Data Migration from Copper to Hubspot CRMSOLVE
Mar 18, 2019 10:59 AM
I am trying to migrate the data from our existing CRM (Copper, formerly Prosperworks). The export from that CRM generated three excel files (People, Company & Opportunities).
I am now trying to import these, but I am having trouble to get the associations between the three objects to function i.e. that a contact is linked to the right company and deal.
In terms of the logic, do I upload the differnt associated pairs? (as three files is not possible?i.e. Contact + Company; Company + Deal; Contact + Deal or is there another way?
Having said that, do I need a unique identifier for all three or "just" between the differnt pairs?
many thanks in advance!
Solved! Go to Solution.
Apr 7, 2019 11:50 AM
We enabled automatic Company creation from Contacts.
Uploaded Contacts + Deals, using a unique identifier between the two objects.
Exported Deals and tied the Deal ID created from Hubspot to our Company file.
Upload Deals and Companies to associate those as well.
This Link helped as well: