diff --git a/docs/_source/civicrm-libre-is.rst b/docs/_source/civicrm-libre-is.rst index 3938f22..772af5e 100644 --- a/docs/_source/civicrm-libre-is.rst +++ b/docs/_source/civicrm-libre-is.rst @@ -225,180 +225,6 @@ want to keep the compressed version: xz -d -k db-wordpress-202409190643.sql.xz -Hubspot Export -============== -Documentation on migrating from Hubspot to CiviCRM. - -Data to migrate: - -* Contacts. - -Contacts Export ---------------- -Hubspot can export contacts in these formats, all of which should -export identical data. - -* CSV. -* XLS. -* XLSX. - -Go to CRM --> Contacts and click the "Export" button on the right side. - -For "Customize" export, it has options: - -* Include all email addresses. -* Properties options. -* Associations. - -Use these options for the most complete export: - -* Include all email addresses: Checked. -* All properties and all associations on records: Selected. -* Include all associated record in each association column: Selected. - -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. - -Companies Export ----------------- -Companies can be exported. - -Go to CRM --> Companies and click the "Export" button on the right side. - -Use these options for the most complete export: - -* File format: CSV -* Include all company domains: Checked. -* All properties and associations on records: Selected. -* Include all association records in each association column. - -Deals Export ------------- -Go to CRM --> Deals and click the "Export" button on the right side. - -* File format: CSV -* Include all company domains: Checked. -* All properties and associations on records: Selected. -* Include all association records in each association column. - -Tickets Export --------------- -Go to CRM --> Tickets and click the "Export" button on the right side. - -Lists Export ------------- -Various mailing lists. - -Go to CRM --> Lists and click the "Actions" button on the right side, then -select "Export". - -* Name: All lists. -* Format: CSV. -* Choose what you'd like to export: All available list dashboard data. - -Inbox Export ------------- -HOWTO export? - -Calls Export ------------- -Go to CRM --> Calls and click the "Export" button on the right side. - -* File format: CSV. -* Language of column headers: English. -* All properties and associations on records: Selected. -* Include all association records in each association column. - -Tasks Export ------------- -Uncheck "Assignee" to view all tasks. - -HOWTO export? - -Marketing Email ---------------- -Go to Marketing --> Email and click the "Export emails" button on the right side. - -* Export: Dashboard Emails. -* File Format: CSV. -* Send to: Email address of logged in Hubspot user. -* Columns: All available columns. -* Date: All time. -* Advanced options, Include advanced delivery data: checked. - -Note, this export will not appear in the "Import and Export" page, unlike -most other exports. - -Marketing Forms ---------------- -Go to Marketing --> Forms and click the "Actions" button on the right side, then -select "Export forms". - -* Name: All forms. -* Format: CSV. -* Send to: Email address of logged in Hubspot user. -* Choose what you'd like to export: All available form dashboard data. - -Marketing CTAs (legacy) ------------------------ -Go to Marketing --> CTAs (legacy) and click "Export Data". - -* File format: CSV. -* Send to: Email address of logged in Hubspot user. - -Note, this export will not appear in the "Import and Export" page, unlike -most other exports. - -Commerce Products ------------------ -Go to Commerce --> Products and click on the "Export" button. - -* File format: CSV. -* Language of column headers: English. -* All properties and all associations on records: Selected. -* Include all associated record in each association column: Selected. - -Automations Workflows ---------------------- -Go to Automations --> Workflows, click the "Actions" button, then -"Export workflows". - -* Name: All workflows. -* Format: CSV. -* Send to: Email address of logged in Hubspot user. -* Choose what you'd like to export: All available workflow dashboard data. - -Hubspot API -=========== -Some data in Hubspot cannot be exported, it needs to be retrieved via the API. - -API reference: - - ``_ - -API guide: - - ``_ - -Per Hubspot docs: - -"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." - - ``_ - - -Activities Export ------------------ -Activities appear to be emails and such sent to contacts. -These are not in the contacts export. - - - CiviCRM Import ============== Importing records, such as from Hubspot. diff --git a/docs/_source/hubspot-migration.rst b/docs/_source/hubspot-migration.rst new file mode 100644 index 0000000..af0de37 --- /dev/null +++ b/docs/_source/hubspot-migration.rst @@ -0,0 +1,200 @@ +================= +Hubspot Migration +================= +HOWTO migrate data from Hubspot. + + +Hubspot Export +============== +Documentation on migrating from Hubspot to CiviCRM. + +Data to migrate: + +* Contacts. + +Contacts Export +--------------- +Hubspot can export contacts in these formats, all of which should +export identical data. + +* CSV. +* XLS. +* XLSX. + +Go to CRM --> Contacts and click the "Export" button on the right side. + +For "Customize" export, it has options: + +* Include all email addresses. +* Properties options. +* Associations. + +Use