How to manually import opportunities with contact roles from salesforce?

Smart CRM & Sales Hub CRM
1

Hi,

We are migrating to hubspot for marketing and will turn on the sync with deals / opportunities in salesforce.

I want to import historical opportunities, I can see i can inclue opportunity line items, but not how to include opportunity contacts, is this possible?

Thanks,

/Will

2

Hi @WillSmith2,

If your contacts or accounts are associated with the opportunities in Salesforce, they will maintain that association to the deals in HubSpot using the native HubSpot integration, provided they meet whatever sync criteria you have set up.

For more robust data migration from SFDC to HubSpot, including attachments, I usually recommend SyncMatters (formerly TruJay). Their self-migration tool is very easy to use and their customer support is spot on!

Josh

3

Thanks for the shoutout, @Josh!
@WillSmith2 You can access our migration tool here. We’re also used to working in conjunction with the native sync, meaning if you want to do the bulk of the import with the sync and just bring over what’s missing from Salesforce (a partial migration), we can do that for you.
(We do this work all the time. Happy to answer any questions you have.)