Marketing Integrations

SMcArthur
Participante

Tools to Migrate Configuration from HS Sandbox to Prod?

resolver

We have the Salesforce connector installed and have been tweaking a HS sandbox's configuration to suit. Now that we're complete, are there any tools that could help in migrating the HS sandbox's configuration to production?

 

Thanks,
Shaun

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johnelmer
Solução
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Tools to Migrate Configuration from HS Sandbox to Prod?

resolver

@SMcArthur Shaun, you should be able to use the  HubSpot to HubSpot Portal Migrator that is available in the HubSpot App Marketplace.

 

This data migration tool automates to process of migrating data from one HubSpot portal to another.  The app uses HubSpot APIs to automatically migrate CRM data and custom properties from one HubSpot portal to another HubSpot portal.

This automated app is ready to migrate your data with no field mapping required. There is no need to manually create properties. The HubSpot to HubSpot Migrator automatically takes care of everything required for moving your HubSpot data from one portal to another.

 

    • Contacts
    • Companies
    • Contact Lists
    • Company Properties
    • Contact Properties
    • Custom Properties for all Objects
    • Deals
    • Deal Pipelines
    • Engagements (Meetings, Tasks, Notes, Calls, Emails)
    • Owners
    • Line Items/Products
    • Tickets
    • Files/Attachments
    • CRM Associations between all records

The HubSpot to HubSpot Migrator is designed to update the data in the destination portal. This eliminates duplicate contacts and minimizes duplicate data.

Use the Migrator to:
- Move data from an existing HubSpot portal to a new one
- Combines two existing portals into one
- Consolidate multiple portals

- Migrate data into a developer portal for testing purposes

 

Be aware that the Migrator does not migrate custom objects, workflows, or digital assets like templates. 

Did this post help solve your problem? If so, please mark it as a solution.






John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn

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6 Respostas 6
RKatz
Participante

Tools to Migrate Configuration from HS Sandbox to Prod?

resolver

If you just need a lightweight solution to migrate data and object relationships (not really configuration) from a Hubspot Production instance to a Hubspot Sandbox instance, I just open sourced this Python utility to do this for you, given a Production API Key and a Sandbox API Key: https://github.com/CorrDyn/hubspot-prod-to-sandbox.git

Right now, the utility handles the major objects and the relationships between them. Custom Objects are on the roadmap. 

If you use it, please reach out with feedback on Linkedin

0 Avaliação positiva
RKatz
Participante

Tools to Migrate Configuration from HS Sandbox to Prod?

resolver

If you just need a lightweight solution to migrate data and object relationships (not really configuration) from a Hubspot Production instance to a Hubspot Sandbox instance, I just open sourced this Python utility to do this for you, given a Production API Key and a Sandbox API Key: https://github.com/CorrDyn/hubspot-prod-to-sandbox.git

Right now, the utility handles the major objects and the relationships between them. Custom Objects are on the roadmap. 

If you use it, please reach out with feedback at ross.katz@corrdyn.com or on Linkedin

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johnelmer
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Tools to Migrate Configuration from HS Sandbox to Prod?

resolver

@JeffBantz Both custom objects and workflows are on the roadmap for the HubSpot to HubSpot Migrator.  At present, we just manually migrate those for you as an upgrade when using the Migrator app. Please feel free to DM me if this is of interest.

Did this post help solve your problem? If so, please mark it as a solution.






John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn
johnelmer
Solução
Top colaborador(a) | Parceiro Elite
Top colaborador(a) | Parceiro Elite

Tools to Migrate Configuration from HS Sandbox to Prod?

resolver

@SMcArthur Shaun, you should be able to use the  HubSpot to HubSpot Portal Migrator that is available in the HubSpot App Marketplace.

 

This data migration tool automates to process of migrating data from one HubSpot portal to another.  The app uses HubSpot APIs to automatically migrate CRM data and custom properties from one HubSpot portal to another HubSpot portal.

This automated app is ready to migrate your data with no field mapping required. There is no need to manually create properties. The HubSpot to HubSpot Migrator automatically takes care of everything required for moving your HubSpot data from one portal to another.

 

    • Contacts
    • Companies
    • Contact Lists
    • Company Properties
    • Contact Properties
    • Custom Properties for all Objects
    • Deals
    • Deal Pipelines
    • Engagements (Meetings, Tasks, Notes, Calls, Emails)
    • Owners
    • Line Items/Products
    • Tickets
    • Files/Attachments
    • CRM Associations between all records

The HubSpot to HubSpot Migrator is designed to update the data in the destination portal. This eliminates duplicate contacts and minimizes duplicate data.

Use the Migrator to:
- Move data from an existing HubSpot portal to a new one
- Combines two existing portals into one
- Consolidate multiple portals

- Migrate data into a developer portal for testing purposes

 

Be aware that the Migrator does not migrate custom objects, workflows, or digital assets like templates. 

Did this post help solve your problem? If so, please mark it as a solution.






John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn
JIrani
HubSpot Employee
HubSpot Employee

Tools to Migrate Configuration from HS Sandbox to Prod?

resolver

Hi @johnelmer , is there a way to convert a test portal in hubspot to a production portal so we can start using it right away? we have the test portal tracking code on our website which has been collecting cookie information and now that we will be buying Marketing enetrprise - we do not want to lose all the cookie data when the customer converts on our site. 
We were never paid users of HubSPot but were just using this test portal to collect cookie data from our website

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JeffBantz
Colaborador(a)

Tools to Migrate Configuration from HS Sandbox to Prod?

resolver

In our environment, the primary components we want to work on in a Sandbox are custom objects and workflows! Does the Migrator have plans to add in that ability? Also, is there any plan on the HS side to enhance the Sandbox to allow for Beta testing there and more easily migrate over the new functionality?

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