Phase 1 — Merge & Clean
Upload xDate CSV files, assign owners, merge and clean for Insycle
Upload Lead Files
Optional: assign an owner to each file
Drop CSV files here
or click to browse · multiple files supported
Pipeline Log
Waiting for files...
Phase 2 — HubSpot Prep
Upload the Insycle-cleaned file, apply NAICS mapping, download for HubSpot
Upload the CSV exported from Insycle. The pipeline will filter "Not Compared" rows, strip the "(After Update)" column suffixes, and map NAICS codes to Business Consultants.
Upload Insycle Output
Drop Insycle CSV here
or click to browse · single file
Pipeline Log
Waiting for file...
Settings
Manage the owners list used for lead assignment
Owners
HubSpot
app.hubspot.com/contacts/PORTAL_ID