Aug 20, 2020 7:18 PM
I used Streak CRM which has boxes=deals and uses google contacts. So mostly if I have a deal it has all the deal info but no contact associated, because it's just the emails.
How do I import my old data into hubspot? I can DL csv files for contacts (generally empty for most deals), or for deals.
But I can't import deals, only contacts.
Aug 21, 2020 7:15 AM
I migrated all our data from Sreak CRM to HS in Jan 2019.
I initially exported the streak pipelines (and it's boxes).
We had different fields accross different pipelines/stages in Streak, so I had to consolidate it all. Pipelines/stages in streak did not directly translate to deal stages but often were part of the customer lifecycle field. Here is a link around lifecycle stages - https://knowledge.hubspot.com/contacts/use-lifecycle-stages#what-are-the-different-lifecycle-stages
In streak we had different pipelines for applicants and members.
Whilst in HubSpot we do have a deal pipeline that has stages which follow the sales process the contact also has a field (contact type) where we record if they are a applicant or a member (which is linked to the deal stages).
Hubspot has a number of useful knowledge articles around setting up your initial structure. Check out the project section under marketing.
I've spent a lot of time in excel and optimising the data for a csv file import into HS.
Aug 21, 2020 6:03 AM
Thanks for reaching out.
I want to tag in some subject matter experts to see if they can assist with this.
Hi @StefaniUAT @bradmin @rikkilear, do you have any suggestions?
| Wusstest du, dass es auch eine DACH-Community gibt? |
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !
Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !