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.
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
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