CRM

BrianM
Participant

How to move contacts from one account to another??

SOLVE

Hi all,

 

I have seen a post related to this but no solution. Is this feature coming out anytime soon? Manually re-entering information again is so pointless and seems like a basic feature.

 

Regards,

 

Brian

2 Accepted solutions
ConnorSlivensky
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

How to move contacts from one account to another??

SOLVE

Assuming you mean between two HubSpot accounts and not "accounts" as in companies. 

 

You could export all contacts from your 1st account with all properties and then verify/clean that export up and import it into your second account. 

 

You can read more about formatting imports here if you need. 

View solution in original post

johnelmer
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

How to move contacts from one account to another??

SOLVE

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

Did this post help solve your problem? If so, please mark it as a solution.






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

View solution in original post

2 Replies 2
johnelmer
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

How to move contacts from one account to another??

SOLVE

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

Did this post help solve your problem? If so, please mark it as a solution.






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
ConnorSlivensky
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

How to move contacts from one account to another??

SOLVE

Assuming you mean between two HubSpot accounts and not "accounts" as in companies. 

 

You could export all contacts from your 1st account with all properties and then verify/clean that export up and import it into your second account. 

 

You can read more about formatting imports here if you need.