Guided onboarding and data migration

HLB helps you get started with guided steps inside your account and tools to bring your existing customer data over.

When you first sign in, onboarding asks you to choose a first action based on your business goals. HLB then takes you to the matching feature, with tutorial videos and guided product tours to help you finish it. Your chosen action appears at the top of the Launchpad with a Recommended label so you can return to it. Supported product tours can mark the action complete when you finish them. If none of the suggested actions fit, you can describe your own goal, which is collected as feedback.

To move your data in:

• Contacts from a CSV file: go to Contacts and click Import Contacts. Your file needs one sheet under 30 MB with a header row, and each new contact needs a name, phone or email. Map your columns, choose whether to create, update or both, and review the stats, errors and warnings. Only admins can import, and only new-contact imports can be reverted.
• From HubSpot: an importer, currently in beta for select accounts, connects your HubSpot account and brings over contacts, deals as opportunities, custom fields, pipelines and stages, notes and tasks. Turn on Allow duplicates for contacts and opportunities before you start, and review the import report afterward. The import runs in the background, so you can close the window and check back later.

For CSV imports, create any custom fields you need under Settings > Custom Fields before importing, so your data has somewhere to go. The HubSpot importer maps fields itself and may fail on conflicting keys.