Importing Your Data
Migrating from another CRM does not have to be painful. Deskmantle supports one-click imports from HubSpot and Salesforce as well as a flexible CSV uploader with automatic column mapping.
Option A: Import from HubSpot
- Navigate to Settings > Data > Import.
- Select HubSpot and click Connect.
- Log into your HubSpot account and authorize the OAuth integration.
- Choose what to import: Contacts, Companies, Deals, and/or Notes.
- Deskmantle maps HubSpot fields to Deskmantle fields automatically. Review the mapping table — you can adjust any field by clicking the dropdown.
- Click Start Import. You will see a real-time progress counter. Most imports under 10,000 records finish in under a minute.
Pro tip: If you have custom properties in HubSpot, Deskmantle will create matching custom fields so no data is lost.
Option B: Import from Salesforce
- Navigate to Settings > Data > Import.
- Select Salesforce and click Connect.
- Log in with your Salesforce credentials and authorize the connection.
- Select the objects to import: Leads, Contacts, Accounts, Opportunities, Tasks.
- Map Salesforce fields to Deskmantle fields. The auto-mapper handles about 90% of fields correctly — review and tweak the rest.
- Click Start Import and monitor progress.
Option C: CSV Upload
- Prepare a CSV file with headers in the first row. Common columns:
Name,Email,Phone,Company,Stage. - Navigate to Settings > Data > Import > CSV.
- Drag and drop your file or click to browse. Maximum file size is 50 MB.
- Deskmantle reads the headers and shows a Column Mapping table. For each CSV column, select the Deskmantle field it should map to — or create a new custom field on the fly.
- Preview the first five rows to verify data looks correct.
- Click Import. Duplicates are detected by email address. Choose to skip, overwrite, or merge duplicates.
Pro tip: Export a sample CSV from the Import page to see exactly which columns Deskmantle expects — this speeds up mapping considerably.
After the Import
Once the import completes, navigate to CRM > Clients to verify your data. Use filters to sort by import date. If any records failed, Deskmantle provides a downloadable error report with line numbers and reasons.