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LLin1
Member

Merging accounts

SOLVE

So basically, my colleagues and I have different Hubspot IDs but under the same company. 

 

Is there any way possible to get their account to move into the main one?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merging accounts

SOLVE

Hi @LLin1,

 

HubSpot doesn't have a feature specifically for this, unfortunately, accounts cannot be merged automatically. You would have to export all records from one portal and import them into the other portal.

 

HubSpot has great knowledge base articles that walk you through export and import step by step:

- Export contacts, companies, deals or tickets

- Import contacts, companies, deals, tickets, products, or notes 

 

This would be the free option and it will cover the major data (objects and their property values, e.g. contacts). If you haven't accumulated a lot of history in your portal, export/import is the easiest solution.

 

However, HubSpot doesn't let you export engagements (e.g. emails sent). These are only accessible via API. Some apps have been developed based on that API. Some of them help specifically with importing historic emails, e.g. Threads. Others promise to take care of the whole migration, for example HubSpot to HubSpot Migrator.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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johnelmer
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Merging accounts

SOLVE

@LLin1 @karstenkoehler  For merging HubSpot accounts (also referred to as merging HubSpot portals), there is a HubSpot Certified app called the HubSpot to HubSpot Portal Migrator that is available in the HubSpot App Marketplace.  This data migration tool automates the process of migrating data from one HubSpot portal to another.  Designed specifically for merging two or more HubSpot portals, this app uses HubSpot APIs to automatically migrate CRM data from one HubSpot portal to another HubSpot portal. 


This automated app is ready to migrate your data with no field mapping required. There is no need to manually create properties. The HubSpot to HubSpot Migrator automatically takes care of everything required for moving your HubSpot data from one portal to another. This application migrates the following HubSpot data from one HubSpot portal into another:

  • Contacts
  • Companies
  • Contact Lists
  • Company Properties
  • Contact Properties
  • Custom Properties for all Objects
  • Deal
  • Deal Pipelines
  • Engagements (Meetings, Tasks, Notes, Calls, Emails)
  • Owners
  • Line Items/Products
  • Tickets
  • Files/Attachments
  • CRM Associations between all records

 

The HubSpot to HubSpot Migrator is designed to update the data in the destination portal. This eliminates duplicate contacts and minimizes duplicate data. Use the Migrator to:
- Move data from an existing HubSpot portal to a new one
- Combines two existing portals into one
- Consolidate multiple portals
- Migrate data from a production portal into a sandbox portal

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John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | RevOps Services | Datawarehouse.io Apps for HubSpot
HubSpot Diamond Solutions Partner
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merging accounts

SOLVE

Hi @LLin1,

 

HubSpot doesn't have a feature specifically for this, unfortunately, accounts cannot be merged automatically. You would have to export all records from one portal and import them into the other portal.

 

HubSpot has great knowledge base articles that walk you through export and import step by step:

- Export contacts, companies, deals or tickets

- Import contacts, companies, deals, tickets, products, or notes 

 

This would be the free option and it will cover the major data (objects and their property values, e.g. contacts). If you haven't accumulated a lot of history in your portal, export/import is the easiest solution.

 

However, HubSpot doesn't let you export engagements (e.g. emails sent). These are only accessible via API. Some apps have been developed based on that API. Some of them help specifically with importing historic emails, e.g. Threads. Others promise to take care of the whole migration, for example HubSpot to HubSpot Migrator.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

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