You can export your contacts, companies, and deals from HubSpot by following these instructions in their help center. Make sure that you choose CSV as your file format!

You can directly import all of the contact information for your companies, people, and leads.If you have customized data to import, you'll want to set up some of these in Nutshell before you begin (click on each one to learn more):

Custom fields can be created right from the mapping step during the import itself — no need to set them up in advance if you'd prefer to handle everything in one go.

Still curious about exactly what you can import? You can see a full list of all the data you can import into Nutshell here.

Once you’re confident that you’re ready to import your files, follow the steps in this article to get your data into Nutshell.

HubSpot’s terminology is a little different from Nutshell’s. This handy chart will help you determine how to import your contacts and deals to the right places in Nutshell.

We recommend importing your companies first, because the companies that you work with are the foundation of all your data.

After you import your companies, go ahead and import your people.

Finally, import your deals! We recommend importing your deals last, because they often include company and people information too.

If any of your files have duplicated information, like company or contact names, make sure to use the duplicate matching options on the Review step of your import. You can choose to match companies by name, and match people by full name, email address, or both — so your data stays clean and organized.