Owners Assistant
Tenant-safe import and export

Data Migration Center

Bring existing CRM records into Owners Assistant through reviewed CSV imports. Permanent competitor CRM connections are not required.

Import workflow

Step 1

Choose a source

Step 2

Upload CSV files

Step 3

Map fields

Step 4

Preview duplicates

Step 5

Approve import

Step 6

Download audit report

Supported sources

hubspot

HubSpot

contacts, companies, deals

gohighlevel

GoHighLevel

contacts, companies, opportunities

spreadsheet

Spreadsheet or CSV

contacts, companies, opportunities

other

Other CRM

contacts

Import safety

  • Private organization-scoped file storage
  • Field mapping before processing
  • Duplicate and validation preview
  • Owner or admin approval required
  • Downloadable result summary

Data portability

Contractors will be able to export their own Owners Assistant records at any time. Import and export actions remain audit logged.