helps speed up onboarding by bringing over important data and structure, including Contacts, Opportunities, Custom Fields, Pipelines, Stages, and Custom Folders. After the import finishes, GHL Customer Care shows a report so you can see what imported successfully, what failed, and what may need review.

What is the HubSpot Importer? (image 1 of 13) What this shows This helps speed up onboarding by bringing over important data and structure, including Contacts, Opportunities, Custom Fields, Pipelines… What this shows Illustrates the "What is the HubSpot Importer?" section of "Import data from HubSpot". This screenshot appears in the "What is the HubSpot Importer?" section of "Import data from HubSpot". The text alongside this image reads: This helps speed up onboarding by bringing over important data and structure, including Contacts, Opportunities, Custom Fields, Pipelines, Stages, and Custom Folders. After the import finishes, GHL Customer Care shows a report so you can see what imported successfully, what failed, and what may need…. Immediately after, the guide continues: Faster Migration: Import supported HubSpot CRM data directly into GHL Customer Care without relying only on manual CSV exports. Preserved Structure: Bring HubSpot Deals into GHL Customer Care as Opportunities while keeping supported Pipelines…. Image 1 of 13 What this coversThis helps speed up onboarding by bringing over important data and structure, including Contacts, Opportunities, Custom Fields, Pipelines, Stages, and Custom Folders. After the import finishes, GHL Customer Care shows a report so you can see what imported successfully, what failed, and what may need review. Next stepFaster Migration: Import supported HubSpot CRM data directly into GHL Customer Care without relying only on manual CSV exports. Preserved Structure: Bring HubSpot Deals into GHL Customer Care as Opportunities while keeping supported Pipelines and Stages organized. Custom Data Continuity: Import supported HubSpot Contact and Deal Properties as GHL Customer Care Custom Fields. Transparent Reporting: Review import totals, successful records, errors, warnings, object-level results, and record-level messages after the import finishes.

Key Benefits of HubSpot Importer

  • Faster Migration: Import supported HubSpot CRM data directly into GHL Customer Care without relying only on manual CSV exports.

  • Preserved Structure: Bring HubSpot Deals into GHL Customer Care as Opportunities while keeping supported Pipelines and Stages organized.

  • Custom Data Continuity: Import supported HubSpot Contact and Deal Properties as GHL Customer Care Custom Fields.

  • Transparent Reporting: Review import totals, successful records, errors, warnings, object-level results, and record-level messages after the import finishes.


Before You Start

  • Use a clean account when possible. Importing into an account that does not already have manually created data makes errors and duplicates easier to review.

  • Turn on Allow duplicates for both Contacts and Opportunities before you start. You can re-enable de-duplication after the import is complete. Leaving duplicate-blocking on causes a lot of avoidable errors during a HubSpot import.
  • The import runs in the background. You can close the window and return later to review progress.

  • It is recommended to use English as the account language.
  • It is recommend to test imports in a new or non-production location before importing into an actively used location.

What Data You Can Import from HubSpot

The HubSport Importer currently supports Contacts, Opportunities (Deals), Companies, Custom Fields (Properties), Custom Folders, Pipelines, Stages, Emails, Notes and Tasks.

When Deals are imported as Opportunities, their pipeline and stage structure is preserved when supported by the importer. This helps keep your sales process familiar after moving from HubSpot to GHL Customer Care.

Migration TypeWhat It Does
Contacts migrationBrings HubSpot contact records into GHL Customer Care.
Opportunities migrationImports HubSpot Deals as GHL Customer Care Opportunities.
Companies migrationImports HubSpot companies as new records into GHL Customer Care.
Custom Fields migrationMaps HubSpot Contact and Deal Properties to GHL Customer Care Custom Fields.
Pipelines & Stages migrationPreserves the full pipeline structure, including stages.
Custom Folders migrationCarries over folder organization for supported imported data.
Email migrationBrings over all of your emails from HubSpot into GHL Customer Care
Tasks migrationBrings your reminders and to-dos into GHL Customer Care.

For unsupported objects, use your broader migration plan or the manual migration steps in the HubSpot to GHL Customer Care migration guide.


