I am using export and import to move information to a new account.
- Companies
- Contacts
- Products
- Deals
Is it possible to move Quotes across to the new account?
Hi @NLloyd4
If it’s possible @johnelmer will know…
And if it’s posssible their systems will do it, have a look at https://datawarehouse.io
Have fun
Mike
Here to learn more about HubSpot and share my HubSpot Knowledge. I’m the founder of Webalite a Gold 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.
Hi @NLloyd4
While HubSpot allows the export and import of Companies, Contacts, Products, and Deals, it doesn’t currently offer a direct way to export or import Quotes between accounts via the UI.
- Third-party tools: Some third-party HubSpot integrations or migration services might offer the ability to transfer Quotes as part of a complete data migration package.
Use this marketplace app to achieve this goal: HubSpot Marketplace
- Use HubSpot API: If you have access to development resources, you can leverage the HubSpot Quotes API to extract Quotes from the old account and programmatically recreate them in the new account by importing the data.
Let me know if this helps you out or if you have any further query.
Thank you!
That you for the useful info
Hey @NLloyd4
you can export al of that information
but you cannot import manually Quotes (yes contacts, companies, deals and products).
To migrate Quotes you are going to need to do this through the API
or with a 3rd party tool like https://datawarehouse.io.
We have done this for some clients
just be sure that quote templates are the same
and esignatures can be tricky.
Besides that, the process is quite easy.
Hope this helps
Thank you for the info.
Hey @NLloyd4 ! You can do this with software such as MigrateMyCRM. It supports all native and custom HubSpot objects.