topic Re: HubSpot Portal to HubSpot Portal Data Migration in Sales Integrations

HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Thu, 01 Feb 2024 19:52:16 GMT

This post addresses the HubSpot to HubSpot Portal Migrator that is available in the HubSpot App Marketplace.

This data migration tool automates to process of migrating data from one HubSpot portal to another. The app uses HubSpot APIs to automatically migrate CRM data from one HubSpot portal to another HubSpot portal.

This automated app is ready to migrate your data with no field mapping required. There is no need to manually create properties. The HubSpot to HubSpot Migrator automatically takes care of everything required for moving your HubSpot data from one portal to another.

This application migrates the following HubSpot data from one HubSpot portal into another:

Contacts
Companies
Contact Lists
Company Properties
Contact Properties
Custom Properties for all 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. Properties can be filtered prior to running the migration.

Use the Migrator to:
- Move data from an existing HubSpot portal to a new one
- Combines two existing portals into one
- Consolidate multiple portals

- Migrate data into a developer portal for testing purposes

This app does not migrate forms, landing pages, blog posts, templates or other digital assets. If you need to migrate custom objecs and associated data, we can provide that as a manual add-on.

The Bayard Bradford team looks forward to your questions!

Re: AMA: HubSpot Portal to HubSpot Portal Data Migration

sharonlicari — Fri, 18 Jun 2021 08:36:14 GMT

Thank you for sharing this @johnelmer 🙂

Re: HubSpot Portal to HubSpot Portal Data Migration

amandafann — Thu, 08 Jul 2021 15:21:54 GMT

Thanks for sharing @johnelmer, this looks like a great solution for anyone trying to merge portals. Does the Hubspot to Hubspot Migrator offer a way to filter/specificy which data is migrated, or exclude certain data, if you don't want everything going over to the new portal? Does it also offer a way to test the migrator on a small sample of data first, to be sure everything is migrating as expected before turning on for the entire portal?

Also wondering if you or anyone in the Community have any suggestions for bringing reports, dashboard, and workflows over from one portal to another? Is the only option to manually rebuild in the new portal?

TY in advance!

Re: HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Tue, 11 Jan 2022 21:10:37 GMT

@amandafann Unfortunately, the HubSpot to HubSpot Migrator does not allow filtering or customization. This app is a fully-automated, low-cost self-service migration solution. You can use one of the custom migration providers if you want to selectively migrate data, but the cost is likely to be much higher.

Regarding a test migration, we suggest setting up a free developer portal and running the migrator. However, this can't be done for just for a small sample of data. Again, to keep the cost lost, the app is built to run complete migrations automatically. If you will DM me, we can discuss pricing for first running a migration on a dev portal, then repeating the migration to your production portal after you validate the results of the first migration.

You should look into the HubSpot Portal Replicator for a way to selectively migrate pipelines, forms, lists, workflows. These assets are not migrated by our portal migrator app.

Re: HubSpot Portal to HubSpot Portal Data Migration

ameyersohn — Wed, 15 Sep 2021 11:50:13 GMT

Hi John,

Does it include Marketing Workflows, Landing pages, Blogs, ?

Thanks

Re: HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Wed, 15 Sep 2021 15:01:51 GMT

@ameyersohn The service does not migrate marketing assets such as blog posts and landing pages. There is, however, another migration tool in the App Marketplace that migrates workflows and forms.

Here is another thread in the forum with more background on portal to portal migrations.

Re: HubSpot Portal to HubSpot Portal Data Migration

ameyersohn — Fri, 17 Sep 2021 07:28:43 GMT

Thank you for the tip. May I ask you which one ? there so many .....

Re: HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Tue, 11 Jan 2022 21:09:46 GMT

@ameyersohn Here is a link.

Re: HubSpot Portal to HubSpot Portal Data Migration

SpragueKC — Wed, 24 Nov 2021 16:46:42 GMT

Thanks for this info! I am in the early stages of figuring out what we need to do to merge portals. We are excited that Brayard can directly import contacts, lists and properites, but we need more clarification around what the capabilities are for marketing emails (NOT sales/sequences). Questions for you:

1) What can be transferred over from our marketing emails?

2) Can we transport over sent emails with their historic data?

3) Can we transport over templates/content of the emails? Or must we create everything anew? I am nervous that we will have no way to access the content of our previous emails, and that it is going to be a manual screen shot project. Let me know if you all can do anything here. Thanks!