Limitations and Considerations

  • Pipelines & Opportunities: Pipelines and pipeline stages are imported. An opportunity can be associated with up to 10 additional contacts. Also an opportunity with no contacts associated to it cannot be imported.
  • Custom Fields: Custom field mapping is based on field keys. If a conflicting field key already exists in GHL Customer Care, the import may fail. HubSpot calculated fields are imported as Single Line Text fields.
  • Files & Attachments: File attachments are supported for Contacts and Opportunities.
  • Contacts: If an imported contact is deleted in GHL Customer Care and the importer is run again, the contact will be imported again. If the deleted contact is later restored, duplicate contacts may be created.
  • Notes: A note can be associated with only one record of each object type. For example, a note can be linked with one contact, one opportunity. Currently - notes cannot be associated to companies.
  • Tasks: Recurring tasks are not supported. A task can be associated with up to 10 records of each object type. For example, a task can be linked with 10 contacts, 10 opportunities or 10 companies.
  • Associations: Some associations may not be imported due to platform limits. Customers should validate critical associations after migration.
  • Emails: Imported emails from HubSpot will be read only.

How To Use the HubSpot Importer

Step 1: Open Import Data

From Contacts (or Companies or Opportunities), open the Import menu in the top-right and select Import data. 

Step 1: Open Import Data (image 2 of 13) What this shows From Contacts (or Companies or Opportunities), open the Import menu in the top-right and select Import data. What this shows Illustrates the "Step 1: Open Import Data" section of "Import data from HubSpot". This screenshot appears in the "Step 1: Open Import Data" section of "Import data from HubSpot". The text alongside this image reads: From Contacts (or Companies or Opportunities), open the Import menu in the top-right and select Import data. Immediately after, the guide continues: Click Connect HubSpot in the right card to start a HubSpot import. Image 2 of 13 What to chooseFrom Contacts (or Companies or Opportunities), open the Import menu in the top-right and select Import data. Next stepClick Connect HubSpot in the right card to start a HubSpot import.

Step 2: Select HubSpot Import

Click Connect HubSpot in the right card to start a HubSpot import.

Step 2: Select HubSpot Import (image 3 of 13) What this shows Click Connect HubSpot in the right card to start a HubSpot import. What this shows Illustrates the "Step 2: Select HubSpot Import" section of "Import data from HubSpot". This screenshot appears in the "Step 2: Select HubSpot Import" section of "Import data from HubSpot". The text alongside this image reads: Click Connect HubSpot in the right card to start a HubSpot import. Immediately after, the guide continues: Login to your HubSpot account and authenticate. Image 3 of 13 What to clickClick Connect HubSpot in the right card to start a HubSpot import.
Buttons and menus referenced Connect HubSpot
Next stepLogin to your HubSpot account and authenticate.

Step 3: Authenticate your HubSpot account

Login to your HubSpot account and authenticate.

Step 3: Authenticate your HubSpot account (image 4 of 13) What this shows Login to your HubSpot account and authenticate. What this shows Illustrates the "Step 3: Authenticate your HubSpot account" section of "Import data from HubSpot". This screenshot appears in the "Step 3: Authenticate your HubSpot account" section of "Import data from HubSpot". The text alongside this image reads: Login to your HubSpot account and authenticate. Immediately after, the guide continues: Once your key is verified, the import wizard opens at Get started. This step shows a quick walkthrough video and a few tips. Image 4 of 13 What this coversLogin to your HubSpot account and authenticate. Next stepOnce your key is verified, the import wizard opens at Get started. This step shows a quick walkthrough video and a few tips:

Step 4: Review the Quick Tips

Once your key is verified, the import wizard opens at Get started. This step shows a quick walkthrough video and a few tips:

  • Clean up duplicates in HubSpot before importing.

  • Back up your current data before importing.

  • Review field mappings before you start the import.

When you're ready, click Continue.

Step 4: Review the Quick Tips (image 5 of 13) What this shows When you're ready, click Continue. What this shows Illustrates the "Step 4: Review the Quick Tips" section of "Import data from HubSpot". This screenshot appears in the "Step 4: Review the Quick Tips" section of "Import data from HubSpot". The text alongside this image reads: When you're ready, click Continue. For context, this section explains: Once your key is verified, the import wizard opens at Get started. This step shows a quick walkthrough video and a few tips. Immediately after, the guide continues: Choose which HubSpot objects to bring over. Image 5 of 13 What to clickWhen you're ready, click Continue.
Buttons and menus referenced Get startedContinue
Next stepChoose which HubSpot objects to bring over:
All 3 steps in this procedure
  1. Clean up duplicates in HubSpot before importing.
  2. Back up your current data before importing.
  3. Review field mappings before you start the import.

Step 5: Select What to Import

Choose which HubSpot objects to bring over:

  • Contacts: People you track (leads, customers, prospects).

  • Tasks: track to-dos, follow-ups, and reminders linked to your records.

