topic Re: Migration after expiring two pro licences and activating an Enterprise in Tips, Tricks & Best Practices

Migration after expiring two pro licences and activating an Enterprise

Simoneponti89 — Tue, 11 Oct 2022 07:37:27 GMT

Hello,

My agency has 2 customers: the first has the marketing Pro license, the second has marketing Pro, sales Pro, service Pro licenses.

The goal is to end all licenses and open a new Enterprise license for all.

So we are looking for a way to migrate all of content, properties, deals, contacts, notes, tasks, etc. from the two accounts with Pro to the new Enterprise account.

Is there a way to do it?

Regards

Simone

Re: Migration after expiring two pro licences and activating an Enterprise

Phil_Vallender — Tue, 11 Oct 2022 08:23:07 GMT

Hi @Simoneponti89

We recently completed a very similar project - 3 into 1 - which you can read about here if you are interested: HubSpot merge/migration case study

A lot can be migrated, but not everything.

Our partner Trujay is your best bet for migrating CRM records. They can help you migrate all properties, contacts, company, deals and timeline engagements.

File manager assets are best migrated via CLI and page/email templates can be pushed from one portal to another: Copy a template or theme to another HubSpot account

Blog posts can in many cases be imported into a new HuBSpot portal using HubSpot's blog import tooling: Import your blog

However, AFAIK, there is no readily available way to move pages, content, CTAs, forms, workflows, etc. For the time being, I think, these have to be manually re-built in the target portal.

For that reason, it would be best if you could upgrade the larger of the existing two portal and migrate the other in, in order to minimise this workload.

Hope this helps?

Re: Migration after expiring two pro licences and activating an Enterprise

Simoneponti89 — Wed, 12 Oct 2022 07:59:38 GMT

Hello,

Thank you for answering.

Your idea is very good!

I ask you if there is the possibility to migrate all email tracking from the contact time line and all the tasks for sales people.
I believe that maintaining this visibility is important for my client.

Regards

Simone

Re: Migration after expiring two pro licences and activating an Enterprise

Phil_Vallender — Wed, 12 Oct 2022 08:19:26 GMT

Hi @Simoneponti89

Trujay can indeed migrate the most important timeline engagement types, if I remember correctly. Check with them to be sure.

Best regards, Phil.

Re: Migration after expiring two pro licences and activating an Enterprise

johnelmer — Mon, 11 Mar 2024 14:07:37 GMT

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.

HubSpot CRM data that cannot be migrated by this app (due to HubSpot API limitations):

Marketing email campaign data

Historical web traffic data

Properties with the same name but a different type in each portal

Active lists that reference Forms

Calculated properties

Deactivated users that still own records

Use the Migrator app to:

- 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: Migration after expiring two pro licences and activating an Enterprise

noahmckeon — Mon, 24 Jun 2024 17:47:55 GMT

Thanks, Phil!

Just to reduce confusion, Trujay has rebranded as SyncMatters, and our migration product is now called MigrateMyCRM. Same awesome product as before 😁