topic Re: Migrate Salesforce Files to HubSpot Attachments in Tips, Tricks & Best Practices

Migrate Salesforce Files to HubSpot Attachments

SShepherd4 — Fri, 09 Aug 2024 16:32:40 GMT

We have a client that is looking to make a switch from Salesforce to HubSpot. We understand how to migrate over all of the data. Our biggest issue is how can we easily move all of our Salesforce Files that are associated to Accounts to HubSpot attachments on Companies?

I am not seeing an easy way to do that. Is there a tool out there to use that would make this easy or is all going to have to be done manually?

Re: Migrate Salesforce Files to HubSpot Attachments

DianaGomez — Mon, 12 Aug 2024 13:42:01 GMT

Hi @SShepherd4,

Thanks for reaching out to the Community, I hope you are doing well!

Would you mind considering a custom solution to send files from Salesforce to HubSpot? Some options are discussed in this thread, which recommends utilizing either the API or a third-party service.

I hope this helps,

Diana

Re: Migrate Salesforce Files to HubSpot Attachments

noahmckeon — Fri, 16 Aug 2024 19:27:22 GMT

Hey @SShepherd4 ! We've done hundreds of these migrations with our platform and would be happy to help. Please reach out to our MigrateMyCRM team here if you're still looking for a solution.

Re: Migrate Salesforce Files to HubSpot Attachments

LSchmidt63 — Wed, 27 Aug 2025 11:50:22 GMT

Unfortunately, Salesforce Files don’t migrate as easily as standard objects. They’re stored in ContentVersion/ContentDocument, and HubSpot doesn’t have a native way to import them as attachments. Typically, you’d either:

use a custom script (export from Salesforce API, upload with HubSpot Files API, then associate with Companies)
work with a migration service like Trujay or Import2.

For the structured CRM data (Accounts - Companies, Contacts, Deals, etc.), tools like Skyvia can automate mappings and sync rules, but the file transfer itself usually needs API-based handling or a specialized service.