> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I migrate from another CRM?

> Moving from HubSpot, Salesforce, Pipedrive, or another CRM? Here's the recommended approach for getting your contacts and history into Klipy.

Migrating to Klipy from another CRM is straightforward. Most data comes in through two steps: a contact CSV import and an email connection. Klipy rebuilds your relationship history automatically from your email.

## What Klipy recovers automatically

When you connect your email account, Klipy goes back through your email history and:

* Rebuilds contact relationships from past threads
* Reconstructs conversation history for each contact
* Surfaces open threads, unanswered emails, and relationships that have gone quiet
* Generates follow-up suggestions for the most time-sensitive contacts

This means a significant portion of your "CRM history" doesn't need to be migrated manually — Klipy reconstructs it from the source.

## The recommended migration approach

<Steps>
  <Step title="Export contacts from your current CRM">
    In your current CRM (HubSpot, Salesforce, Pipedrive, etc.), export your contacts to a CSV. Most CRMs have a bulk export option under Contacts → Export.

    Include as many fields as possible: name, email, company, title, phone, and any custom fields you rely on. **Email address is the most important field** — it's used for deduplication and relationship matching.
  </Step>

  <Step title="Import the CSV into Klipy">
    Go to **Contacts → Import** in Klipy, upload the CSV, and map your columns to Klipy's fields.

    [Detailed CSV import instructions →](/docs/faq/csv-import)
  </Step>

  <Step title="Connect your email account">
    Go to **Settings → Integrations** and connect Gmail or Outlook via OAuth. This is the step that unlocks Klipy's intelligence — it reads your past emails and begins building your pipeline view.

    [Supported email providers →](/docs/faq/supported-email-providers)
  </Step>

  <Step title="Connect your calendar">
    Connecting your calendar gives Klipy visibility into upcoming meetings so the notetaker can join calls automatically.
  </Step>

  <Step title="Review your workspace">
    After a few minutes of processing, your **Home** feed and **Contacts** list will start populating. Klipy will surface contacts with open threads and suggest first actions.
  </Step>
</Steps>

## What doesn't transfer

<AccordionGroup>
  <Accordion title="Deal stages and pipeline custom fields">
    Klipy doesn't have a traditional pipeline stage system the way Salesforce or HubSpot does. Klipy surfaces active and at-risk relationships based on conversation signals rather than manual stage updates. Custom field data from your old CRM won't map directly.
  </Accordion>

  <Accordion title="Notes and activity logs from the old CRM">
    Internal notes, call logs, and tasks created inside your old CRM can't be imported directly. You can add notes manually to contact records in Klipy, or paste key context into the notes field during the CSV import.
  </Accordion>

  <Accordion title="Email history that predates your email account's retention window">
    Klipy reads your live email account. If your Gmail or Outlook only retains emails from the past 12–24 months (e.g. due to archiving policies), that's the limit of what Klipy can reconstruct.
  </Accordion>
</AccordionGroup>

## Tips for a clean migration

* **Clean your export first** — remove bounced, unsubscribed, or clearly stale contacts before importing. It reduces noise in your Klipy workspace.
* **Use email as the primary key** — if your CSV has duplicates, the one with the most complete email field will be kept.
* **Don't rush the processing** — after connecting your email, give Klipy 10–15 minutes to process your history before evaluating the result.

<CardGroup cols={2}>
  <Card title="Import contacts from CSV" icon="upload" href="/docs/faq/csv-import">
    Detailed field mapping and import instructions.
  </Card>

  <Card title="Getting started guide" icon="play" href="/docs/faq/getting-started">
    Step-by-step setup for new users.
  </Card>
</CardGroup>