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Hubspot contact migration notes

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Jeff Moe 2024-09-19 06:29:26 -06:00
parent 3d02d67da0
commit 57218880f6
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33
docs/_source/civicrm-libre-is.rst
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@ -160,3 +160,36 @@ Activate the plugin, logging in as Wordpress admin user:
`<https://civicrm.libre.is/wp-admin/plugins.php>`_
Hubspot Migration
=================
Documentation on migrating from Hubspot to CiviCRM.
Data to migrate:
* Contacts.
Contacts Migration
------------------
Hubspot can export contacts in these formats, all of which should
export identical data.
* CSV.
* XLS.
* XLSX.
For "Customize" export, it has options:
* Include all email addresses.
* Properties options.
* Associations.
Use these options for the most complete export:
* Include all email addresses: Checked.
* All properties and all associations on records: Selected.
* Include all associated record in each association column: Selected.
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 ~20 minutes (XXX?) to export.

79
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: 2024-09-17 13:34-0600\n"
"POT-Creation-Date: 2024-09-19 06:28-0600\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language: en\n"
@ -160,3 +160,80 @@ msgstr ""
#: ../../../_source/civicrm-libre-is.rst:161
msgid "`<https://civicrm.libre.is/wp-admin/plugins.php>`_"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:165
msgid "Hubspot Migration"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:166
msgid "Documentation on migrating from Hubspot to CiviCRM."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:168
msgid "Data to migrate:"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:170
msgid "Contacts."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:173
msgid "Contacts Migration"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:174
msgid ""
"Hubspot can export contacts in these formats, all of which should export "
"identical data."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:177
msgid "CSV."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:178
msgid "XLS."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:179
msgid "XLSX."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:181
msgid "For \"Customize\" export, it has options:"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:183
msgid "Include all email addresses."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:184
msgid "Properties options."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:185
msgid "Associations."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:187
msgid "Use these options for the most complete export:"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:189
msgid "Include all email addresses: Checked."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:190
msgid "All properties and all associations on records: Selected."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:191
msgid "Include all associated record in each association column: Selected."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:193
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 ~20 "
"minutes (XXX?) to export."
msgstr ""