Operelio
HubSpotmonday CRM

How to migrate HubSpot to monday.com

8 of the 14 columns in a HubSpot export, mapped into 5 monday CRM fields under monday CRM'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 monday CRM’s import rulesUpdated October 3, 2026

One HubSpot row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedDavid Garcia
  • Email to Emaillowercaseddavid.garcia@cavendish.example.com
  • Phone Number to Phone+44 20 7946 0987
  • Company Name to CompanyCavendish Legal
  • Job Title, Lifecycle Stage, Lead Status to Notes2joined, with labelsJob title: Head of People | HubSpot 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 monday CRM don’t line up

1

First Name and Last Name become one Name

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

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

HubSpotFirst Name David
Last Name Garcia
monday CRMDavid Garcia
2

Three columns kept in Notes

This template gives Job Title, Lifecycle Stage and Lead Status no monday CRM field of their own.

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

HubSpotJob Title Head of People
Lifecycle Stage Customer
Lead Status Connected
monday CRMJob title: Head of People | HubSpot 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 monday CRM would skip.

Drop your HubSpot CSV here

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

HubSpot to monday CRM 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 monday CRM 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 5 headers as a CSV

Step 3Import into monday CRM
  1. Open the Contacts board, open the New contact dropdown and select Import contacts.
  2. Browse to your file or drag it in.
  3. Choose the group to add the items to.
  4. Match each file column to a board column or a new column, or skip it.
  5. Set the duplicate behavior (add as new, skip or update) and click Import Now.
Monday CRM's Excel and CSV import, 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 Job Title, Lifecycle Stage and Lead Status go?

Into Notes on each contact, labeled like "Job title: Head of People | HubSpot lifecycle stage: Customer | HubSpot lead status: Connected".

Why do First Name and Last Name become one Name field in monday CRM?

monday CRM items have a single Name column, not separate first and last name columns. The template combines the two HubSpot columns with a space so each item displays correctly.

Duplicates and undoing an import: monday CRM import questions.

How this page was checked

Try this template free

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

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