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ashley_milne
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Member since ‎Jan 6, 2017
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ashley_milne on September 22, 2021
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
3 upvotes
0 Reply
Solved
BrightBull on September 12, 2018
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
0 upvote
8 Replies
Top Contributor
September 12, 2018
@BrightBull We can definitely help with this. As @Phil_Vallender mentioned, API is the only way to get the email (and any other timeline acti...read more
Solved
HHH on May 02, 2017
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
Top Contributor
July 27, 2018
@HHH Yes, you can bulk-update deals, but you have to use a 3rd party tool at this time (as other users have noted, HubSpot does not have this f...read more
Solved
cdykstra on July 13, 2018
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?
1 upvote
4 Replies
Top Contributor
July 27, 2018
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
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
2 upvotes
26 Replies
Top Contributor
July 17, 2018
@Swaabi Since your request is about updating existing, rather than importing new, I'll post an update here for you. You can bulk-update/ed...read more
Solved
Jaime on March 29, 2017
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
0 upvote
16 Replies
Top Contributor
June 07, 2018
@TrucksByGlen Looks like you might have been on our data migration full-service site. The $99 pricing is correct for the CSV import - here's th...read more
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