From 51b414773aed38bc36d8c62c40f53252e86ec58e Mon Sep 17 00:00:00 2001 From: Jeff Moe Date: Thu, 19 Sep 2024 08:25:34 -0600 Subject: [PATCH] Yet more Hubspot exports --- docs/_source/civicrm-libre-is.rst | 90 ++++++++- .../locale/en/LC_MESSAGES/civicrm-libre-is.po | 189 ++++++++++++++++-- 2 files changed, 253 insertions(+), 26 deletions(-) diff --git a/docs/_source/civicrm-libre-is.rst b/docs/_source/civicrm-libre-is.rst index e4856f7..2f8dba9 100644 --- a/docs/_source/civicrm-libre-is.rst +++ b/docs/_source/civicrm-libre-is.rst @@ -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 ============== 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 a5b4d3f..d452b81 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 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 \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 "" "``_" 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 ""