Upload Files
Preview & Verify
Import Data
Pull Activities
Step 1: Upload Your CSV Files
Upload the exported CSV files from WooCommerce and HubSpot. Not all files are required — upload what you have and the system will merge what's available.
WooCommerce Subscriptions
Members & subscription data. Includes start/end dates, order counts, status, product/tier.
Authorize.net Payment Profiles
Customer profile IDs + phone numbers. Payment profile IDs are linked automatically.
HubSpot Contacts
Leads & contacts. Lifecycle stage determines quality tag. Jennifer Parnell ownership is stripped. 'Other' lifecycle is skipped.