Re: HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Wed, 24 Nov 2021 18:59:34 GMT

@SpragueKC Here is a link to the support documentation for the HubSpot to HubSpot Portal Migrator.

Due to API rate limits imposed by HubSpot, the tool cannot migrate Marketing emails (as in email campaigns). One to one emails are imported. Digital / creative assets such as templates are not migrated by this tool.

Re: HubSpot Portal to HubSpot Portal Data Migration

SpragueKC — Wed, 24 Nov 2021 19:11:13 GMT

Thank you! Can you confirm what the difference is between an email campaign and one to one email?

Re: HubSpot Portal to HubSpot Portal Data Migration

LSilvaVillanu — Mon, 21 Feb 2022 17:05:46 GMT

Hi @johnelmer! I´m working with a customer that is willing to transfer a few contacts to a new HubSpot portal. I want to make clear some things:

1. Is it possible to filter contacts that are going to be migrated or the whole account will migrate to the new portal?

2. Are the migrated contacts “deleted” from the source portal?

3. Which portal will require the integration? The target or the source portal?

Re: HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Mon, 21 Feb 2022 17:53:47 GMT

@LSilvaVillanu Unfortunately it is not possible to filter contacts during the migration process. The whole account automatically migrates to the new portal. Nothing is changed in the source portal.

This link takes you to a page that explains exactly how the migration process works.

Re: HubSpot Portal to HubSpot Portal Data Migration

LSilvaVillanu — Mon, 21 Feb 2022 18:10:22 GMT

Hi John! Many thanks for your response:). Just a quick one, this customer paid for this app before but is linked to their source account, in order to transfer from the source to a target account, the integration should be integrated to the target account as well?

Re: HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Mon, 21 Feb 2022 20:01:50 GMT

@LSilvaVillanu Please submit a support ticket here that explains the situation. Provide as much information as possible. The portal migrator is a one-time use service, not an ongoing subscription.

Re: HubSpot Portal to HubSpot Portal Data Migration

MarlijndeGorter — Tue, 26 Sep 2023 12:09:45 GMT

Hi @johnelmer, just to confirm Silva Villanu's question: will data be deleted in the source portal with the use of the migration tool or will the data be copied from the source portal to the target portal?

In our case we need to keep all the data in de source portal and copy it to the target portal.

I see you're comment 'Nothing is changed in the source portal', however I wanted to make sure no data will be lost within the source portal with the use of the HubSpot to HubSpot migration tool.

Re: HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Tue, 26 Sep 2023 19:21:16 GMT

Hi @MarlijndeGorter ! The HubSpot to HubSpot Migrator app does not delete data in the source portal. The Migrator app doesn't just copy data over. It performs updates to the destination portal so that it does not create duplicate contacts (and minimizes the amount of duplicate data elsewhere).

Please be aware that the Migrator app is available in Lite and Pro editions. Both editions enable a user to perform a self-service data migration from a source portal to a destination portal.

The Lite edition automatically migrates the following schemas and data with no mapping, filtering, or configuration:

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

The Pro version of the Migrator app enables an advanced migration, which migrates everything in the Lite edition plus:.

A fully customizable migration schema.
Business Units filtering and assignment.
Deal Pipeline selection and filtering.
Custom Objects data and schema migration

You can learn more about how the HubSpot to HubSpot Migrator App works by reading this documentation page.

For teams that prefer to work with a HubSpot Solutions Partner to do their portal migration, that service is available here.

Re: HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Thu, 01 Feb 2024 19:51:20 GMT

UPDATE: The HubSpot Portal to Portal Migrator App has been expanded to include filtering!

Re: HubSpot Portal to HubSpot Portal Data Migration

MStreib5 — Thu, 07 Mar 2024 01:43:48 GMT

Hi @johnelmer
Been going through all your posts here and the detailed documentation in support section of your website. This migration tool looks like a solution to our current situation but would like to be certain before we proceed with purchase. I'm preparing to email some details and a few questions to your support email distribution list and wanted to ask if you're on that list?

Is there a better way to direct connect with you?

Thanks,

Mike

Re: HubSpot Portal to HubSpot Portal Data Migration

johnelmer — Thu, 07 Mar 2024 14:50:41 GMT

@MStreib5 you can DM me here, or connect on LinkedIn. I will DM you my email address. Thank you!