Import deals from your old CRMNew
Bring your open deals in with their stages, not just the contacts.
app.jtek.pro
DashboardLast 30 days ▾
New leads61▲ +12% vs last month
Appointments13▲ +2 booked
Conversations248▲ +17 this week
Pipeline value$5.4M▲ +$540K this week
New leads61 total, 9 today
FriSatSunMonTueWedThu
ContactsSmart ListsBulk ActionsCustom FieldsTasksCompanies
AllClientsSellersBuyers Import FiltersSort1,240 Contacts
Contact namePhoneTags
MSMaria Santos(562) 555-0148buyer
DKDavid Kim(562) 555-0193seller
ALAna Lopez(562) 555-0107past client
CYChris Young(562) 555-0175buyer
PSPriya Shah(562) 555-0131sphere
Import data
Choose an import method
Import records from CSV
Upload a CSV file, map fields, review your data, and import records.
Start CSV import
Import from HubSpot
Connect your HubSpot account to import data, including records and custom fields.
Connect HubSpot
Import history
SourceImported byStatusRecords
FileYouCompleted495
Imports
Import contacts, opportunities and custom objects
1Start2Upload3Map4Verify
Select objects to import
Contacts
Contact records and their associated details.
Opportunities
Deals, their stages, statuses, and pipeline progress.
Companies
Businesses, their details, and associated contacts.
1Start2Upload3Map4Verify
Upload your file
Before uploading, make sure your file is ready to import.
Click to upload or drag and drop
CSV (max size 30 MB)Create and update contacts ▾
contact id, email, then phone
BackCancelNext
1Get your file ready#
- Export your deals as a CSV with the contact name, phone or email, deal name, value and stage.
- Create the pipeline and stages in Jtek first so the stages match.
Create a pipeline
2Import them#
- Go to Contacts, click Import, then Start CSV import.
- Select Opportunities instead of Contacts and click Next.
- Upload the CSV, map the columns and finish.
Contacts on each deal are matched or created for you.
Still stuck?Ask Jtek AI. It knows your account and answers in seconds.
Checked against the Jtek app in October 2026.