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More Hubspot exports

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This commit is contained in:
Jeff Moe 2024-09-19 07:58:59 -06:00
parent 1d0e34fb93
commit 523e089123
2 changed files with 135 additions and 30 deletions
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38
docs/_source/civicrm-libre-is.rst
View file

@ -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
---------------

127
docs/_source/locale/en/LC_MESSAGES/civicrm-libre-is.po
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@ -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 <EMAIL@ADDRESS>\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 ""
"`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-"
"into-civicrm/>`_"
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 ""