Tips, Tricks & Best Practices

Benvenisti
Participant | Elite Partner
Participant | Elite Partner

Export one-to-one emails and notes

SOLVE

Hello,

 

We're now in the process of migrating data from an ole Marketing Pro hub to a new Enterprise one. Is it possible to export note and one-to-one emails from the old CRM in order to import them to the new portal?

 

Thanks 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Export one-to-one emails and notes

SOLVE

Hi @Benvenisti,

 

It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-box. There are workarounds using third-party integrations. I haven't tested this myself but other users have mentioned import2 data migration. Specifically for migrating from one to another HubSpot portal, there is a HubSpot to HubSpot Migrator app on the HubSpot App Marketplace.

 

Another alternative would be custom solutions based on the HubSpot Engagements API.

 

There is also a thread on this topic in the HubSpot Ideas section of the community. I'd recommend upvoting this thread and leaving a comment with your use case.

 

For re-importing activities, HubSpot has recently added new options in the standard import process.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
CUrsu1
Contributor | Elite Partner
Contributor | Elite Partner

Export one-to-one emails and notes

SOLVE

Hi @Benvenisti ,

you can use a tool like Hubspot to Hubspot migrator to do this, it will migrate all records including the activities.  I have used this several times and works very well. 

 

Hope this helps.

 

Corina

 

kvlschaefer
Community Manager
Community Manager

Export one-to-one emails and notes

SOLVE

Thank you for sharing, @CUrsu1!

 

Cheers,

Kristen


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0 Upvotes
Benvenisti
Participant | Elite Partner
Participant | Elite Partner

Export one-to-one emails and notes

SOLVE

Hi Karsten, yes your post answered my query.

 

Thanks 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Export one-to-one emails and notes

SOLVE

Hi @Benvenisti,

 

It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-box. There are workarounds using third-party integrations. I haven't tested this myself but other users have mentioned import2 data migration. Specifically for migrating from one to another HubSpot portal, there is a HubSpot to HubSpot Migrator app on the HubSpot App Marketplace.

 

Another alternative would be custom solutions based on the HubSpot Engagements API.

 

There is also a thread on this topic in the HubSpot Ideas section of the community. I'd recommend upvoting this thread and leaving a comment with your use case.

 

For re-importing activities, HubSpot has recently added new options in the standard import process.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.