Migrating records from Company object to Custom objects

Louraine — Tue, 21 Feb 2023 17:40:12 GMT

Hi, Is there a way to copy the engagements (notes and emails) from Company objects to custom objects as well as the associated contacts?

We will eventually removed these records from Company objects so we need all the info to be migrated. is it possible?

Re: Migrating records from Company object to Custom objects

Jaycee_Lewis — Fri, 24 Feb 2023 17:49:51 GMT

Hi, @Louraine 👋 There is likely no single answer. I do have a few questions that may help the community to better understand your needs for this project.

Do you have a developer or are you a developer? If so, I'd recommend starting with the Engagements, Associations, and Search API documentation pages. This will provide you with the available endpoints
Are you looking for something prebuilt for exporting/re-importing? I'd suggest looking in the Marketplace
Do you require something more hands-on? If so, have a look at the HubSpot Solution Directory

I acknowledge this is more questions and no answers, and I would rather not leave you with nothing to get started with.

Best,

Jaycee

topic Migrating records from Company object to Custom objects in APIs & Integrations

Migrating records from Company object to Custom objects

Re: Migrating records from Company object to Custom objects