topic Re: Moving information to a new account in Tips, Tricks & Best Practices

Moving information to a new account

NLloyd4 — Tue, 22 Oct 2024 18:52:49 GMT

I am using export and import to move information to a new account.

Companies
Contacts
Products
Deals

Is it possible to move Quotes across to the new account?

Re: Moving information to a new account

Mike_Eastwood — Tue, 22 Oct 2024 23:58:03 GMT

Hi @NLloyd4

If it's possible @johnelmer will know...

And if it's posssible their systems will do it, have a look at https://datawarehouse.io

Have fun

Mike

Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a Gold HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.

Re: Moving information to a new account

SanjayKumar — Wed, 23 Oct 2024 07:52:06 GMT

Hi @NLloyd4

While HubSpot allows the export and import of Companies, Contacts, Products, and Deals, it doesn't currently offer a direct way to export or import Quotes between accounts via the UI.

Third-party tools: Some third-party HubSpot integrations or migration services might offer the ability to transfer Quotes as part of a complete data migration package.

Use this marketplace app to achieve this goal: https://ecosystem.hubspot.com/marketplace/apps/ultimate-data-export-224046

Use HubSpot API: If you have access to development resources, you can leverage the HubSpot Quotes API to extract Quotes from the old account and programmatically recreate them in the new account by importing the data.

Let me know if this helps you out or if you have any further query.

Thank you!

Re: Moving information to a new account

Lucila-Andimol — Wed, 23 Oct 2024 13:14:16 GMT

Hey @NLloyd4

you can export al of that information

but you cannot import manually Quotes (yes contacts, companies, deals and products).

To migrate Quotes you are going to need to do this through the API

or with a 3rd party tool like https://datawarehouse.io.

We have done this for some clients

just be sure that quote templates are the same

and esignatures can be tricky.

Besides that, the process is quite easy.

Hope this helps

Re: Moving information to a new account

NLloyd4 — Wed, 23 Oct 2024 17:39:27 GMT

Thank you for the info.

Re: Moving information to a new account

NLloyd4 — Wed, 23 Oct 2024 17:41:09 GMT

That you for the useful info

Re: Moving information to a new account

noahmckeon — Fri, 22 Nov 2024 17:53:49 GMT

Hey @NLloyd4 ! You can do this with software such as MigrateMyCRM. It supports all native and custom HubSpot objects.