405 lines
10 KiB
Plaintext
405 lines
10 KiB
Plaintext
|
# SOME DESCRIPTIVE TITLE.
|
||
|
# Copyright (C) 2024, Jeff Moe
|
||
|
# This file is distributed under the same license as the Libre Developers
|
||
|
# Documentation package.
|
||
|
# FIRST AUTHOR <EMAIL@ADDRESS>, 2024.
|
||
|
#
|
||
|
#, fuzzy
|
||
|
msgid ""
|
||
|
msgstr ""
|
||
|
"Project-Id-Version: Libre Developers Documentation 0\n"
|
||
|
"Report-Msgid-Bugs-To: \n"
|
||
|
"POT-Creation-Date: 2024-09-19 10:37-0600\n"
|
||
|
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
|
||
|
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
|
||
|
"Language: en\n"
|
||
|
"Language-Team: en <LL@li.org>\n"
|
||
|
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
|
||
|
"MIME-Version: 1.0\n"
|
||
|
"Content-Type: text/plain; charset=utf-8\n"
|
||
|
"Content-Transfer-Encoding: 8bit\n"
|
||
|
"Generated-By: Babel 2.16.0\n"
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:3
|
||
|
msgid "Hubspot Migration"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:4
|
||
|
msgid "HOWTO migrate data from Hubspot."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:8
|
||
|
msgid "Hubspot Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:9
|
||
|
msgid "Documentation on migrating from Hubspot to CiviCRM."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:11
|
||
|
msgid "Data to migrate:"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:13
|
||
|
msgid "Contacts."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:16
|
||
|
msgid "Contacts Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:17
|
||
|
msgid ""
|
||
|
"Hubspot can export contacts in these formats, all of which should export "
|
||
|
"identical data."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:20
|
||
|
msgid "CSV."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:21
|
||
|
msgid "XLS."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:22
|
||
|
msgid "XLSX."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:24
|
||
|
msgid ""
|
||
|
"Go to CRM --> Contacts and click the \"Export\" button on the right side."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:26
|
||
|
msgid "For \"Customize\" export, it has options:"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:28
|
||
|
msgid "Include all email addresses."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:29
|
||
|
msgid "Properties options."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:30
|
||
|
msgid "Associations."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:32
|
||
|
#: ../../../_source/hubspot-migration.rst:50
|
||
|
msgid "Use these options for the most complete export:"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:34
|
||
|
msgid "Include all email addresses: Checked."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:35
|
||
|
#: ../../../_source/hubspot-migration.rst:140
|
||
|
msgid "All properties and all associations on records: Selected."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:36
|
||
|
#: ../../../_source/hubspot-migration.rst:141
|
||
|
msgid "Include all associated record in each association column: Selected."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:38
|
||
|
msgid ""
|
||
|
"Click \"Export\" and it will present a link to an \"Import and Export\" "
|
||
|
"page, where it will show the progress of the export. It will take "
|
||
|
"approximately 1 minute per 1,000 records to export. The unzipped export will "
|
||
|
"be approximately 2.5 megs per 1,000 records. The export will have over 500 "
|
||
|
"columns."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:45
|
||
|
msgid "Companies Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:46
|
||
|
msgid "Companies can be exported."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:48
|
||
|
msgid ""
|
||
|
"Go to CRM --> Companies and click the \"Export\" button on the right side."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:52
|
||
|
#: ../../../_source/hubspot-migration.rst:61
|
||
|
msgid "File format: CSV"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:53
|
||
|
#: ../../../_source/hubspot-migration.rst:62
|
||
|
msgid "Include all company domains: Checked."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:54
|
||
|
#: ../../../_source/hubspot-migration.rst:63
|
||
|
#: ../../../_source/hubspot-migration.rst:91
|
||
|
msgid "All properties and associations on records: Selected."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:55
|
||
|
#: ../../../_source/hubspot-migration.rst:64
|
||
|
#: ../../../_source/hubspot-migration.rst:92
|
||
|
msgid "Include all association records in each association column."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:58
|
||
|
msgid "Deals Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:59
|
||
|
msgid "Go to CRM --> Deals and click the \"Export\" button on the right side."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:67
|
||
|
msgid "Tickets Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:68
|
||
|
msgid ""
|
||
|
"Go to CRM --> Tickets and click the \"Export\" button on the right side."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:71
|
||
|
msgid "Lists Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:72
|
||
|
msgid "Various mailing lists."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:74
|
||
|
msgid ""
|
||
|
"Go to CRM --> Lists and click the \"Actions\" button on the right side, then "
|
||
|
"select \"Export\"."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:77
|
||
|
msgid "Name: All lists."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:78
|
||
|
#: ../../../_source/hubspot-migration.rst:120
|
||
|
#: ../../../_source/hubspot-migration.rst:149
|
||
|
msgid "Format: CSV."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:79
|
||
|
msgid "Choose what you'd like to export: All available list dashboard data."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:82
