CRM

JMakielski
Miembro

How can I migrate contacts and companies while retaining the emails and other activities?

resolver

I'd like to migrate certain contacts and companies from one HubSpot account to another while retaining the emails and activity history on them. What is the best way to do this? So far I've found a way to export the activities, but not a way to reimport them into the new account.

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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How can I migrate contacts and companies while retaining the emails and other activities?

resolver

Hi @JMakielski,

 

I haven't used it before myself but Import2 claims to accomplish what you're trying to do:

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Respuestas 3
johnelmer
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

How can I migrate contacts and companies while retaining the emails and other activities?

resolver

@JMakielski There is an app in the HubSpot App Marketplace called the HubSpot to HubSpot Migrator that should meet your needs.

The app uses HubSpot APIs to automatically migrate CRM data from one HubSpot portal to another HubSpot portal.

The app migrates your data with no field mapping required. There is no need to manually create properties.

The following HubSpot data are migrated from one HubSpot portal into another:

 

Contacts
Companies
Contact Lists
Company Properties
Contact Properties
Custom Properties for all Objects
Custom Objects
Deals
Deal Pipelines
Engagements (Meetings, Tasks, Notes, Calls, Emails)
Owners
Line Items/Products
Tickets
Files/Attachments
CRM Associations between all records

The HubSpot to HubSpot Migrator is designed to update the data in the destination portal. This eliminates duplicate contacts and minimizes duplicate data.

HubSpot CRM data that cannot be migrated by this app (due to HubSpot API limitations):

 

  • Marketing email campaign data
  • Historical web traffic data
  • Properties with the same name but a different type in each portal
  • Active lists that reference Forms
  • Calculated properties
  • Deactivated users that still own records

Use the Migrator app to:

- Move data from an existing HubSpot portal to a new one
- Combines two or more existing portals into one
- Consolidate multiple portals
- Migrate data into a developer portal for testing purposes

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John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn
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TrujayJay
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

How can I migrate contacts and companies while retaining the emails and other activities?

resolver

Trujay can do this with no problem. 

Trujay | Noah Hendricks
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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How can I migrate contacts and companies while retaining the emails and other activities?

resolver

Hi @JMakielski,

 

I haven't used it before myself but Import2 claims to accomplish what you're trying to do:

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.