Importing Accounts directly from Salesforce

[lisahensley406]

I noticed there's an option in the Import to directly import objects from an app. We have the Salesforce integration, and I would love to just push our current customers over to Hubspot. Has anyone had any experience with doing this? I don't want to create a bunch of duplicate companies, just push through those that aren't already there.

 

[PamCotton]

Hey @lisahensley406, Happy Friday!

Before starting, make sure your Salesforce integration settings are configured to prevent duplicate records. It’s also a good idea to run a test with a small subset of accounts to confirm the process works as expected.

To our top experts, @franksteiner79 and @Lucila-Andimol do you have any recommendations for @lisahensley406 matter?

Thank you,

Pam