these options for the most complete export: + +* Include all email addresses: Checked. +* All properties and all associations on records: Selected. +* Include all associated record in each association column: Selected. + +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. + +Companies Export +---------------- +Companies can be exported. + +Go to CRM --> Companies and click the "Export" button on the right side. + +Use these options for the most complete export: + +* File format: CSV +* Include all company domains: Checked. +* All properties and associations on records: Selected. +* Include all association records in each association column. + +Deals Export +------------ +Go to CRM --> Deals and click the "Export" button on the right side. + +* File format: CSV +* Include all company domains: Checked. +* All properties and associations on records: Selected. +* Include all association records in each association column. + +Tickets Export +-------------- +Go to CRM --> Tickets and click the "Export" button on the right side. + +Lists Export +------------ +Various mailing lists. + +Go to CRM --> Lists and click the "Actions" button on the right side, then +select "Export". + +* Name: All lists. +* Format: CSV. +* Choose what you'd like to export: All available list dashboard data. + +Inbox Export +------------ +HOWTO export? + +Calls Export +------------ +Go to CRM --> Calls and click the "Export" button on the right side. + +* File format: CSV. +* Language of column headers: English. +* All properties and associations on records: Selected. +* Include all association records in each association column. + +Tasks Export +------------ +Uncheck "Assignee" to view all tasks. + +HOWTO export? + +Marketing Email +--------------- +Go to Marketing --> Email and click the "Export emails" button on the right side. + +* Export: Dashboard Emails. +* File Format: CSV. +* Send to: Email address of logged in Hubspot user. +* Columns: All available columns. +* Date: All time. +* Advanced options, Include advanced delivery data: checked. + +Note, this export will not appear in the "Import and Export" page, unlike +most other exports. + +Marketing Forms +--------------- +Go to Marketing --> Forms and click the "Actions" button on the right side, then +select "Export forms". + +* Name: All forms. +* Format: CSV. +* Send to: Email address of logged in Hubspot user. +* Choose what you'd like to export: All available form dashboard data. + +Marketing CTAs (legacy) +----------------------- +Go to Marketing --> CTAs (legacy) and click "Export Data". + +* File format: CSV. +* Send to: Email address of logged in Hubspot user. + +Note, this export will not appear in the "Import and Export" page, unlike +most other exports. + +Commerce Products +----------------- +Go to Commerce --> Products and click on the "Export" button. + +* File format: CSV. +* Language of column headers: English. +* All properties and all associations on records: Selected. +* Include all associated record in each association column: Selected. + +Automations Workflows +--------------------- +Go to Automations --> Workflows, click the "Actions" button, then +"Export workflows". + +* Name: All workflows. +* Format: CSV. +* Send to: Email address of logged in Hubspot user. +* Choose what you'd like to export: All available workflow dashboard data. + +Hubspot API +=========== +Some data in Hubspot cannot be exported, it needs to be retrieved via the API. + +API reference: + + ``_ + +API guide: + + ``_ + +Per Hubspot docs: + +"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." + + ``_ + +Python code for API: + + ``_ + + ``_ + +The best way to use the Hubspot API appears to be to +set up a read-only "Private App". + +Set up a Python client thusly: + +.. code-block:: sh + + sudo apt install python3-venv python3-pip + mkdir hubspot-client + cd hubspot-client/ + python -m venv venv + source venv/bin/activate + pip install -U setuptools pip wheel + pip install hubspot-api-client + + + +Activities Export +----------------- +Activities appear to be emails and such sent to contacts. +These are not in the contacts export. + diff --git a/docs/_source/index.rst b/docs/_source/index.rst index 832d7af..ced4c99 100644 --- a/docs/_source/index.rst +++ b/docs/_source/index.rst @@ -22,6 +22,7 @@ Libre developers documentation. meet-libre-is tile-libre-is translate-libre-is + hubspot-migration license :maxdepth: 2 :caption: Contents: diff --git a/docs/_source/locale/en/LC_MESSAGES/civicrm-libre-is.po b/docs/_source/locale/en/LC_MESSAGES/civicrm-libre-is.po index d390440..c44ec9b 100644 --- a/docs/_source/locale/en/LC_MESSAGES/civicrm-libre-is.po +++ b/docs/_source/locale/en/LC_MESSAGES/civicrm-libre-is.po @@ -9,7 +9,7 @@ msgid "" msgstr "" "Project-Id-Version: Libre Developers Documentation 0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-09-19 08:58-0600\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 \n" "Language: en\n" @@ -190,391 +190,38 @@ msgid "" msgstr "" #: ../../../_source/civicrm-libre-is.rst:229 -msgid "Hubspot Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:230 -msgid "Documentation on migrating from Hubspot to CiviCRM." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:232 -msgid "Data to migrate:" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:234 -msgid "Contacts." