HubSpot Schema Replicator - copy your setup from one portal to another

Announcing a new, free migration tool from your friends at Datawarehouse.io: The HubSpot Schema Replicator!

This self-service HubSpot Schema Replicator copies the HubSpot schema/setup from one portal to another. Did I mention that it’s free?

This special version of our HubSpot to HubSpot Portal Migrator does not migrate data. It only copies the schema and setup of a HubSpot portal from one to another. An example of a schema in HubSpot would be how all Contact properties are set up (standard and custom).

Why would I need this, you may ask? A few use cases for this application are:

  • Easily load a set of properties from one portal into another.
  • Replicate the schema of your production portal into a development or test environment
  • If you are a HubSpot Solutions partner doing implementations, you could create a pre-set schema in a development environment, then use this app to rapidly load all of that information into your client’s new HubSpot portals.
  • Prepare a new HubSpot portal for a data migration at a later time using our HubSpot to HubSpot Migrator.

To use this app, simply create an account at datawarehouse.io and go through the self-service checkout process. The migrate of your HubSpot schema from one portal to another is automatic.

What HubSpot Schemas can be copied?
Our service replicates the following HubSpot Object Schemas from one HubSpot portal into another:

  • Folders
  • Company Properties
  • Contact Properties
  • Deal Pipeline/Stages
  • Deal Properties
  • Line Item Properties
  • Ticket Pipeline/Stages
  • Ticket Properties
  • Custom Objects and Properties
  • Association Labels
  • Engagement Properties

Please note that at this time we cannot replicate Calculated Properties. The app will also be able to replicate workflows, reports, and dashboards as soon as a new public API for them is made available.

Our service uses (SSL/TLS) encryption at all times while data is “in transit” to and from HubSpot, so the data remains secure. We do not store any of your data aside from the secure tokens required to migrate your schema. Those tokens are destroyed after the replication is completed. In addition this application is GDPR Compliant and hosted in the EU.

For any questions about how the HubSpot Schema Replicator works please visit https://support.datawarehouse.io/

We recommend reading the documentation explaining how the tool works before proceeding. https://support.datawarehouse.io/hc/en-us/articles/4402190492051

Nice work @johnelmer

looking forward to trying it out next time we create a Staging Portal!

Can believe you used the F word (Free!).

Mike

Here to learn more about HubSpot and share my HubSpot Knowledge. I’m the founder of Webalite a 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.

Thank you for your ongoing support, @Mike_Eastwood ! I want to learn more about Portal-IQ. Would you dm me a meeting link?

Hi @johnelmer

Yes! I’d love the opportunity to show you Portal-iQ!

Just sent you a message with a meeting link.

Cheers

Mike