How we can transfer all data from a hubspot account another hubspot account

[inscopixdev]

Is there a way that we can clone hubspot account data to anthor account data like propeties, form, Email template, workflow and website page without doing manulal work

[karstenkoehler · Accepted solution]

Hi @inscopixdev,

There is an app called Portal Replicator in the App Marketplace which promises to let you replicate properties, forms and workflows in another portal.

Also, templates that are stored under Files and Templates can be moved following these steps: https://knowledge.hubspot.com/cos-general/how-do-i-copy-a-blog-email-page-template-from-one-portal-t...

Hope this helps!

[johnelmer]

@inscopixdev 

There is an app called the HubSpot to HubSpot Portal Migrator that is available in the HubSpot App Marketplace.  This data migration tool automates to process of migrating data from one HubSpot portal to another.  The app uses HubSpot APIs to automatically migrate CRM data from one HubSpot portal to another HubSpot portal.

This automated app is ready to migrate your data with no field mapping required. There is no need to manually create properties. The HubSpot to HubSpot Migrator automatically takes care of everything required for moving your HubSpot data from one portal to another. This application migrates the following HubSpot data from one HubSpot portal into another:

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

If you only need to migrate the schema (setup) of your portal, there is a free app called the HubSpot Schema Replicator.

This self-service HubSpot Schema Replicator copies the HubSpot schema/setup from one portal to another.   

This special version of our HubSpot to HubSpot Portal Migrator does not migrate data.  It only copies the schema and setup of a HubSpot portal from one to another. An example of a schema in HubSpot would be how all Contact properties are set up (standard and custom).

A few use cases for this application are:

• Easily load a set of properties from one portal into another.

• Replicate the schema of your production portal into a development or test environment

• If you are a HubSpot Solutions partner doing implementations, you could create a pre-set schema in a development environment, then use this app to rapidly load all of that information into your client's new HubSpot portals.

• Prepare a new HubSpot portal for a data migration at a later time using our HubSpot to HubSpot Migrator.

To use this app, simply create an account at datawarehouse.io and go through the self-service checkout process. The migrate of your HubSpot schema from one portal to another is automatic.

What HubSpot Schemas can be copied?
Our service replicates the following HubSpot Object Schemas from one HubSpot portal into another:

• Folders

• Company Properties

• Contact Properties

• Deal Pipeline/Stages

• Deal Properties

• Line Item Properties

• Ticket Pipeline/Stages

• Ticket Properties

• Custom Objects and Properties

• Association Labels

• Engagement Properties

[Jason17]

Thanks John.  Can you confirm if this will make a duplicate (copy-paste) in the new environment, or completely migrate (cut-paste) it from one enviroment to another?  Thank you, Jason

[johnelmer · Accepted solution]

@Jason17  You may find it helpful to review the documentation here.  The HubSpot to HubSpot Portal Migrator app does not delete anything in the source portal. 

[karstenkoehler · Accepted solution]

Hi @inscopixdev,

There is an app called Portal Replicator in the App Marketplace which promises to let you replicate properties, forms and workflows in another portal.

Also, templates that are stored under Files and Templates can be moved following these steps: https://knowledge.hubspot.com/cos-general/how-do-i-copy-a-blog-email-page-template-from-one-portal-t...

Hope this helps!