Split Hubspot migration to it's own doc
This commit is contained in:
parent
0fc2a894c5
commit
303dc5214f
|
|
@ -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:
|
||||
|
||||
`<https://developers.hubspot.com/beta-docs/reference/api>`_
|
||||
|
||||
API guide:
|
||||
|
||||
`<https://developers.hubspot.com/beta-docs/guides/api>`_
|
||||
|
||||
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."
|
||||
|
||||
`<https://developers.hubspot.com/beta-docs/guides/api/crm/engagements/engagement-details>`_
|
||||
|
||||
|
||||
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.
|
||||
|
|
|
|||
200
docs/_source/hubspot-migration.rst
Normal file
200
docs/_source/hubspot-migration.rst
Normal file
|
|
@ -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:
|
||||
|
||||
`<https://developers.hubspot.com/beta-docs/reference/api>`_
|
||||
|
||||
API guide:
|
||||
|
||||
`<https://developers.hubspot.com/beta-docs/guides/api>`_
|
||||
|
||||
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."
|
||||
|
||||
`<https://developers.hubspot.com/beta-docs/guides/api/crm/engagements/engagement-details>`_
|
||||
|
||||
Python code for API:
|
||||
|
||||
`<https://github.com/HubSpot/hubspot-api-python>`_
|
||||
|
||||
`<https://pypi.org/project/hubspot-api-client/>`_
|
||||
|
||||
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.
|
||||
|
||||
|
|
@ -22,6 +22,7 @@ Libre developers documentation.
|
|||
meet-libre-is
|
||||
tile-libre-is
|
||||
translate-libre-is
|
||||
hubspot-migration
|
||||
license
|
||||
:maxdepth: 2
|
||||
:caption: Contents:
|
||||
|
|
|
|||
|
|
@ -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 <EMAIL@ADDRESS>\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 "`<https://developers.hubspot.com/beta-docs/reference/api>`_"
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:382
|
||||
msgid "API guide:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:384
|
||||
msgid "`<https://developers.hubspot.com/beta-docs/guides/api>`_"
|
||||
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 ""
|
||||
"`<https://developers.hubspot.com/beta-docs/guides/api/crm/engagements/"
|
||||
"engagement-details>`_"
|
||||
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 ""
|
||||
"`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-"
|
||||
"into-civicrm/>`_"
|
||||
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 ""
|
||||
|
|
|
|||
404
docs/_source/locale/en/LC_MESSAGES/hubspot-migration.po
Normal file
404
docs/_source/locale/en/LC_MESSAGES/hubspot-migration.po
Normal file
|
|
@ -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 <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 ""
|
||||
Loading…
Reference in a new issue