  • Deals: Track pipeline value and status. Deals are imported as Opportunities.
    Importing Deals requires Contacts. Contacts will be auto-selected if you pick Deals.
  • Companies: Brings over your company object records as Companies.

Tick the boxes for what you want, then click Continue.

Step 5: Select What to Import (image 6 of 13) What this shows Tick the boxes for what you want, then click Continue. What this shows Illustrates the "Step 5: Select What to Import" section of "Import data from HubSpot". This screenshot appears in the "Step 5: Select What to Import" section of "Import data from HubSpot". The text alongside this image reads: Tick the boxes for what you want, then click Continue. Immediately after, the guide continues: The wizard automatically includes the related data needed to keep your records complete and connected. Image 6 of 13 What to chooseTick the boxes for what you want, then click Continue.
Buttons and menus referenced ContactsOpportunitiesCompaniesContinue
Next stepThe wizard automatically includes the related data needed to keep your records complete and connected:
All 4 steps in this procedure
  1. Contacts: People you track (leads, customers, prospects).
  2. Tasks: track to-dos, follow-ups, and reminders linked to your records.
  3. Deals: Track pipeline value and status. Deals are imported as Opportunities. Importing Deals requires Contacts. Contacts will be auto-selected if you pick Deals.
  4. Companies: Brings over your company object records as Companies.

Step 6: Review What is Included

The wizard automatically includes the related data needed to keep your records complete and connected:

  • Contacts: all properties (standard + custom fields), notes, emails

  • Tasks: associations.

  • Deals: all properties, pipelines, notes, associations.
  • Companies: properties and associations.
    Pipeline stages are imported along with pipelines. You don't need to recreate them.

Two things to watch for with custom fields:

  • Custom fields are mapped by key. If a custom field with the same key already exists in your account, the import will throw an error for that field. Rename or remove the existing one before importing if you want a clean mapping.

  • Mismatched name vs. label. If a custom field's internal name and display label are different in HubSpot, you may see issues during import. Reviewing your HubSpot custom fields and aligning name/label before importing avoids surprises.

Click Continue to move on.

Step 6: Review What is Included (image 7 of 13) What this shows Custom fields are mapped by key. What this shows Illustrates the "Step 6: Review What is Included" section of "Import data from HubSpot". This screenshot appears in the "Step 6: Review What is Included" section of "Import data from HubSpot". The text alongside this image reads: Custom fields are mapped by key. If a custom field with the same key already exists in your account, the import will throw an error for that field. Rename or remove the existing one before importing if you want a clean mapping. Mismatched name vs. label. If a custom field's internal name and…. Immediately after, the guide continues: Before the import starts, the wizard shows what will be brought over and how many records are involved. For each row you'll see. Image 7 of 13 What this coversCustom fields are mapped by key. If a custom field with the same key already exists in your account, the import will throw an error for that field. Rename or remove the existing one before importing if you want a clean mapping. Mismatched name vs. label. If a custom field's internal name and display label are different in HubSpot, you may see issues during import. Reviewing your HubSpot custom fields and aligning name/label before importing avoids surprises.
Buttons and menus referenced CompaniesTCustom fields are mapped by key.Mismatched name vs. label.Continue
Next stepBefore the import starts, the wizard shows what will be brought over and how many records are involved. For each row you'll see:
All 4 steps in this procedure
  1. Contacts: all properties (standard + custom fields), notes, emails
  2. Tasks: associations.
  3. Deals: all properties, pipelines, notes, associations.
  4. Companies: properties and associations. Pipeline stages are imported along with pipelines. You don't need to recreate them.

Step 7: Confirm Record Counts

Before the import starts, the wizard shows what will be brought over and how many records are involved. For each row you'll see:

  • HubSpot data: what's in HubSpot (e.g., Contacts – records, Deals – pipelines).

  • Imported as: what it becomes in your account (e.g., Contacts – custom fields, Opportunities – pipelines).

  • Records found: how many records will be imported.

Note: The Records found count for custom fields can differ from what you see in HubSpot's UI. The wizard counts only fields it can map and import, so a small gap between the two numbers is expected.

Optionally click the Edit (pencil) icon next to contact properties or deal properties to select the specific properties to include.

Click Confirm and start import to kick it off. Confirm once more in the dialog that follows.

