Nov 28, 2022 5:55 AM
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
Solved! Go to Solution.
Nov 28, 2022 6:03 AM
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 |
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Dec 3, 2022 12:16 PM
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
Dec 5, 2022 8:20 AM
Thank you for sharing, @CUrsu1!
Cheers,
Kristen
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Nov 30, 2022 3:08 AM
Hi Karsten, yes your post answered my query.
Thanks
Nov 28, 2022 6:03 AM
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 |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |