Switching from HubSpot to Wizard Application: What Moves and How

HubSpot is a very good CRM, and for a lot of businesses it is the first serious one they use. Teams usually start looking elsewhere for one of two reasons. Either the CRM has become one tool among many, with projects, HR, support and invoicing all living in separate systems, or the bill has grown as more seats and hubs were added along the way.

If that sounds familiar and you are weighing up a HubSpot alternative, this guide walks through what a move actually involves: deciding what to bring, exporting it from HubSpot, how records map into Wizard Application, and the two ways to do the transfer. It also covers what you gain by making the switch.

Step 1: Decide what is moving

Before exporting anything, write down what you actually use. Most small and growing businesses find their HubSpot account falls into three groups:

• Core records you must keep. Contacts, companies and deals, plus the custom properties your team fills in.
• History that is useful but not essential. Old notes, logged emails and closed deals from years ago.
• Things you no longer need. Duplicate contacts, test records and unused properties.

A move is the best chance you will get to clean up. Bringing fewer, better records across makes the new system faster to adopt and easier to trust.

Step 2: Export your data from HubSpot

At the time of writing, HubSpot lets you export each record type from its CRM views. Go to the contacts, companies or deals list, choose to export, and select all properties rather than only the columns currently on screen.

• Choose CSV. HubSpot recommends CSV for exports with many columns, because XLS files are limited to 256 columns and CSV has no column limit.
• Include associations. CSV exports can include all associated records, which keeps the links between contacts, companies and deals intact.
• Watch your email. The download link arrives by email and expires after 30 days, so save the files somewhere safe as soon as they arrive.
• Keep consent data. Exporting all contacts includes people who have unsubscribed. Keep that status in the file so your marketing preferences carry across correctly.

Step 3: How your records map across

Most of what a small business keeps in HubSpot has a direct home in Wizard Application:

• Contacts and companies become contacts and companies in the sales CRM, still linked to each other.
• Deals become leads in your sales pipeline. Pipeline stages are fully customisable, so you can recreate the stages your team already knows.
• Custom properties map to custom fields, so your data structure survives the move.
• Notes and activity history can come across as part of an assisted migration. We confirm exactly what maps where during the discovery stage, before anything is moved.

Once a lead is won, the rest of the work stays in the same place. You can raise orders with line items and tax, send PDF invoices, and take payment online by card or PayPal through invoicing, without exporting anything to another tool.

Step 4: Choose how to move

There are two routes, and the right one depends on how much time and technical help you have. Wizard Application does not have a self-serve CSV upload, so your exported files come across in one of these two ways.

Let our team do it

Our migration service follows four steps: discovery, mapping, a test migration, and go live. Before go live you get a private staging link to check your data inside Wizard Application, and you keep using HubSpot until you are ready, so there is no downtime. The assessment is free, and we give you a quote once we understand your data.

Do it yourself with the API

If you have a developer, the REST API can create contacts, companies and leads directly. You generate a scoped API key in your settings, script the import to match your data, and re-run it until everything is right. API access is included on the Professional and Enterprise plans.

What works differently

The biggest change is not the CRM itself. It is that the CRM stops being an island. In Wizard Application the same workspace also runs projects, time tracking, HR, a help desk and team chat, so a new client can go from lead to project to invoice without anyone copying data between tools. Wizard AI works across all of it.

Why teams move to Wizard Application

For small and growing businesses, the case for moving comes down to running the whole business from one place:

• One workspace instead of a stack. Your CRM sits alongside projects, time tracking, HR, a help desk and team chat, so nobody copies data between tools.
• From lead to paid invoice. Win the deal, raise the order with line items and tax, send a PDF invoice and take payment by card or PayPal, all without leaving the platform.
• Wizard AI built in. Wizard AI works across every part of the platform, from drafting documents to answering support tickets.
• Start free. The Starter plan is free with no credit card, and any paid plan can be tried free for 7 days.
• We handle the move. Our migration team maps, tests and moves your data, and you check everything on a staging link before you switch.

If you are paying for a CRM and connecting it to separate tools for projects, time, HR and invoicing, moving to Wizard Application brings it all together in one place.

Frequently asked questions

A quick checklist

1. List the records and properties your team actually uses.
2. Clean up duplicates and test records in HubSpot first.
3. Export contacts, companies and deals as CSV with all properties and associations.
4. Book a free migration assessment, or plan an API import if you have a developer.
5. Check everything on the staging link before you switch.

You can start on the free Starter plan with no credit card, or try any paid plan free for 7 days while you plan the move. When you are ready, request a free migration assessment and we will map out the switch with you.

For a side by side view, read Wizard Application vs HubSpot.

HubSpot is a trademark of HubSpot, Inc. Details about HubSpot were correct at the time of writing (September 2026), based on its public help documentation, and may have changed since.