More Hubspot exports
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parent
1d0e34fb93
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523e089123
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@ -225,8 +225,8 @@ want to keep the compressed version:
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xz -d -k db-wordpress-202409190643.sql.xz
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xz -d -k db-wordpress-202409190643.sql.xz
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Hubspot Migration
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Hubspot Export
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=================
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==============
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Documentation on migrating from Hubspot to CiviCRM.
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Documentation on migrating from Hubspot to CiviCRM.
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Data to migrate:
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Data to migrate:
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@ -242,6 +242,8 @@ export identical data.
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* XLS.
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* XLS.
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* XLSX.
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* XLSX.
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Go to CRM --> Contacts and click the "Export" button on the right side.
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For "Customize" export, it has options:
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For "Customize" export, it has options:
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* Include all email addresses.
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* Include all email addresses.
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@ -257,7 +259,39 @@ Use these options for the most complete export:
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Click "Export" and it will present a link to an "Import and Export" page,
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Click "Export" and it will present a link to an "Import and Export" page,
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where it will show the progress of the export.
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where it will show the progress of the export.
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It will take approximately 1 minute per 1,000 records to export.
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It will take approximately 1 minute per 1,000 records to export.
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The unzipped export will be approximately 2.5 megs per 1,000 records.
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The export will have over 500 columns.
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Companies Export
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----------------
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Companies can be exported.
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Go to CRM --> Companies and click the "Export" button on the right side.
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Use these options for the most complete export:
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* File format: CSV
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* Include all company domains: Checked.
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* All properties and associations on records: Selected.
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* Include all association records in each association column.
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Calls Export
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------------
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Go to CRM --> Calls and click the "Export" button on the right side.
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Activities Export
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-----------------
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Activities appear to be emails and such sent to contacts.
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These are not in the contacts export.
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Lists Export
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------------
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Various mailing lists.
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CiviCRM Import
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==============
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Importing records, such as from Hubspot.
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Contacts Import
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Contacts Import
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---------------
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---------------
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@ -9,7 +9,7 @@ msgid ""
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msgstr ""
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msgstr ""
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"Project-Id-Version: Libre Developers Documentation 0\n"
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"Project-Id-Version: Libre Developers Documentation 0\n"
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"Report-Msgid-Bugs-To: \n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-09-19 07:04-0600\n"
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"POT-Creation-Date: 2024-09-19 07:58-0600\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language: en\n"
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"Language: en\n"
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@ -190,7 +190,7 @@ msgid ""
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:229
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#: ../../../_source/civicrm-libre-is.rst:229
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msgid "Hubspot Migration"
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msgid "Hubspot Export"
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:230
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#: ../../../_source/civicrm-libre-is.rst:230
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@ -228,69 +228,140 @@ msgid "XLSX."
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:245
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#: ../../../_source/civicrm-libre-is.rst:245
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msgid "For \"Customize\" export, it has options:"
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msgid ""
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"Go to CRM --> Contacts and click the \"Export\" button on the right side."
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:247
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#: ../../../_source/civicrm-libre-is.rst:247
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msgid "Include all email addresses."
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msgid "For \"Customize\" export, it has options:"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:248
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msgid "Properties options."
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:249
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#: ../../../_source/civicrm-libre-is.rst:249
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msgid "Associations."
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msgid "Include all email addresses."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:250
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msgid "Properties options."
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:251
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#: ../../../_source/civicrm-libre-is.rst:251
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msgid "Use these options for the most complete export:"
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msgid "Associations."
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:253
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#: ../../../_source/civicrm-libre-is.rst:253
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msgid "Include all email addresses: Checked."
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#: ../../../_source/civicrm-libre-is.rst:271
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msgstr ""
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msgid "Use these options for the most complete export:"
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#: ../../../_source/civicrm-libre-is.rst:254
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msgid "All properties and all associations on records: Selected."
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:255
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#: ../../../_source/civicrm-libre-is.rst:255
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msgid "Include all associated record in each association column: Selected."
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msgid "Include all email addresses: Checked."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:256
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msgid "All properties and all associations on records: Selected."
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:257
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#: ../../../_source/civicrm-libre-is.rst:257
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msgid "Include all associated record in each association column: Selected."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:259
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msgid ""
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msgid ""
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"Click \"Export\" and it will present a link to an \"Import and Export\" "
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"Click \"Export\" and it will present a link to an \"Import and Export\" "
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"page, where it will show the progress of the export. It will take "
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"page, where it will show the progress of the export. It will take "
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"approximately 1 minute per 1,000 records to export."
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"approximately 1 minute per 1,000 records to export. The unzipped export will "
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msgstr ""
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"be approximately 2.5 megs per 1,000 records. The export will have over 500 "
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"columns."
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#: ../../../_source/civicrm-libre-is.rst:263
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msgid "Contacts Import"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:264
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msgid "HOWTO import the Hubspot contact export into CiviCRM."
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:266
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#: ../../../_source/civicrm-libre-is.rst:266
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msgid "Companies Export"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:267
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msgid "Companies can be exported."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:269
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msgid ""
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"Go to CRM --> Companies and click the \"Export\" button on the right side."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:273
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msgid "File format: CSV"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:274
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msgid "Include all company domains: Checked."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:275
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msgid "All properties and associations on records: Selected."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:276
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msgid "Include all association records in each association column."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:279
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msgid "Calls Export"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:280
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msgid "Go to CRM --> Calls and click the \"Export\" button on the right side."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:283
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msgid "Activities Export"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:284
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msgid ""
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"Activities appear to be emails and such sent to contacts. These are not in "
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"the contacts export."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:288
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msgid "Lists Export"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:289
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msgid "Various mailing lists."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:293
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msgid "CiviCRM Import"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:294
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msgid "Importing records, such as from Hubspot."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:297
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msgid "Contacts Import"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:298
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msgid "HOWTO import the Hubspot contact export into CiviCRM."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:300
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msgid ""
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msgid ""
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"`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-"
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"`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-"
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"into-civicrm/>`_"
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"into-civicrm/>`_"
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:268
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#: ../../../_source/civicrm-libre-is.rst:302
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msgid ""
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msgid ""
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"Before doing an export, definitely make a backup of the database, in case it "
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"Before doing an export, definitely make a backup of the database, in case it "
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"doesn't work. Best to do on a test database first, definitely not in "
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"doesn't work. Best to do on a test database first, definitely not in "
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"production. :)"
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"production. :)"
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:272
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#: ../../../_source/civicrm-libre-is.rst:306
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msgid "Perhaps:"
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msgid "Perhaps:"
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:274
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#: ../../../_source/civicrm-libre-is.rst:308
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msgid "increase the memory_limit and max_execution_time values in php.ini."
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msgid "increase the memory_limit and max_execution_time values in php.ini."
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msgstr ""
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msgstr ""
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