How to Switch from HubSpot to XIntelliSync — Step-by-Step Migration Guide
"Your contacts, deals, and history come with you. Here's how."
HubSpot is a well-established CRM platform with a generous free tier. If you're considering a move to XIntelliSync, it's likely because you want CRM, accounting, payroll, and operations in one platform rather than managing separate subscriptions. Here's how the migration works.
What HubSpot Does Well
Before migrating, it's worth acknowledging what HubSpot offers:
- Free CRM tier with basic contact and deal management for up to 2 users
- Strong email marketing and automation tools (in paid plans)
- Extensive integration marketplace
- Comprehensive knowledge base and HubSpot Academy training
Step 1: Export Your HubSpot Data
Export the following from HubSpot:
- Contacts: Contacts → Actions → Export → All contacts as CSV
- Companies: Companies → Actions → Export → All companies as CSV
- Deals: Deals → Actions → Export → All deals as CSV
- Activity history: if available on your plan, export activity logs
- Email templates: manually copy templates you want to recreate
Step 2: Import into XIntelliSync
XIntelliSync's guided onboarding wizard handles CSV imports:
- Upload contacts CSV — fields are mapped automatically with manual override
- Upload companies CSV — linked to contacts where email domains match
- Upload deals CSV — mapped to XIntelliSync pipeline stages
- Connect bank feeds via Basiq for accounting setup
- Configure AI agents for your business workflows
Step 3: Parallel Running
We recommend running XIntelliSync alongside HubSpot for 1-2 weeks:
- Verify all contacts, companies, and deals imported correctly
- Test CRM workflows — lead scoring, follow-ups, pipeline management
- Set up accounting: chart of accounts, invoicing, expense tracking
- Configure payroll if applicable — employee records, pay rates, super
- Once satisfied, cancel HubSpot subscription
What You Gain
After migration, your XIntelliSync subscription includes everything HubSpot covered plus: accounting and invoicing, bank reconciliation, BAS preparation, payroll preparation with STP Phase 2, inventory management, and 50-150+ AI agents — all from $97/month with no per-seat fees.