Migrating leads from HubSpot (keeping the same sales rep)

Alphorix's CSV importer speaks HubSpot's column names out of the box. This means each contact you export lands with the same sales rep who owned it in HubSpot — no manual re-assignment.

1. Add the reps to Alphorix first

The importer matches HubSpot's Contact owner email → an active Alphorix user of the same email. So before you export, make sure every HubSpot owner already has an Alphorix account.

• Go to Team → New user (or Bulk invite for many).
• Use the same email as their HubSpot login. Case doesn't matter — the match is case-insensitive.

Reps that no longer work with you? Leave them out — you'll re-map their leads to a current rep in step 4 without ever creating a ghost account.

2. Export from HubSpot

In HubSpot → Contacts → Actions → Export. Include these columns (all the standard ones — no custom setup needed):

• Email (required)
• First Name, Last Name
• Phone Number, Country
• Contact owner (the sales rep's email — this is the magic column)
• Lifecycle Stage (Lead / MQL / SQL / Customer — maps to Alphorix funnel status)
• Original Source (becomes campaign in Alphorix)

Pick CSV and hit Export.

💡 The importer also accepts these aliases for the owner column: owner, owner_email, contact_owner_email, hubspot_owner_email, assigned_to, assignee, salesperson, rep_email. Whatever column name your HubSpot report uses, it just works.

3. Import into Alphorix

1. Open Leads → Import.
2. Choose your HubSpot CSV. Alphorix parses it and shows a preview with an Owner mapping panel at the top.
3. Every owner email is checked against your Alphorix team:
   • Matched owners get a green badge — nothing to do.
   • Unmatched owners (ex-employees, typos, mismatched emails) each get a dropdown so you can pick which current rep should inherit their book.
4. Toggle Require all owners to be matched if you want to block the import until every unmatched owner has a pick — no lead gets silently auto-assigned.

4. Hit Import

Alphorix creates each lead and:

• Assigns it to the mapped rep (via HubSpot owner OR your manual override).
• Falls back to your normal auto-assignment rules ONLY for rows with a blank owner (unless the "Require" toggle is on).
• Maps HubSpot's Lifecycle Stage → Alphorix funnel status:

The Result screen shows a breakdown: how many landed via owner, how many auto-assigned, per-rep counts, and any row errors.

5. Verify + follow up

• Every imported lead's activity log carries an "Assigned from HubSpot owner" entry so you can audit later.
• Open Reports → Imports for the full audit trail of who imported what and when.

That's it. Your HubSpot book is now live inside Alphorix with the same rep-to-lead relationships intact.