Moving from HubSpot to Doodali

1. Export from HubSpot

1. In HubSpot, go to CRM → Contacts and choose the view you want (All contacts).
2. Press Export (or Actions → Export view), choose CSV, and include all properties if you want everything.
3. HubSpot emails you a download link when the file is ready. Download it.
4. Do the same for CRM → Companies if you want company-only details such as the website and address.

2. Import into Doodali

1. In Doodali, open the business you’re bringing across, then go to Settings → Import and export and press Import clients from a CSV (or press Import on the Clients page).
2. Choose the file. Doodali reads the column headings and matches them for you: company name, email, phone, address, VAT number, notes, and the contact’s name, email, phone and job title.
3. Check the matches. Anything Doodali couldn’t match is set to “Skip”: choose a field for it, or leave it out.
4. Press Import. Each row becomes a client with its main contact. More people at a company that’s already there are added as its contacts, and clients already in Doodali are skipped, so you can import again safely.

Tips for HubSpot

• Export contacts rather than companies: each contact row has its company name, so the company and its people come across together.
• Map HubSpot’s “Associated company” or “Company name” column to Company name, and First name, Last name and Email to the main contact.
• Lifecycle stage maps to Status: customers become active clients, leads become prospects.

What comes across

What stays behind

• Deals: add your open deals to Doodali’s pipeline as you go. Closed ones can stay in HubSpot.
• Email history: once your Google or Microsoft 365 is connected, new emails with clients are logged in Doodali.