Switch to Portifer
Switch from a gifting platform
If you used a gifting platform mainly to ship physical products and want feedback back, this guide covers exporting your contacts, rebuilding sends as Portifer campaigns and what to plan for.
1. Export from your current setup
- Export your contacts or recipient history from the gifting platform as CSV.
- If your contacts live in HubSpot, connect HubSpot in Portifer and import companies and contacts from there instead.
- List the products you send most, so you can add them to the Portifer catalogue.
2. Set up Portifer
- Export your recipient or contact list from the current tool as CSV or Excel.
- Import it in Portifer under Dashboard → Data. Portifer suggests a column mapping; check it and confirm.
- Add your products to the catalogue and rebuild the box in the box builder, with variants and inserts.
- Connect your carrier accounts under Settings → Carriers, or agree managed fulfilment with us.
- Recreate your survey questions and feedback tasks in the campaign, then send a small test cohort before the full send.
3. What maps to what
| What you have now | Where it lives in Portifer |
|---|---|
| Send or campaign | Portifer campaign with a box |
| Gift catalogue item | Your own product, or a promotional product from the Portifer box catalogue |
| Recipient choice | Gift of choice between box variants you set up |
| CRM activity | Notes on the linked HubSpot deal for sends, deliveries, scans, feedback and meetings |
| Recipient landing page | Branded recipient pages for address confirmation and feedback |
4. Before your full send
- Let sends already in flight finish in your old tool; Portifer tracks the parcels it creates labels for.
- Import contacts from CSV or HubSpot and check for duplicate email addresses.
- Rebuild your most-used box first and send it to a small test cohort.
- Connect Slack if your team relied on send and delivery alerts in the old tool.
5. Keep in mind
- Gift cards and e-gifts do not carry over; Portifer ships physical boxes.
- Salesforce is not available as a self-serve integration today.
Want us to do it?
On the Assisted and Fully Managed plans our team handles the import, box setup and first send with you. Tell us what you are moving from when you get in touch.
Frequently asked questions
Can I bring my send history over?
You can import recipients and contacts. Past send and delivery history stays in the old tool; keep an export for reporting.
Related pages
Last updated 2026-10-04
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