Merging Hubspot User Account into Team Account

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Regular Contributor

Hello,

 

One of my sales team members created their own independent hubspot account and have their own unique hub ID. We want to find a way to merge their Hub ID into mine (The administrator Hub ID) so that all of the sales team members are linked in under the same Hub ID.

 

Please advise how I can do so.

 

Thank you!

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Community Manager

Hi @daneagles124007, good question. There is not a way to merge two seperate portals, but you can easily get your portal set up with your new user. 

First, you'll want to add your employee as a new user in your team portal

Then, you can export the employee's contact, company, and deal database from the individual portal

And finally you can re-import this information into your team portal. 

I would also recommend deleting the individual portal after this process to prevent confusion when logging in. 

I hope this helps!

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3 Replies 3
Community Manager

Hi @daneagles124007, good question. There is not a way to merge two seperate portals, but you can easily get your portal set up with your new user. 

First, you'll want to add your employee as a new user in your team portal

Then, you can export the employee's contact, company, and deal database from the individual portal

And finally you can re-import this information into your team portal. 

I would also recommend deleting the individual portal after this process to prevent confusion when logging in. 

I hope this helps!

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Community Manager

Thanks @nicolebrenner!

 

... @daneagles124007 there are a lot of knowledge articles linked above, so I can appreicate it's a lot to take in but I"d reccommend reading each of the readings from the Knowledge Base so they can guide you through the process step by step. 

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New Contributor

If the account we need to move over to another team is deleted, what will happen to the schedule meeting link from the account if it has been emailed to various contacts? The account we accidentally made separately from the team's is already integrated with the email system and calendar. 

 

If deleted, will any events scheduled for the account be removed as well? 

 

Any info would be greatly appreciated!

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