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ashley_milne
Contributeur de premier rang
Member since ‎Jan 6, 2017
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  • Upvotes Received
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ashley_milne on September 22, 2021
Add data migration option to import interface
Currently there is a CSV import and a sync option when you are on the import page. There should be a 3rd option here to migrate data from another software. When customers are onboarding to HubSpot, the CSV import does not cover the full requirement read more
Reply Idea Integrations
3 upvotes
0 Reply
Solved
BrightBull on September 12, 2018
Export deal including all Emails, Notes etc from HubSpot to Import into New HubSpot Portal
We migrated one HubSpot portal to brand new one. It was a long process but finally done. We performed a simple deal migration from the export facility directly from HubSpot, now the client would like to explore the cost/benefit of exporting deal da read more
Reply Discussion
0 upvote
7 Replies
BrightBull
Participant | Platinum Partner
December 04, 2019 13:11
Hmmm Interesting. Almost all of the items from the CRM we were able to export, at least the ones we cared about. Happy to share a little bit mor...read more
Solved
HHH on May 02, 2017
Deals - How can I bulk update Deal properties?
I am trying to import properties/values to update fields in Deal records, such as 'Amount' and 'Hubspot Owner'. I created a csv with four records where the 'Deal Name' was identical with the record I wanted updated in Hubspot. Unfortunately, th read more
Reply Discussion deal properties Deals import update records
11 upvotes
7 Replies
Dylan
HubSpot Product Team
August 16, 2018 09:38
Hi everyone, thank you so much for your comments and feedback here. I'm excited to let you all know that this feature is now widely supported in Hub...read more
cdykstra on July 13, 2018
Export Notes from Contacts?
We're trying to determine how we could export the notes we've saved on all of our Contacts. Has anyone ever pulled this off and care to share the process they went through in doing-so?
Reply Discussion Contacts
0 upvote
2 Replies
ashley_milne
Contributeur de premier rang
July 27, 2018 10:48
If you're looking for a simpler way where you do not need to work with the API, you can check out Import2 Wizard . You can export any object from Hu...read more
Solved
AmyEbit on December 13, 2017
Data import: associating Contacts with Companies
I know that the system automatically identifies which company people work for based on their email address, but I have a large number of Contacts without email addresses. I'm wondering about the best way to match these Contacts with their Co read more
Reply Discussion
2 upvotes
26 Replies
DSS-Gary
Participant
April 03, 2020 14:27
Import2 no longer has a free trial (well, it's only 10 records). But I did get it to work after paying my $10. You have to import the companies first...read more
Solved
Jaime on March 29, 2017
How to migrate data from Zoho to Hubspot
Hi Has anyone migrated data from Zoho CRM to Hubspot? I am facing issues with the phone number format when exporting from Zoho CRM. There is only one option to export the data into a .csv file and the phone number results in the cells having dif read more
Reply Discussion
0 upvote
15 Replies
JacobM
Member
November 08, 2018 01:51
As an alternative to all solutions that were mentioned above, take a look at the official HubSpot partner - Skyvia . It`s a code-free solution for ...read more
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