Merging 2 accounts

Smart CRM & Sales Hub CRM
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1

Hello,

Our company currently has 2 accounts and we’re looking to merge them together. 1) How would i go about this? and 2) Is there a way to still have a separation of the contacts after merging the accounts?

2

Hi @dadventures

Megring two accounts requries you to combine the data from the portals on one of them. The suitable methods for migrating that information depends on what information you have, what you want to keep, and what you are happy to leave behind.

Exporting and imported data via spreadsheet lets you migrate the basic objects (contacts, companies, deals), and, with a bit manipulation in Excel, assoicate them in the destination portal.

If you have and what to keep tasks, notes, etc, Trujay’s self service tool is a good way to go.

If you have marketing engagements that you want to keep, Trujay also have a premium service that can migrate these over.

Hope this helps.

3

Thanks, Phil!
Just to reduce confusion, Trujay has rebranded as SyncMatters, and our migration product is now called MigrateMyCRM. Same awesome product as before :grin:

4

For merging multiple HubSpot accounts, there is a HubSpot Certified app called 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
  • Deal
  • 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. Use the Migrator to:

  • Move data from an existing HubSpot portal to a new one
  • Merge two existing HubSpot accounts
  • Consolidate multiple portals
  • Migrate data from a production portal into a sandbox

This app is part of the Datawarehouse.io suite of HubSpot integrations from Bayard Bradford.