Migration
Bring what you already have
A CSV out of the old system, a column mapping here, and your contacts are in place. The guides also say what the file does not carry: better known now than before the first campaign.
What are you leaving?
Each guide answers the same three questions: how to get the file, which column goes where, and what stays behind.
Migrating from MiniCRM.hu
MiniCRM.hu exports contacts as CSV; here, Contacts → Import takes them. Their column names depend on how your modules' fields are set up, so the table below shows the typical names rather than a fixed schema: the importer recognises Hungarian and English headers on its own, and you map the rest.
Migrating from Pipedrive
Pipedrive exports People and Organizations separately. The People export carries the organisation's name, so one file is enough for contacts and companies.
Migrating from HubSpot
HubSpot's contact export uses property labels as headers. The default English labels are below; most map themselves.
The columns the importer accepts
It recognises Hungarian and English headers, so most columns map themselves and you assign the rest in the mapping step. Anything not listed here can be a custom field, which the importer then offers as a target.
| Target | What it means |
|---|---|
first_name | First name |
last_name | Last name |
email | Email address: unique within the company |
phone | Phone |
mobile | Mobile |
position | Job title |
company_name | Company name: created if it does not exist |
status | Status: lead, prospect, customer or inactive |
source | Source |
birthday | Birthday: YYYY-MM-DD |
city | City |
postal_code | Postal code |
address | Address |
country | Country: two-letter code (HU, DE) |
notes | Notes |
subscribed | Subscribed: yes/no: the suppression list wins |
owner | Owner's email address: the colleague must already have an account |
tags | Tags, comma separated |
A blank cell never wipes anything: a missing value does not overwrite what the CRM already holds. The email address is unique within the company, so re-importing a corrected file updates rather than duplicates: as long as “update existing” is on.
Try it with your own file
Import is in the Free plan too, with no card. Upload your CSV, look at the preview, and if it is not for you, export and leave.
- NAV-ready invoicing through Számlázz.hu or Billingo
- GDPR: subject access export and real erasure
- Hungarian interface and help centre
- Export any time, as CSV