Marketing Integrations

AndreaMolinaro
Participant

Migrating Products & Opportunities from Salesforce

We are migrating our entire Salesforce account over to HubSpot.  The native integration has been setup and turned on, but I'm realizing many things are not syncing, including products.  If I manually import products over into HubSpot are they going to match with all historical deals? Currently, my 18,000+ deal records have no products! How can I migrate that historical information?

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4 Replies 4
LaurenKennedy
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Migrating Products & Opportunities from Salesforce

Hey Andrea, @Trujay might have a solution to this one for you.

 

If you're going to do it manually, it will be a combination of VLOOKUPs manually to match the HubSpot product record IDs to the Salesforce IDs to manually attach those products to the HubSpot Deals. That's not an easy manual migration, so I'd see what their team can do.

 

Unfortunately, products and quotes don't sync between HubSpot & Salesforce yet. 

AndreaMolinaro
Participant

Migrating Products & Opportunities from Salesforce

Thanks @LaurenKennedy It sounds like I will need a partner to help with the data migration.

LaurenKennedy
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Migrating Products & Opportunities from Salesforce

kvlschaefer
Community Manager
Community Manager

Migrating Products & Opportunities from Salesforce

Hi @AndreaMolinaro,

 

Thanks for reaching out to the Community!

 

Let's invite our subject matter experts to this conversation.

Hi @LaurenKennedy@TrujayJay@franksteiner79 - Do you have any advice for @AndreaMolinaro?

Thank you!

 

Best,

Kristen


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