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?
el oct 26, 20207:29 AM - fecha de última edición oct 27, 20206:24 AM por sharonlicari
Colaborador líder | Partner nivel Elite
Data Migration from Copper to Hubspot CRM
resolver
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!