Migrating records from Company object to Custom objects

Louraine
Participant

Hi, Is there a way to copy the engagements (notes and emails) from Company objects to custom objects as well as the associated contacts?

 

We will eventually removed these records from Company objects so we need all the info to be migrated. is it possible?

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Jaycee_Lewis
Thought Leader

Hi, @Louraine 👋 There is likely no single answer. I do have a few questions that may help the community to better understand your needs for this project.

  • Do you have a developer or are you a developer? If so, I'd recommend starting with the Engagements, Associations, and Search API documentation pages. This will provide you with the available endpoints
  • Are you looking for something prebuilt for exporting/re-importing? I'd suggest looking in the Marketplace
  • Do you require something more hands-on? If so, have a look at the HubSpot Solution Directory

I acknowledge this is more questions and no answers, and I would rather not leave you with nothing to get started with.

 

Best,

Jaycee





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