Data Migration from Copper to Hubspot CRM

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Occasional Contributor

Dear Community, 

 

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!
Patrick

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Solution
Occasional Contributor

Problem solved. 

 

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: 

https://www.hubspot.com/services/consulting/crm-data-migration

 

Best Patrick

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4 Replies 4
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Community Manager

Hi @Schenavp,

 

Have you seen this resource which discusses how to associate records via import? 

 

You can use the object id for the record types to associate them through the import process. 

 

Thank you,
Jenny


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New Contributor

Hi Jenny, the link on your second comment was to an article about de-duping, which I believe may have been a mistake. Could you confirm please?

 

https://knowledge.hubspot.com/articles/kcs_article/contacts/deduplication-of-contacts-companies-deal...

 

I'm currently in the process of migrating from Copper to HubSpot myself...will share any notes if I find something new.

 

UPDATE: nm, I see the association. Thanks!

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Solution
Occasional Contributor

Problem solved. 

 

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: 

https://www.hubspot.com/services/consulting/crm-data-migration

 

Best Patrick

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Top Contributor

Hi there!

 

I believe you've found the solution, but if anyone still needs help, you can import data from Copper to HubSpot on your own with Trujay’s Free Sample Migration .

 

If you’re not sure how to proceed using the Self-Service tool, get a Guided Service and we’ll do the entire project for you. Visit our Guided Self-Service Migration page  and get in touch with our experts at  sales@trujay.com. If you have any other questions we are always ready to help. We hope this helps!

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