Step 7: Confirm Record Counts (image 8 of 13) What this shows Click Confirm and start import to kick it off. What this shows Illustrates the "Step 7: Confirm Record Counts" section of "Import data from HubSpot". This screenshot appears in the "Step 7: Confirm Record Counts" section of "Import data from HubSpot". The text alongside this image reads: Click Confirm and start import to kick it off. Confirm once more in the dialog that follows. Immediately after, the guide continues: You can also choose to modify and bring in only certain custom fields from HubSpot and not all of them. Image 8 of 13 How to confirmClick Confirm and start import to kick it off. Confirm once more in the dialog that follows.
Buttons and menus referenced HubSpot dataImported asRecords foundEditConfirm and start import
Next stepYou can also choose to modify and bring in only certain custom fields from HubSpot and not all of them.
All 3 steps in this procedure
  1. HubSpot data: what's in HubSpot (e.g., Contacts – records, Deals – pipelines).
  2. Imported as: what it becomes in your account (e.g., Contacts – custom fields, Opportunities – pipelines).
  3. Records found: how many records will be imported.

You can also choose to modify and bring in only certain custom fields from HubSpot and not all of them.

Step 7: Confirm Record Counts (image 9 of 13) What this shows You can also choose to modify and bring in only certain custom fields from HubSpot and not all of them. What this shows Illustrates the "Step 7: Confirm Record Counts" section of "Import data from HubSpot". This screenshot appears in the "Step 7: Confirm Record Counts" section of "Import data from HubSpot". The text alongside this image reads: You can also choose to modify and bring in only certain custom fields from HubSpot and not all of them. Immediately after, the guide continues: You'll see a confirmation at the top of the page: Your HubSpot import has started and is running in the background. The Import history table below shows the in-progress run with a live Processing % status. Image 9 of 13 What to chooseYou can also choose to modify and bring in only certain custom fields from HubSpot and not all of them.
Buttons and menus referenced HubSpot dataImported asRecords foundEditConfirm and start import
Next stepYou'll see a confirmation at the top of the page: Your HubSpot import has started and is running in the background. The Import history table below shows the in-progress run with a live Processing % status.
All 3 steps in this procedure
  1. HubSpot data: what's in HubSpot (e.g., Contacts – records, Deals – pipelines).
  2. Imported as: what it becomes in your account (e.g., Contacts – custom fields, Opportunities – pipelines).
  3. Records found: how many records will be imported.

Step 8: Your Import is Running

You'll see a confirmation at the top of the page: Your HubSpot import has started and is running in the background. The Import history table below shows the in-progress run with a live Processing % status.

You can close the window or navigate away, the import keeps running. Come back to this page anytime to check progress.

Step 8: Your Import is Running (image 10 of 13) What this shows You can close the window or navigate away, the import keeps running. What this shows Illustrates the "Step 8: Your Import is Running" section of "Import data from HubSpot". This screenshot appears in the "Step 8: Your Import is Running" section of "Import data from HubSpot". The text alongside this image reads: You can close the window or navigate away, the import keeps running. Come back to this page anytime to check progress. Immediately after, the guide continues: When you're ready to review results, click the stats icon in the Actions column of an import row. The Import details modal opens. Image 10 of 13 What this coversYou can close the window or navigate away, the import keeps running. Come back to this page anytime to check progress.
Buttons and menus referenced Import historyProcessing %
Next stepWhen you're ready to review results, click the stats icon in the Actions column of an import row. The Import details modal opens.

Step 9: Open Import Details (Object View)

When you're ready to review results, click the stats icon in the Actions column of an import row. The Import details modal opens.

The four cards at the top give you the headline numbers:

  • Total records: everything the import touched.

  • Success: records that imported cleanly (with the success rate).

  • Errors: records that didn't import.

  • Imported with warnings: records that imported but have something worth reviewing.

Object view (the default tab) summarizes each object: how many succeeded, how many errored, and overall status.

Step 9: Open Import Details (Object View) (image 11 of 13) What this shows Object view (the default tab) summarizes each object: how many succeeded, how many errored, and overall status. What this shows Illustrates the "Step 9: Open Import Details (Object View)" section of "Import data from HubSpot". This screenshot appears in the "Step 9: Open Import Details (Object View)" section of "Import data from HubSpot". The text alongside this image reads: Object view (the default tab) summarizes each object: how many succeeded, how many errored, and overall status. Immediately after, the guide continues: Switch to the Record view tab to see every record one row at a time. Image 11 of 13 What this coversObject view (the default tab) summarizes each object: how many succeeded, how many errored, and overall status.
Buttons and menus referenced stats iconActionsImport detailsObject view
Next stepSwitch to the Record view tab to see every record one row at a time.
All 4 steps in this procedure
  1. Total records: everything the import touched.
  2. Success: records that imported cleanly (with the success rate).
  3. Errors: records that didn't import.
  4. Imported with warnings: records that imported but have something worth reviewing.

