Total Export of Contact Data If Needed

SOLVE
Occasional Contributor

My company may be moving to Salesforce in about a year.  When the time comes, will I be able to export 100% of my contact data and notes to excel for later import into Excel?

 

Thanks very much for looking at this.

 

Kirk

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Hi, @KirkB. Check out the last item from this help article on exports. While there's not an in-app option for exporting notes, orgs with developer resources can use the Engagements API to extract notes associated with a single contact. 

 

If and when you do make the switch, you may want to consider enabling the Create Audit Fields permission, which will allow admins to set system fields such as Create Date, when creating records via the API. You could preserve when a record was created in HubSpot with a matching Salesforce create date this way. 

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Top Contributor

KirkB,

 

You intent to export contact data and notes from Salesforce into Excel, and than import that Excel file into Hubspot?

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Occasional Contributor

No. Am interested in the ability to export my HS data later on and then import to Salesforce if and when my company goes in that direction.

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Top Contributor

Got it.

Well, Hubspot has the option of exporting data into Excel/CSV files.

As an alternative to that, you may try a data migration service Data2CRM. With its help you can export the needed data from Hubspot into Excel/CSV files in totally automatical way, and then import that files into Salesforce also automaticaly.

There is an ability to perform a test export, so you'll see how your data looks like.

 

Best.

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Top Advisor

Hi, @KirkB. Check out the last item from this help article on exports. While there's not an in-app option for exporting notes, orgs with developer resources can use the Engagements API to extract notes associated with a single contact. 

 

If and when you do make the switch, you may want to consider enabling the Create Audit Fields permission, which will allow admins to set system fields such as Create Date, when creating records via the API. You could preserve when a record was created in HubSpot with a matching Salesforce create date this way. 

Occasional Contributor

VERY helpful, I've copied/captured all that text for use in the future.

 

Thanks!

 

Kirk