Merge Accounts

[TKuehnlein]

Hi Community,

we have grown as a company and are now facing an issue, that we have 2 free accounts (A = filled with our Data; B = Inheriting a special Discount). As we are a startup and do not want to loose both (neither our data, neither the discount), we are wondering, if there is an option to either merge accounts or transfer the discount from B to A.

Anyone had faced the same issue before?

[jhon_785]

Thanks for clarifying. Unfortunately, it looks like we don’t have any options. We’ll probably either forgo the discount or try redeeming it again. Appreciate your help! Visit Snaptube APK

[mike533]

Unfortunately, most platforms do not allow account mergers or direct discount transfers. However, you could try to explain your situation to the platform's help personnel. They could offer a solution, such transferring data from Account A to Account B or creating a one-time exception so that Account A can get the discount. Be careful to emphasize that you are a startup and that maintaining the data and the discount is essential.

[mike533]

Unfortunately, most platforms do not provide account mergers or direct discount transfers. However, you could try to explain your issue to the platform's support team. They could provide a solution, such as transferring data from Account A to Account B or making a one-time exception so that Account A receives the discount. Be sure to highlight that you are a startup and that keeping the data and discount is critical. APK YouTube Premium

[mike533]

Regretfully, the majority of platforms do not permit direct discount transfers or account mergers. You could, however, attempt explaining your predicament to the platform's support staff. They might provide an answer, such as moving information from Account A to B or making a one-time exception for Account A to receive the discount. Make sure to stress that you are a startup and that it is crucial that you keep the data and the discount.

[nick533]

Unfortunately, most platforms don’t allow merging accounts or transferring discounts directly. However, you can try contacting the platform’s support team to explain your situation. They may offer a solution, like transferring data from Account A to B or applying the discount to Account A as a one-time exception. Be sure to emphasize your status as a startup and the importance of retaining both the data and the discount.

[karstenkoehler · Accepted solution]

Hi @TKuehnlein,

There is no out of the box feature, no. Some marketplace app providers have specialiced on this and are offering paid migration solutions: https://ecosystem.hubspot.com/marketplace/apps/hubspot-to-hubspot-migration

If a paid solution is not an option, the easiest and cheapest option is exporting and importing:

https://knowledge.hubspot.com/account-management/export-your-content-and-data

https://knowledge.hubspot.com/import-and-export/set-up-your-import-file

I will not sugar-coat it, this is hard and complex, especially with associations between records – and you'll lose engagement information on records (meetings, notes etc).

Lastly, you can always build your own solution based on the HubSpot API: https://developers.hubspot.com/docs/reference/api/overview

Hope this helps!

[TKuehnlein]

@karstenkoehler thank you for sheding some light on this. Unfortunately no options at all. We probably will either discard the discount or try to redeem it once again.
Thank you.