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:237 -msgid "Contacts Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:238 -msgid "" -"Hubspot can export contacts in these formats, all of which should export " -"identical data." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:241 -msgid "CSV." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:242 -msgid "XLS." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:243 -msgid "XLSX." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:245 -msgid "" -"Go to CRM --> Contacts and click the \"Export\" button on the right side." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:247 -msgid "For \"Customize\" export, it has options:" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:249 -msgid "Include all email addresses." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:250 -msgid "Properties options." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:251 -msgid "Associations." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:253 -#: ../../../_source/civicrm-libre-is.rst:271 -msgid "Use these options for the most complete export:" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:255 -msgid "Include all email addresses: Checked." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:256 -#: ../../../_source/civicrm-libre-is.rst:361 -msgid "All properties and all associations on records: Selected." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:257 -#: ../../../_source/civicrm-libre-is.rst:362 -msgid "Include all associated record in each association column: Selected." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:259 -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/civicrm-libre-is.rst:266 -msgid "Companies Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:267 -msgid "Companies can be exported." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:269 -msgid "" -"Go to CRM --> Companies and click the \"Export\" button on the right side." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:273 -#: ../../../_source/civicrm-libre-is.rst:282 -msgid "File format: CSV" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:274 -#: ../../../_source/civicrm-libre-is.rst:283 -msgid "Include all company domains: Checked." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:275 -#: ../../../_source/civicrm-libre-is.rst:284 -#: ../../../_source/civicrm-libre-is.rst:312 -msgid "All properties and associations on records: Selected." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:276 -#: ../../../_source/civicrm-libre-is.rst:285 -#: ../../../_source/civicrm-libre-is.rst:313 -msgid "Include all association records in each association column." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:279 -msgid "Deals Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:280 -msgid "Go to CRM --> Deals and click the \"Export\" button on the right side." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:288 -msgid "Tickets Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:289 -msgid "" -"Go to CRM --> Tickets and click the \"Export\" button on the right side." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:292 -msgid "Lists Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:293 -msgid "Various mailing lists." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:295 -msgid "" -"Go to CRM --> Lists and click the \"Actions\" button on the right side, then " -"select \"Export\"." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:298 -msgid "Name: All lists." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:299 -#: ../../../_source/civicrm-libre-is.rst:341 -#: ../../../_source/civicrm-libre-is.rst:370 -msgid "Format: CSV." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:300 -msgid "Choose what you'd like to export: All available list dashboard data." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:303 -msgid "Inbox Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:304 -#: ../../../_source/civicrm-libre-is.rst:319 -msgid "HOWTO export?" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:307 -msgid "Calls Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:308 -msgid "Go to CRM --> Calls and click the \"Export\" button on the right side." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:310 -#: ../../../_source/civicrm-libre-is.rst:349 -#: ../../../_source/civicrm-libre-is.rst:359 -msgid "File format: CSV." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:311 -#: ../../../_source/civicrm-libre-is.rst:360 -msgid "Language of column headers: English." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:316 -msgid "Tasks Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:317 -msgid "Uncheck \"Assignee\" to view all tasks." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:322 -msgid "Marketing Email" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:323 -msgid "" -"Go to Marketing --> Email and click the \"Export emails\" button on the " -"right side." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:325 -msgid "Export: Dashboard Emails." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:326 -msgid "File Format: CSV." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:327 -#: ../../../_source/civicrm-libre-is.rst:342 -#: ../../../_source/civicrm-libre-is.rst:350 -#: ../../../_source/civicrm-libre-is.rst:371 -msgid "Send to: Email address of logged in Hubspot user." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:328 -msgid "Columns: All available columns." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:329 -msgid "Date: All time." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:330 -msgid "Advanced options, Include advanced delivery data: checked." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:332 -#: ../../../_source/civicrm-libre-is.rst:352 -msgid "" -"Note, this export will not appear in the \"Import and Export\" page, unlike " -"most other exports." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:336 -msgid "Marketing Forms" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:337 -msgid "" -"Go to Marketing --> Forms and click the \"Actions\" button on the right " -"side, then select \"Export forms\"." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:340 -msgid "Name: All forms." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:343 -msgid "Choose what you'd like to export: All available form dashboard data." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:346 -msgid "Marketing CTAs (legacy)" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:347 -msgid "Go to Marketing --> CTAs (legacy) and click \"Export Data\"." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:356 -msgid "Commerce Products" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:357 -msgid "Go to Commerce --> Products and click on the \"Export\" button." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:365 -msgid "Automations Workflows" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:366 -msgid "" -"Go to Automations --> Workflows, click the \"Actions\" button, then \"Export " -"workflows\"." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:369 -msgid "Name: All workflows." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:372 -msgid "" -"Choose what you'd like to export: All available workflow dashboard data." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:375 -msgid "Hubspot API" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:376 -msgid "" -"Some data in Hubspot cannot be exported, it needs to be retrieved via the " -"API." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:378 -msgid "API reference:" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:380 -msgid "``_" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:382 -msgid "API guide:" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:384 -msgid "``_" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:386 -msgid "Per Hubspot docs:" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:388 -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/civicrm-libre-is.rst:392 -msgid "" -"``_" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:396 -msgid "Activities Export" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:397 -msgid "" -"Activities appear to be emails and such sent to contacts. These are not in " -"the contacts export." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:403 msgid "CiviCRM Import" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:404 +#: ../../../_source/civicrm-libre-is.rst:230 msgid "Importing records, such as from Hubspot." msgstr "" -#: ../../../_source/civicrm-libre-is.rst:407 +#: ../../../_source/civicrm-libre-is.rst:233 msgid "Contacts Import" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:408 +#: ../../../_source/civicrm-libre-is.rst:234 msgid "HOWTO import the Hubspot contact export into CiviCRM." msgstr "" -#: ../../../_source/civicrm-libre-is.rst:410 +#: ../../../_source/civicrm-libre-is.rst:236 msgid "" "``_" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:412 +#: ../../../_source/civicrm-libre-is.rst:238 msgid "" "Before doing an export, definitely make a backup of the database, in case it " "doesn't work. Best to do on a test database first, definitely not in " "production. :)" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:416 +#: ../../../_source/civicrm-libre-is.rst:242 msgid "Perhaps:" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:418 +#: ../../../_source/civicrm-libre-is.rst:244 msgid "increase the memory_limit and max_execution_time values in php.ini." msgstr "" diff --git a/docs/_source/locale/en/LC_MESSAGES/hubspot-migration.po b/docs/_source/locale/en/LC_MESSAGES/hubspot-migration.po new file mode 100644 index 0000000..bd6917b --- /dev/null +++ b/docs/_source/locale/en/LC_MESSAGES/hubspot-migration.po @@ -0,0 +1,404 @@ +# SOME DESCRIPTIVE TITLE. +# Copyright (C) 2024, Jeff Moe +# This file is distributed under the same license as the Libre Developers +# Documentation package. +# FIRST AUTHOR , 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 \n" +"Language: en\n" +"Language-Team: en \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 "``_" +msgstr "" + +#: ../../../_source/hubspot-migration.rst:161 +msgid "API guide:" +msgstr "" + +#: ../../../_source/hubspot-migration.rst:163 +msgid "``_" +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 "" +"``_" +msgstr "" + +#: ../../../_source/hubspot-migration.rst:173 +msgid "Python code for API:" +msgstr "" + +#: ../../../_source/hubspot-migration.rst:175 +msgid "``_" +msgstr "" + +#: ../../../_source/hubspot-migration.rst:177 +msgid "``_" +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 ""