How to switch from HubSpot to Nanobox CRM
HubSpot makes exporting easy, which is the good news. From any object's records page you click Export, pick CSV, and choose to include all properties. HubSpot emails you a download link. The work after that is deciding which of HubSpot's many properties you actually need, mapping them onto Nanobox, and accepting that your workflows, sequences, and dashboards stay behind. For a Sales-Hub-sized CRM that's a focused afternoon; if you've built heavy automation, budget more.
What comes over from HubSpot
Everything below exports as CSV and imports straight into Nanobox CRM. No rebuild, no re-keying.
- Contacts: exported from the Contacts records page with all properties: name, email, phone, lifecycle stage, and custom fields
- Companies: the Companies object maps directly to companies in Nanobox, including domain, industry, and address
- Deals: your pipeline, with deal name, amount, stage, and close date carried into Nanobox pipeline records
- Associations: HubSpot can include associated records (which contact belongs to which company, which deals) up to the export limit
- Notes and activities: exported alongside records or as engagements you re-attach after import
- Custom properties: every custom property you created becomes a CSV column you map to a Nanobox field
How the move works
Export each object from its records page
In HubSpot, go to CRM > Contacts, then click "Export" at the top right of the table. Repeat for CRM > Companies and CRM > Deals. HubSpot exports one object at a time, so you'll run this three times (once per object) plus any custom objects you use.
Choose CSV and "all properties on records"
In the export dialog pick CSV as the format and select "All properties on records" rather than just the visible columns. This is the difference between a complete migration and one where half your fields are missing. If you want relationships preserved, include associated records (the default cap is 1,000 associations; choose "all associated records" for a CSV export).
Download from the email link
HubSpot emails you a download link when each export is ready, and those links expire after 30 days. Download all three CSVs (contacts, companies, deals) promptly and keep them together. Note that HubSpot caps you at 300 exports per rolling 24 hours and three running at once, not a problem for a one-time migration.
Map properties and trim the noise
HubSpot's "all properties" export is wide. It includes scores, lifecycle timestamps, and analytics fields you won't carry over. Decide which columns map to which Nanobox fields, delete the rest, and keep the HubSpot record ID column so you can re-link deals and notes to the right contacts and companies.
Import companies, contacts, then deals
Import in dependency order, companies first, then contacts linked to those companies, then deals pointing at the right company and contact. Because Nanobox imports CSV into a database you own, there's no lock-in format to convert and you can re-run a corrected import if something looks off.
Rebuild pipelines and verify
Recreate your HubSpot deal stages and pipelines in Nanobox, assign owners, and rebuild the saved views your team uses. Then spot-check a sample of records, confirming deal amounts, stages, and associations landed correctly, before you switch your team over and set HubSpot to read-only.
Moving off HubSpot without the drama
HubSpot earns credit here: exporting your data is genuinely simple. Open the Contacts records page, click Export, choose CSV, select all properties, and HubSpot emails you a download link. Do the same for Companies and Deals and you have everything you need in three files. Nanobox then imports those CSVs straight into a database you own, with no proprietary wrapper and no API gymnastics required.
The honest friction is what doesn't come along. HubSpot is two products wearing one login: a CRM and a marketing-automation engine. The CRM data (contacts, companies, deals, notes) exports cleanly and lands in Nanobox without trouble. The automation does not. Workflows, sequences, email templates, lifecycle scoring, and the dashboards your team checks every morning all stay behind. That's the right trade if you bought HubSpot for the pipeline and tolerated the marketing suite, but it's a real loss if Marketing Hub is the reason you're there. Decide which camp you're in before you start.
The mechanics are forgiving. Export each object with all properties, trim the wide CSVs down to the fields you actually use, and import in dependency order (companies, then contacts, then deals) so associations hold. Keep HubSpot's record IDs as a column while you import so you can re-link notes and deals to the right records, then delete them. Rebuild your pipeline stages and saved views by hand, spot-check a sample, and keep HubSpot read-only for a month as insurance.
For a typical Sales Hub setup it's an afternoon. For a heavily customized portal with dozens of properties and custom objects, it's longer, and that's exactly when our $1,500 done-for-you launch makes sense. When it's finished, you own the software and the database, and the per-seat bill that grew with every hire stops for good.
Still weighing it up? Read the full HubSpot vs. Nanobox CRM comparison or the Nanobox CRM overview. Want it done for you? Our done-for-you launch includes the import.
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See Nanobox CRMBuy a licenseQuestions, answered.
- No. Only record data exports as CSV. Workflows, sequences, email templates, and dashboards stay in HubSpot. You rebuild pipeline stages and views in Nanobox. Since Nanobox has no marketing-automation layer by design, teams that lived in HubSpot's Marketing Hub should weigh that gap honestly before switching.
- HubSpot exports one object at a time from each object's records page. It's three exports, not one button. You can include associated records in each export so the relationships between them survive the import into Nanobox.
- By default HubSpot only exports the columns visible in your current view. Selecting "All properties on records" pulls every field, including your custom properties. Choose it for a migration. You can always delete columns you don't want during the mapping step.
- Yes. Our done-for-you launch is $1,500. We pull your HubSpot exports, map the properties, import companies, contacts, and deals, rebuild your pipeline, and hand you a working Nanobox install. Useful if you have a lot of custom properties or just don't want to touch CSVs.