Importing from Accelo CRM

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New Contributor

I'm looking to switch from Accelo CRM to Hubspot CRM. Does anyone know if I can export then import my Contacts, Companies and Email history from Accelo into Hubspot (I don't need opportunities imported)?

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Regular Advisor

Hi @Salple 

 

You can import files into HubSpot with all your Contacts, Companies and Deals (opportunites).

 

You can not import email history into HubSpot from a file (possible using the API but would require custom code).

 

You can export your data from Accelo but it looks like they make it tricky by exporting SQL (fine for a geek like me but now helpful for normal people).

 

So, there are a couple of options:

a) export to SQL and get it converted to something HubSpot can import (CSV, Excel)

b) try the HubSpot Accelo sync to migrate as much of your data as you can

c) see if you can find a migration service (the ones I know don't do Accelo)

d) get a custom migration system built.

e) put the Migration in the too hard basket

 

Whichever option you choose it's probably going to take a bit of effort. 

 

How much data do you have in Accelo?

Mike

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New Contributor

I've found where I can export from Accelo as CSV. (FYI, export each table, eg: companies, contacts from those subpages in Accelo). I'll give it a go

Regular Advisor

Hi @Salple 

 

If you choose to export as CSV (rather than use an import service - which is much easier) then there's a couple of tricks I recommend:

 

When you export your data include the unique id associated with your record in Accelo and import the value into HubSpot.

 

For example your Contact in Accelo will have some sort of Accelo Contact ID. In HubSpot create a Custom Property for the Accelo Contact ID. This means if you have any issues, or need to refer back to Accelo, you can look for the ID. I recommend you do this for all Contacts and Companies.

 

Also, make sure *every* contact has an email address and *every* company has a Domain. These properties are used for de-duping and linking Contacts to Companies (if you have that feature turned on). They'll import import without an email address or domain but it will be messy if you have to re-import (which happens often during a migration, although the Accelo Contact ID can make life less stressful).

 

Have fun

Mike

 

 

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Regular Contributor

While HubSpot native tool is not allowing emails import into the timeline you can do it with Import2 Wizard. You would need to have data in a CSV file though. Here is a quick video walkthrough: https://youtu.be/Xw1gD7ek2zs

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Regular Contributor

The Accelo HubSpot sync does a pretty good job. You can also export easily from Accelo & import in the Contacts & Companies - you'll need to create matching custom fields in HubSpot first

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