HubSpot Portal to HubSpot Portal Data Migration

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johnelmer
Top Contributor | Diamond Partner

This post addresses 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 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.

 

This application migrates the following HubSpot data from one HubSpot portal into 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

 

The Bayard Bradford team looks forward to your questions!





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John Elmer, Bayard Bradford


John Elmer, CEO
Bayard Bradford

Advanced CRM | HubSpot Integrations | CRM-Driven Marketing for Revenue Growth
HubSpot Diamond Solutions Partner
1 Accepted solution

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sharonlicari
Solution
Community Manager

Thank you for sharing this @johnelmer 🙂


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3 Replies 3
sharonlicari
Solution
Community Manager

Thank you for sharing this @johnelmer 🙂


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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amandafann
Contributor

Thanks for sharing @johnelmer, this looks like a great solution for anyone trying to merge portals.  Does the Hubspot to Hubspot Migrator offer a way to filter/specificy which data is migrated, or exclude certain data, if you don't want everything going over to the new portal?  Does it also offer a way to test the migrator on a small sample of data first, to be sure everything is migrating as expected before turning on for the entire portal? 

 

Also wondering if you or anyone in the Community have any suggestions for bringing reports, dashboard, and workflows over from one portal to another? Is the only option to manually rebuild in the new portal? 

 

TY in advance! 

0 Upvotes
johnelmer
Top Contributor | Diamond Partner

@amandafann Unfortunately, the HubSpot to HubSpot Migrator does not allow filtering or customization. This app is a fully-automated, low-cost self-service migration solution.  You can use one of the custom migration providers if you want to selectively migrate data, but the cost is likely to be much higher.

 

Regarding a test migration, we suggest setting up a free developer portal and running the migrator.  However, this can't be done for just for a small sample of data.  Again, to keep the cost lost, the app is built to run complete migrations automatically.   If you will DM me, we can discuss pricing for first running a migration on a dev portal, then repeating the migration to your production portal after you validate the results of the first migration.

 

You should look into the HubSpot Portal Replicator for a way to selectively migrate pipelines, forms, lists, workflows. These assets are not migrated by our portal migrator app.





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


John Elmer, Bayard Bradford


John Elmer, CEO
Bayard Bradford

Advanced CRM | HubSpot Integrations | CRM-Driven Marketing for Revenue Growth
HubSpot Diamond Solutions Partner