You can migrate contacts from Hubspot to Adaptix. This article will share some tips and a quick walkthrough of how to export your contacts from Hubspot and import them into Adaptix.

Hubspot & Adaptix Terminology

Before we begin, it’s important to point out the different terminologies that both platforms use:

Cleaning your import file

Aside from terminology, the other main difference to point out is the number of Contact Properties, or Fields each platform offers. Hubspot has around 200 standard Contact Properties, whereas Adaptix offers a set of default fields with the option to create as many custom fields as you like.

The main standard fields that Adaptix offers are: Full Name, First Name, Last Name, Phone, Email and Primary Company.

We recommend reviewing your Hubspot export and pare down the number of fields to only what you need. This will keep you and your team more organized and it will be easier for you to locate data.

Save two versions of your file

Make sure to save your original Hubspot export file and then create a new, clean file for importing. That way, if at a later date you find that you do need certain fields in Adaptix, you can easily re-import your contacts with those fields. Just make sure to check the “Don’t overwrite value if already exists” field on the import page.

Export all contacts with all fields

1. Log into your Hubspot account.
2. From the main dashboard, click “Contacts” located in the top navigation.
3. Select “Contacts” from the drop-down menu.
4. You will be directed to the Contacts page. Click the “Options” menu, then click “Export.”

Export contacts with specific fields

1. Log into your Hubspot account.
2. From the main dashboard, click “Contacts” located in the top navigation.
3. Select “Contacts” from the drop-down menu.
4. Click “Add filter” and select the properties you wish to export. 
5. You then have the option to export directly with those properties, or save the filter and export later.

Import your contacts from Hubspot to Adaptix

Once you have exported your contacts, you’ll want to remove any unwanted fields and save your file as a CSV file.

After that you’ll want to create a segment in Adaptix to add your contacts to if a segment doesn’t exist in your account already. To create a segment, go to the Segment overview page and Click “+ New” button.

When the Add new segment page loads, complete the fields provided and Click “Save & Close”.

Now, you’re ready to import your file. To get started:

1. Under the Contacts menu Click “Manage Contacts” located on the left menu.
2. In the dropdown menu Click “Import” .
3. Click the “Choose File” button.
4. A file browser will appear. Navigate to the file you wish to import and select it.
5. Your file will process, and you will be redirected to the import mapping screen. Map the columns in your file to fields in your account by clicking the dropdown for each field.
   • If you don’t wish to import data from a column, do not select a field to map it to.
   • To create a new field directly from the import page, click “[Add Custom Field]” and follow the prompts
6. Optional: Select each segment that you want to add contacts to. You can add contacts to multiple segments.
7. Optional: Type the tags you wish to apply to all contacts once they’re imported.
   As a best practice, you may want to apply a tag that indicates the source of these contacts. That way, you can easily find this group if you need to make any bulk edits to them later.
8. Optional: Click the “Don’t overwrite value if already exists” box. If turned off this will look for a matching email address in your account and add any additional contact data from your file into the contact record.
9. Click the “Import Now” button once you’re done configuring settings.

The length of time it takes to import contacts will depend on the size of the CSV file. 

When finished, you can view your import results.