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MKnoesen
Miembro

How to merge multiple contacts from one account to another account

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Hi everyone.

I'm new to Hubspot. 

I'm having some trouble merging multiple contacts from one account to another.  I accidentally started a new account apart from the company account and without knowing I started importing contacts into "my" account instead of the company account.  I need to take all the contacts that I've imported into my account over to the company account.  It's quite a lot of contacts.  Is there any way of doing this?

 

TIA
Melinda

2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How to merge multiple contacts from one account to another account

resolver

Hi @MKnoesen,

 

Happy to help here.

 

It's not possible to link two portals directly or to send contacts from one portal to another. In this case, you'll have to export your records and then re-import them in the main portal:

https://knowledge.hubspot.com/import-and-export/export-records

https://knowledge.hubspot.com/import-and-export/import-objects

 

While it is possible to link two HubSpot portals, it's typically prohibitively expensive or complicated. In this case, an export and import is your best option.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Ver la solución en mensaje original publicado

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Lucila-Andimol
Solución
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

How to merge multiple contacts from one account to another account

resolver

Hey @MKnoesen 

si I'd divide the problem into 2 different steps

1) De duplication of the contacts: I'd start by deduplicating and merging contact in 1 portal. Once you have all your data clean, then go to step 2.

2) Move contacts from portal A to portal B: Here you can use 3rd party apps like HubSpot to HubSpot Migrator or Portal Replicator to copy the information (contacts, companies, deals) from one portal to another. This may have an extra cost but if you are dealing with a big amount of info, will definitely help you.

At this pount you can always opt to export you contacts/company/deals/tickes into an excel/csv from portal 1 and import manually into portal 2. 
If the most importan information is in portal 1, I wll erase fists all the contacts from portal 2 to avoid having duplicates agains, and have a fresh start.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

Ver la solución en mensaje original publicado

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3 Respuestas 3
Lucila-Andimol
Solución
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

How to merge multiple contacts from one account to another account

resolver

Hey @MKnoesen 

si I'd divide the problem into 2 different steps

1) De duplication of the contacts: I'd start by deduplicating and merging contact in 1 portal. Once you have all your data clean, then go to step 2.

2) Move contacts from portal A to portal B: Here you can use 3rd party apps like HubSpot to HubSpot Migrator or Portal Replicator to copy the information (contacts, companies, deals) from one portal to another. This may have an extra cost but if you are dealing with a big amount of info, will definitely help you.

At this pount you can always opt to export you contacts/company/deals/tickes into an excel/csv from portal 1 and import manually into portal 2. 
If the most importan information is in portal 1, I wll erase fists all the contacts from portal 2 to avoid having duplicates agains, and have a fresh start.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

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MKnoesen
Miembro

How to merge multiple contacts from one account to another account

resolver
Thank you so much for this!
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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How to merge multiple contacts from one account to another account

resolver

Hi @MKnoesen,

 

Happy to help here.

 

It's not possible to link two portals directly or to send contacts from one portal to another. In this case, you'll have to export your records and then re-import them in the main portal:

https://knowledge.hubspot.com/import-and-export/export-records

https://knowledge.hubspot.com/import-and-export/import-objects

 

While it is possible to link two HubSpot portals, it's typically prohibitively expensive or complicated. In this case, an export and import is your best option.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Me gusta