Migrating Products & Opportunities from Salesforce

[AndreaMolinaro]

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?

[LaurenRyan · Accepted solution]

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. 

[TrujayJay · Accepted solution]

Thanks for the shoutout @LaurenRyan ! 

@AndreaMolinaro We can help. We have a migration platform, and the use case we run into most frequently is for SFDC customers who need to bring over info to HubSpot that they couldn't get through the native sync. We'd love to help:

jay@trujay.com
trujay.com/contact

[LaurenRyan · Accepted solution]

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]

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

[LaurenRyan]

Feel free to reach out if we can help! 

[kvlschaefer]

Hi @AndreaMolinaro,

Thanks for reaching out to the Community!

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

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

Thank you!

Best,

Kristen