Bring your clients and subscriptions into HubWho from a CSV
HubWho is a standalone billing and ops platform — it runs entirely on its own. The CSV importer is the fast on-ramp for new agencies: export your client list and recurring subscriptions from a spreadsheet or whatever tool you bill in today, map the columns once, and import in bulk so you start from your real book of business. Once your data is in HubWho, HubWho is the system of record for billing and reporting; per-client marketing KPIs come from the platforms your clients run on (GoHighLevel, HubSpot, BirdEye, Yext).
What HubWho does with Client import (CSV)
Source-agnostic CSV import
Export from a spreadsheet or your current billing tool, map the columns, and bulk-create your clients in HubWho. No special connector required — any CSV works.
Standalone — runs on its own
Billing, the client portal, dunning, and reporting all run entirely inside HubWho with no live dependency on any third-party platform.
Per-client KPIs from connected platforms
Reviews, listings accuracy, leads, and engagement — pulled from GoHighLevel, HubSpot, BirdEye, and Yext and surfaced in the customer portal.
Per-client margin tracking
Set wholesale cost and retail price per product; HubWho surfaces wholesale-vs-retail gross margin per client when you open the Margin report.
When you'd pick Client import (CSV)
- For agencies that bill recurring clients and want to move their billing, payments, white-label portal, and margin reporting onto one platform under their own brand and merchant account.
Try HubWho with Client import (CSV)
Set up takes minutes. 14-day free trial. No credit card.