CRM

PBarik8
Member

Data Migration

SOLVE

How can we migrate the "A website" data in HubSpot in a business Unit? Let's say I have BU1 in HubSpot. I want another BU2 in HubSpot and migrate the data into it?

1. Will it be done manually or any other process is available to do the migration and alloating the BU?

2. Will creating a new BU2 have any effect on the current BU1 with data and process?

3. Any pre-requisite to follow to create and assign BU, and migrate the data into?

1 Accepted solution
Lucila-Andimol
Solution
Most Valuable Member | Gold Partner
Most Valuable Member | Gold Partner

Data Migration

SOLVE

Hi @PBarik8 

so when you are opting for Business Units in HubSpot

when you purchase and activate the 2nd BU 

all of the current information in HubSpot becomes part of BU 1.

So then you can migrate data from BU 1 to BU 2.

1. How? You can do it Manually or with automations (defining the criterias)

2. No, everything that already existed in the CRM will still be BU 1, so you need to start building things for BU 2 (forms, subscription types and more)

3. No, just all the things you need to setup after the creation and re-allocation of assets.

 

Here is more info about how to handle Business units

Also here is a video that we did about business units and its considerations

hope this helps

 

 

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

View solution in original post

0 Upvotes
2 Replies 2
PamCotton
HubSpot Employee
HubSpot Employee

Data Migration

SOLVE

Hey @PBarik8, thank you for posting in our Community!

 

Let us know if you have any questions towards @Lucila-Andimol, but she is our top expert and I am sure this will solve your case. 

 

Thank you for the help @Lucila-Andimol.

 

Kindly,

Pam 

0 Upvotes
Lucila-Andimol
Solution
Most Valuable Member | Gold Partner
Most Valuable Member | Gold Partner

Data Migration

SOLVE

Hi @PBarik8 

so when you are opting for Business Units in HubSpot

when you purchase and activate the 2nd BU 

all of the current information in HubSpot becomes part of BU 1.

So then you can migrate data from BU 1 to BU 2.

1. How? You can do it Manually or with automations (defining the criterias)

2. No, everything that already existed in the CRM will still be BU 1, so you need to start building things for BU 2 (forms, subscription types and more)

3. No, just all the things you need to setup after the creation and re-allocation of assets.

 

Here is more info about how to handle Business units

Also here is a video that we did about business units and its considerations

hope this helps

 

 

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes