Yet more Hubspot exports
This commit is contained in:
parent
523e089123
commit
51b414773a
|
|
@ -275,19 +275,97 @@ Use these options for the most complete export:
|
|||
* All properties and associations on records: Selected.
|
||||
* Include all association records in each association column.
|
||||
|
||||
Calls Export
|
||||
Deals Export
|
||||
------------
|
||||
Go to CRM --> Calls and click the "Export" button on the right side.
|
||||
Go to CRM --> Deals and click the "Export" button on the right side.
|
||||
|
||||
Activities Export
|
||||
-----------------
|
||||
Activities appear to be emails and such sent to contacts.
|
||||
These are not in the contacts export.
|
||||
* 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.
|
||||
|
||||
|
||||
Activities Export
|
||||
-----------------
|
||||
Activities appear to be emails and such sent to contacts.
|
||||
These are not in the contacts export.
|
||||
|
||||
CiviCRM Import
|
||||
==============
|
||||
|
|
|
|||
|
|
@ -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 07:58-0600\n"
|
||||
"POT-Creation-Date: 2024-09-19 08:25-0600\n"
|
||||
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
|
||||
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
|
||||
"Language: en\n"
|
||||
|
|
@ -258,10 +258,12 @@ 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 ""
|
||||
|
||||
|
|
@ -288,80 +290,227 @@ msgid ""
|
|||
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 "Calls Export"
|
||||
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
|
||||
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:283
|
||||
#: ../../../_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
|
||||
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:366
|
||||
msgid "Activities Export"
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:284
|
||||
#: ../../../_source/civicrm-libre-is.rst:367
|
||||
msgid ""
|
||||
"Activities appear to be emails and such sent to contacts. These are not in "
|
||||
"the contacts export."
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:288
|
||||
msgid "Lists Export"
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:289
|
||||
msgid "Various mailing lists."
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:293
|
||||
#: ../../../_source/civicrm-libre-is.rst:371
|
||||
msgid "CiviCRM Import"
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:294
|
||||
#: ../../../_source/civicrm-libre-is.rst:372
|
||||
msgid "Importing records, such as from Hubspot."
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:297
|
||||
#: ../../../_source/civicrm-libre-is.rst:375
|
||||
msgid "Contacts Import"
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:298
|
||||
#: ../../../_source/civicrm-libre-is.rst:376
|
||||
msgid "HOWTO import the Hubspot contact export into CiviCRM."
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:300
|
||||
#: ../../../_source/civicrm-libre-is.rst:378
|
||||
msgid ""
|
||||
"`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-"
|
||||
"into-civicrm/>`_"
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:302
|
||||
#: ../../../_source/civicrm-libre-is.rst:380
|
||||
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:306
|
||||
#: ../../../_source/civicrm-libre-is.rst:384
|
||||
msgid "Perhaps:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../../_source/civicrm-libre-is.rst:308
|
||||
#: ../../../_source/civicrm-libre-is.rst:386
|
||||
msgid "increase the memory_limit and max_execution_time values in php.ini."
|
||||
msgstr ""
|
||||
|
|
|
|||
Loading…
Reference in a new issue