Step 10: Drill into Individual Records

Switch to the Record view tab to see every record one row at a time.

Use the filters at the top:

  • Objects: narrow to Contacts, Contacts – Custom field, Opportunities, etc.

  • Status: filter by Success, Error, or Imported with warnings.

Step 10: Drill into Individual Records (image 12 of 13) What this shows Objects: narrow to Contacts, Contacts – Custom field, Opportunities, etc. What this shows Illustrates the "Step 10: Drill into Individual Records" section of "Import data from HubSpot". This screenshot appears in the "Step 10: Drill into Individual Records" section of "Import data from HubSpot". The text alongside this image reads: Objects: narrow to Contacts, Contacts – Custom field, Opportunities, etc. Status: filter by Success, Error, or Imported with warnings. Immediately after, the guide continues: Switch the Status filter to Error to see every record that failed. Each row tells you which object failed and why, with the HubSpot record ID in the message so you can find it back in HubSpot. Image 12 of 13 What this coversObjects: narrow to Contacts, Contacts – Custom field, Opportunities, etc. Status: filter by Success, Error, or Imported with warnings.
Buttons and menus referenced Record viewSuccessErrorImported with warnings
Next stepSwitch the Status filter to Error to see every record that failed. Each row tells you which object failed and why, with the HubSpot record ID in the message so you can find it back in HubSpot.
All 2 steps in this procedure
  1. Objects: narrow to Contacts, Contacts – Custom field, Opportunities, etc.
  2. Status: filter by Success, Error, or Imported with warnings.

Step 11: Review and Fix Errors

Switch the Status filter to Error to see every record that failed. Each row tells you which object failed and why, with the HubSpot record ID in the message so you can find it back in HubSpot.

Click Download in the bottom-left to export the full error list as a CSV, useful for fixing data in HubSpot, then re-running the import.

Common error causes are covered in the Troubleshooting and FAQ sections below.

Step 11: Review and Fix Errors (image 13 of 13) What this shows Common error causes are covered in the Troubleshooting and FAQ sections below. What this shows Illustrates the "Step 11: Review and Fix Errors" section of "Import data from HubSpot". This screenshot appears in the "Step 11: Review and Fix Errors" section of "Import data from HubSpot". The text alongside this image reads: Common error causes are covered in the Troubleshooting and FAQ sections below. Immediately after, the guide continues: The wizard's count includes only fields the import can actually map and bring over. Some HubSpot fields are excluded (for example, fields with unsupported types), so you may see a small gap between HubSpot's UI and the count in the import…. Image 13 of 13 What this coversCommon error causes are covered in the Troubleshooting and FAQ sections below.
Buttons and menus referenced StatusErrorDownload
Next stepThe wizard's count includes only fields the import can actually map and bring over. Some HubSpot fields are excluded (for example, fields with unsupported types), so you may see a small gap between HubSpot's UI and the count in the import preview. The records that don't make it into the count are the ones the import would skip anyway.

Troubleshooting

The "Records found" count is lower than what HubSpot shows.

The wizard's count includes only fields the import can actually map and bring over. Some HubSpot fields are excluded (for example, fields with unsupported types), so you may see a small gap between HubSpot's UI and the count in the import preview. The records that don't make it into the count are the ones the import would skip anyway.

I see errors saying "Couldn't import contact with HubSpot record ID…"

That message tells you exactly which HubSpot contact failed. Common reasons:

  • The contact has a file attached to a field. File imports aren't supported yet — any contact (or deal) with a file attachment will throw an error. Workaround: download the file from HubSpot, remove the attachment from that field, then re-run the import. The file itself can be re-attached manually after import.
  • Custom field key collision. Custom fields are mapped by their internal key. If a field with the same key already exists in the destination, the import errors on that field. Rename or delete the existing field before importing.
  • Custom field name and label don't match. When a HubSpot field's name and label differ, the importer can get confused about which one to use. Aligning them in HubSpot before importing usually clears it up.

Frequently Asked Questions

Q: Can I re-import or pick up where I left off?

Yes, start a new import from the Import data page. Each run is logged separately in Import history, so you can compare runs and check the error CSV from a previous attempt before re-running.

Q: Does the import overwrite existing records?

By default, no. Imported records are added alongside whatever's already in your account. That's why we recommend importing into a clean account — and why "Allow duplicates" should be on during the import (see Before you start).

Q: Where can I see the full list of errors?

Open Import details from any import row, switch to Record view, set Status to Error, then click Download to export the full list as a CSV.


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