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How to migrate HubSpot to Close

8 of the 14 columns in a HubSpot export, mapped into 6 Close fields under Close's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your HubSpot export first

Built on HubSpot’s export columnsChecked against Close’s import rulesUpdated October 3, 2026

One HubSpot row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedPriya Nair
  • Email to Emaillowercasedpriya.nair@halston.example.com
  • Phone Number to Phone+44 20 7946 0876
  • Job Title to TitleHead of Customer Success
  • Company Name to CompanyHalston Freight
  • Lifecycle Stage, Lead Status to Description2joined, with labelsHubSpot lifecycle stage: Customer | HubSpot lead status: Connected
Not imported: Website URL, Street Address, City, State/Region, Postal Code and Country/Region. The template leaves these out; map any to a custom field in Operelio.

Where HubSpot and Close don’t line up

1

First Name and Last Name become one Name

HubSpot keeps First Name and Last Name apart, and Close has one Name field.

The template joins them, leaving out any that are empty.

HubSpotFirst Name Priya
Last Name Nair
ClosePriya Nair
2

Two columns kept in Description

This template gives Lifecycle Stage and Lead Status no Close field of their own.

The template writes them into Description, each with its label, and leaves empty ones out.

HubSpotLifecycle Stage Customer
Lead Status Connected
CloseHubSpot lifecycle stage: Customer | HubSpot lead status: Connected

Check your HubSpot export before you import it

Looks for the 8 columns this template reads, and what Close would skip.

Drop your HubSpot CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

HubSpot to Close in three steps

Step 1Export from HubSpot
  1. Go to CRM, then Contacts, and open the view you want to export.
  2. Click Export in the upper right.
  3. Choose CSV, XLSX or XLS and enter an export name.
  4. Choose the language for the column headers and click Export.
  5. Download the file from the link HubSpot emails you.

You need Export permissions, and files over 2 MB arrive as a ZIP.

HubSpot: Export records
Step 2Paste into the template
  1. Paste the export at A1 of Paste HubSpot export here.
  2. Start here checks all 8 columns were found.
  3. Save Close Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 6 headers as a CSV

Step 3Import into Close
  1. Click your name at the top right and choose Import data.
  2. Upload a CSV or Excel file, or paste straight from a spreadsheet.
  3. Choose where each column goes, or check Skip to leave it out, and click Next.
  4. Choose a column to group rows into leads, such as Company.
  5. Set the duplicate matching and choose to add missing information, replace the lead or skip it, then start the import.
Close's importer, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio

Questions

Where do Lifecycle Stage and Lead Status go?

Into Description on each contact, labeled like "HubSpot lifecycle stage: Customer | HubSpot lead status: Connected".

Does this create Leads or Contacts in Close?

Contacts, and Close keeps every contact inside a lead. When you import the file, Close asks for a column to group rows into leads, such as a company column if your file has one, and each contact lands on that lead. Contacts in the same group that share an email or phone are merged into one.

Duplicates and undoing an import: Close import questions.

How this page was checked

Try this template free

Upload your HubSpot export and download a file Close can import. No credit card needed.

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