diff --git a/docs/_source/civicrm-libre-is.rst b/docs/_source/civicrm-libre-is.rst index 8d62a26..e4856f7 100644 --- a/docs/_source/civicrm-libre-is.rst +++ b/docs/_source/civicrm-libre-is.rst @@ -225,8 +225,8 @@ want to keep the compressed version: xz -d -k db-wordpress-202409190643.sql.xz -Hubspot Migration -================= +Hubspot Export +============== Documentation on migrating from Hubspot to CiviCRM. Data to migrate: @@ -242,6 +242,8 @@ export identical data. * 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. @@ -257,7 +259,39 @@ Use these options for the most complete export: 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. + +Calls Export +------------ +Go to CRM --> Calls 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. + +Lists Export +------------ +Various mailing lists. + + +CiviCRM Import +============== +Importing records, such as from Hubspot. Contacts 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 78024c1..a5b4d3f 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 07:04-0600\n" +"POT-Creation-Date: 2024-09-19 07:58-0600\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language: en\n" @@ -190,7 +190,7 @@ msgid "" msgstr "" #: ../../../_source/civicrm-libre-is.rst:229 -msgid "Hubspot Migration" +msgid "Hubspot Export" msgstr "" #: ../../../_source/civicrm-libre-is.rst:230 @@ -228,69 +228,140 @@ msgid "XLSX." msgstr "" #: ../../../_source/civicrm-libre-is.rst:245 -msgid "For \"Customize\" export, it has options:" +msgid "" +"Go to CRM --> Contacts and click the \"Export\" button on the right side." msgstr "" #: ../../../_source/civicrm-libre-is.rst:247 -msgid "Include all email addresses." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:248 -msgid "Properties options." +msgid "For \"Customize\" export, it has options:" msgstr "" #: ../../../_source/civicrm-libre-is.rst:249 -msgid "Associations." +msgid "Include all email addresses." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:250 +msgid "Properties options." msgstr "" #: ../../../_source/civicrm-libre-is.rst:251 -msgid "Use these options for the most complete export:" +msgid "Associations." msgstr "" #: ../../../_source/civicrm-libre-is.rst:253 -msgid "Include all email addresses: Checked." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:254 -msgid "All properties and all associations on records: Selected." +#: ../../../_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 associated record in each association column: Selected." +msgid "Include all email addresses: Checked." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:256 +msgid "All properties and all associations on records: Selected." msgstr "" #: ../../../_source/civicrm-libre-is.rst:257 +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." -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:263 -msgid "Contacts Import" -msgstr "" - -#: ../../../_source/civicrm-libre-is.rst:264 -msgid "HOWTO import the Hubspot contact export into CiviCRM." +"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 +msgid "File format: CSV" +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:274 +msgid "Include all company domains: Checked." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:275 +msgid "All properties and associations on records: Selected." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:276 +msgid "Include all association records in each association column." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:279 +msgid "Calls Export" +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:280 +msgid "Go to CRM --> Calls and click the \"Export\" button on the right side." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:283 +msgid "Activities Export" +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:284 +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 +msgid "CiviCRM Import" +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:294 +msgid "Importing records, such as from Hubspot." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:297 +msgid "Contacts Import" +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:298 +msgid "HOWTO import the Hubspot contact export into CiviCRM." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:300 msgid "" "``_" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:268 +#: ../../../_source/civicrm-libre-is.rst:302 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:272 +#: ../../../_source/civicrm-libre-is.rst:306 msgid "Perhaps:" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:274 +#: ../../../_source/civicrm-libre-is.rst:308 msgid "increase the memory_limit and max_execution_time values in php.ini." msgstr ""