---
title: "How to Migrate From Other Systems to ClearCRM"
description: "This article explains the CSV Mapping in Utilities, and how to import a mapped CSV file."
url: https://help.clearcrm.com/en/articles/11427439-how-to-migrate-from-other-systems-to-clearcrm
collection: "Import Mapping"
updated: 2026-07-08
language: en
---

# How to Migrate From Other Systems to ClearCRM

This article explains the CSV Mapping in Utilities, and how to import a mapped CSV file.

Migrating to ClearCRM from another platform or importing a large dataset? The **CSV Mapping tool** makes it easy to bring your leads, customers, products, and even staff data into ClearCRM—accurately and with full control.

This guide walks you through the entire process, step-by-step.

* * *

## Where to Access the CSV Mapping Tool

1.  Go to the **Utilities** in the sidebar.
    
2.  Expand the **Import Mapping** section.
    
3.  Click on **CSV Mapping**.
    

* * *

## Step 1: Upload Your CSV File

Start by uploading the CSV file you want to import:

-   Click **Upload CSV File**.
    
-   Select the file from your computer (e.g., an export from HubSpot, Salesforce, Excel, etc.).
    
-   You'll see the file name appear under _Select CSV File To Map_.
    

* * *

## Step 2: Choose the Type of Data to Map

ClearCRM allows you to import data into different areas. Choose one of the following base types before you begin mapping:

-   Leads
    
-   Customers
    
-   Products
    
-   Expenses
    
-   Staff
    

Once selected, click **Start Mapping**.

* * *

## Step 3: Map Your Columns

You'll now see the **Mapping Interface**:

-   On the **left**, you'll see standard fields used in ClearCRM (like Name, Email, Phone, etc.).
    
-   On the **right**, use the dropdown menus to select the matching column from your CSV file.
    

**Tip:** Make sure all required fields are mapped correctly for a successful import.

* * *

## Step 4: Download and Continue

After mapping, scroll down to the bottom of the page. You'll have two options:

-   **Download Mapped CSV** – Save the mapped file for review or later use.
    
-   **Download & Redirect to Import** – Save the file and move directly to the relevant import screen.
    

* * *

## Step 5: Complete the Import

Based on your selected data type, you'll be redirected to the corresponding **Import page**:

## Example: Importing Leads

You'll be able to:

-   Assign a **Lead Source** (e.g., , Website, Referral).
    
-   Set a **Lead Status** (e.g., New, Qualified, Contacted).
    
-   **Preview the import** to review data.
    
-   Click **Import** to finalize.
    

The same approach applies to other areas like Customers or Products, with relevant options on their respective import pages.