topic Re: Move Custom Objects from the Sandbox to Production in APIs & Integrations

Move Custom Objects from the Sandbox to Production

NGermay — Tue, 21 Mar 2023 14:10:22 GMT

We built several complex custom objects in our Sandbox environment. We are getting ready to load data into our production environment and need to copy the custom objects. One option is to do it by hand within HubSpot, which will take a long time and is prone to errors.

Is there a quick/easy way to export the Custom Objects and Properties we have added to the Contact Object from our sandbox to production environments? I found API requests to pull the data for the Custom Objects, but it doesn't look like I can use that export to directly import into the production environment.

Re: Move Custom Objects from the Sandbox to Production

Jaycee_Lewis — Wed, 22 Mar 2023 16:23:03 GMT

Hi, @NGermay 👋 Thanks for reaching out. Let's see if our community has any thoughts or approaches outside what you've already found.

Hey, @Mike_Eastwood @KMurota @weiliang_lee have you tackled this type of work before? Do you have any thoughts on approaches outside using the API to export the schema and records?

Thank you! — Jaycee

Re: Move Custom Objects from the Sandbox to Production

Mike_Eastwood — Wed, 22 Mar 2023 20:55:02 GMT

Hi @NGermay

We start by creating the Objects in Postman because we work from Dev to Staging to Production. When we start in Postman we just tweak the Objects as we learn.

You can pull the Objects using the API, then push them into another HubSpot Portal, you'll need to clean out everything except the bare minimum of properties to avoid clashes.

And, I would set up a test portal to test your API work – you can't rename Objects if you make a mistake (you have to delete them and add them again).

Have fun

Mike

Re: Move Custom Objects from the Sandbox to Production

Jaycee_Lewis — Wed, 22 Mar 2023 20:57:29 GMT

Thanks for sharing your expertise, @Mike_Eastwood 🙌

Re: Move Custom Objects from the Sandbox to Production

KMurota — Thu, 23 Mar 2023 06:33:51 GMT

@NGermay

As @Mike_Eastwood suggests we can pull and create custom objects and their properties.

Here is the reference to the api.

Make.com is my go-to tool for such a complex flow but when I don't want to spend too much time on it.

It replaced my 80〜90% of automation development from code to the platform.

Perhaps it is easier to use HTTP module and private token rather than the builtin hubspot module.

You can use the token on your sandbox to GET the objects and then one on the production to create them.

Re: Move Custom Objects from the Sandbox to Production

NGermay — Thu, 30 Mar 2023 16:55:30 GMT

Thanks for the pointing me in the right direction. We created the Objects in our sandbox using Postman with only a few properties and then added most of the properies directly in HubSpot.

I ended up pulling all the schema of the objects using the API, removed all the native HubSpot properties and created the new Object in our Production environment using my modified schema. It seemed to work well and didn't take too much time.

Re: Move Custom Objects from the Sandbox to Production

johnelmer — Mon, 11 Mar 2024 14:16:40 GMT

@NGermay

There is an app in the HubSpot App Marketplace called the HubSpot to HubSpot Migrator that should meet your needs.

The app uses HubSpot APIs to automatically migrate CRM data from one HubSpot portal to another HubSpot portal.

The app migrates your data with no field mapping required. There is no need to manually create properties.

The following HubSpot data are migrated from one HubSpot portal into another:

Contacts
Companies
Contact Lists
Company Properties
Contact Properties
Custom Properties for all Objects
Custom Objects
Deals
Deal Pipelines
Engagements (Meetings, Tasks, Notes, Calls, Emails)
Owners
Line Items/Products
Tickets
Files/Attachments
CRM Associations between all records

The HubSpot to HubSpot Migrator is designed to update the data in the destination portal. This eliminates duplicate contacts and minimizes duplicate data.

You can the Migrator app to move your custom objects from the sandbox account to production. In general the app can:

- Move data from an existing HubSpot portal to a new one
- Combines two or more existing portals into one
- Consolidate multiple portals
- Migrate data into a developer portal for testing purposes

Re: Move Custom Objects from the Sandbox to Production

karstenkoehler — Wed, 23 Jul 2025 04:06:30 GMT

Hi @NGermay,

Good news, there is now a public beta for this! You can find this under Settings > Product updates > All > New Standard Sandbox with improved production metadata & deploy to production supported assets:

New Standard Sandbox with improved production metadata & deploy to production supported assets

What is it?

Standard Sandboxes can be used to safely define your CRM data model and orchestrate business processes using automations. Common use cases include:

Migrating to HubSpot from another CRM

Setting up data flow logic as you build out your tech stack

Testing business automations like workflows, forms, lists, automated emails, and CRM object definitions

In the new standard sandbox, you can now preview:

How your changes will work using an enhanced copy of supported production metadata

Deploy supported assets back to production with our new feature

How does it work?

During public beta, you'll be able to:

Create an additional standard sandbox with enhanced metadata and the deploy-to-production feature

Use your existing sandbox (labeled as "Legacy")

Note:

Legacy sandboxes cannot deploy changes

Legacy sandbox will be sunset in 2025 (date TBD)

Building a new Standard Sandbox

The following supported assets are copied by default:

Object properties, groups, logic, associations, pipelines (but not records)

Lists based on property filters and marketing interactions

Legacy forms' names and fields

Automated email content

Workflow triggers and actions (no enrolled records)

Users can also:

Do a one-time copy of 5K recently updated records (incl. up to 100 deals, tickets, companies)

Manually import up to 200K records post-build

Deploy to Production feature

Users can copy the following from sandbox to production:

CRM schema changes:

Property details, types, rules

Custom properties and groups

Conditional logic, object associations and pipelines

New legacy forms (drag-and-drop forms coming soon)

New lists

New automated emails

New workflows (updating fields, lead nurturing, orchestration)

Deploy wizard

Users will be able to:

View eligible changes and required dependencies

See and resolve conflicts before deployment

Note: confirmed deployments are final and cannot be reverted

Who gets it?

Customers in the public beta for Standard Sandboxes gain access to the deploy to production feature.

Please note:

Legacy Standard Sandbox will be sunset in 2025 and replaced by the new Standard Sandbox (90-day notice will be provided in-app).

Available to:

Enterprise users of: Customer Platform, Content, Marketing, Ops, Sales, or Service hubs.

Best regards