From 57218880f69ec770879ea67dbf3a9946c51213ce Mon Sep 17 00:00:00 2001 From: Jeff Moe Date: Thu, 19 Sep 2024 06:29:26 -0600 Subject: [PATCH] Hubspot contact migration notes --- docs/_source/civicrm-libre-is.rst | 33 ++++++++ .../locale/en/LC_MESSAGES/civicrm-libre-is.po | 79 ++++++++++++++++++- 2 files changed, 111 insertions(+), 1 deletion(-) diff --git a/docs/_source/civicrm-libre-is.rst b/docs/_source/civicrm-libre-is.rst index fcde3b2..e2215aa 100644 --- a/docs/_source/civicrm-libre-is.rst +++ b/docs/_source/civicrm-libre-is.rst @@ -160,3 +160,36 @@ Activate the plugin, logging in as Wordpress admin user: ``_ + +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. 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 fa08e76..8e1d368 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: 2024-09-17 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 \n" "Language: en\n" @@ -160,3 +160,80 @@ msgstr "" #: ../../../_source/civicrm-libre-is.rst:161 msgid "``_" 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 ""