|
||
|
msgid "Inbox Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:83
|
||
|
#: ../../../_source/hubspot-migration.rst:98
|
||
|
msgid "HOWTO export?"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:86
|
||
|
msgid "Calls Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:87
|
||
|
msgid "Go to CRM --> Calls and click the \"Export\" button on the right side."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:89
|
||
|
#: ../../../_source/hubspot-migration.rst:128
|
||
|
#: ../../../_source/hubspot-migration.rst:138
|
||
|
msgid "File format: CSV."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:90
|
||
|
#: ../../../_source/hubspot-migration.rst:139
|
||
|
msgid "Language of column headers: English."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:95
|
||
|
msgid "Tasks Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:96
|
||
|
msgid "Uncheck \"Assignee\" to view all tasks."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:101
|
||
|
msgid "Marketing Email"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:102
|
||
|
msgid ""
|
||
|
"Go to Marketing --> Email and click the \"Export emails\" button on the "
|
||
|
"right side."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:104
|
||
|
msgid "Export: Dashboard Emails."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:105
|
||
|
msgid "File Format: CSV."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:106
|
||
|
#: ../../../_source/hubspot-migration.rst:121
|
||
|
#: ../../../_source/hubspot-migration.rst:129
|
||
|
#: ../../../_source/hubspot-migration.rst:150
|
||
|
msgid "Send to: Email address of logged in Hubspot user."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:107
|
||
|
msgid "Columns: All available columns."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:108
|
||
|
msgid "Date: All time."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:109
|
||
|
msgid "Advanced options, Include advanced delivery data: checked."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:111
|
||
|
#: ../../../_source/hubspot-migration.rst:131
|
||
|
msgid ""
|
||
|
"Note, this export will not appear in the \"Import and Export\" page, unlike "
|
||
|
"most other exports."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:115
|
||
|
msgid "Marketing Forms"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:116
|
||
|
msgid ""
|
||
|
"Go to Marketing --> Forms and click the \"Actions\" button on the right "
|
||
|
"side, then select \"Export forms\"."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:119
|
||
|
msgid "Name: All forms."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:122
|
||
|
msgid "Choose what you'd like to export: All available form dashboard data."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:125
|
||
|
msgid "Marketing CTAs (legacy)"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:126
|
||
|
msgid "Go to Marketing --> CTAs (legacy) and click \"Export Data\"."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:135
|
||
|
msgid "Commerce Products"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:136
|
||
|
msgid "Go to Commerce --> Products and click on the \"Export\" button."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:144
|
||
|
msgid "Automations Workflows"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:145
|
||
|
msgid ""
|
||
|
"Go to Automations --> Workflows, click the \"Actions\" button, then \"Export "
|
||
|
"workflows\"."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:148
|
||
|
msgid "Name: All workflows."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:151
|
||
|
msgid ""
|
||
|
"Choose what you'd like to export: All available workflow dashboard data."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:154
|
||
|
msgid "Hubspot API"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:155
|
||
|
msgid ""
|
||
|
"Some data in Hubspot cannot be exported, it needs to be retrieved via the "
|
||
|
"API."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:157
|
||
|
msgid "API reference:"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:159
|
||
|
msgid "`<https://developers.hubspot.com/beta-docs/reference/api>`_"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:161
|
||
|
msgid "API guide:"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:163
|
||
|
msgid "`<https://developers.hubspot.com/beta-docs/guides/api>`_"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:165
|
||
|
msgid "Per Hubspot docs:"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:167
|
||
|
msgid ""
|
||
|
"\"Activities on records, such as notes or emails, cannot be exported. To "
|
||
|
"retrieve activities, you can export certain activity reports or use the "
|
||
|
"engagements API.\""
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:171
|
||
|
msgid ""
|
||
|
"`<https://developers.hubspot.com/beta-docs/guides/api/crm/engagements/"
|
||
|
"engagement-details>`_"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:173
|
||
|
msgid "Python code for API:"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:175
|
||
|
msgid "`<https://github.com/HubSpot/hubspot-api-python>`_"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:177
|
||
|
msgid "`<https://pypi.org/project/hubspot-api-client/>`_"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:179
|
||
|
msgid ""
|
||
|
"The best way to use the Hubspot API appears to be to set up a read-only "
|
||
|
"\"Private App\"."
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:182
|
||
|
msgid "Set up a Python client thusly:"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:197
|
||
|
msgid "Activities Export"
|
||
|
msgstr ""
|
||
|
|
||
|
#: ../../../_source/hubspot-migration.rst:198
|
||
|
msgid ""
|
||
|
"Activities appear to be emails and such sent to contacts. These are not in "
|
||
|
"the contacts export."
|
||
|
msgstr ""
|