Hubspot contact migration notes
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@ -160,3 +160,36 @@ Activate the plugin, logging in as Wordpress admin user:
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`<https://civicrm.libre.is/wp-admin/plugins.php>`_
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`<https://civicrm.libre.is/wp-admin/plugins.php>`_
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Hubspot Migration
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=================
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Documentation on migrating from Hubspot to CiviCRM.
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Data to migrate:
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* Contacts.
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Contacts Migration
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------------------
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Hubspot can export contacts in these formats, all of which should
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export identical data.
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* CSV.
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* XLS.
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* XLSX.
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For "Customize" export, it has options:
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* Include all email addresses.
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* Properties options.
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* Associations.
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Use these options for the most complete export:
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* Include all email addresses: Checked.
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* All properties and all associations on records: Selected.
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* Include all associated record in each association column: Selected.
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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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It will take ~20 minutes (XXX?) to export.
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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: 2024-09-17 13:34-0600\n"
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"POT-Creation-Date: 2024-09-19 06:28-0600\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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@ -160,3 +160,80 @@ msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:161
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#: ../../../_source/civicrm-libre-is.rst:161
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msgid "`<https://civicrm.libre.is/wp-admin/plugins.php>`_"
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msgid "`<https://civicrm.libre.is/wp-admin/plugins.php>`_"
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msgstr ""
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:165
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msgid "Hubspot Migration"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:166
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msgid "Documentation on migrating from Hubspot to CiviCRM."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:168
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msgid "Data to migrate:"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:170
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msgid "Contacts."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:173
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msgid "Contacts Migration"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:174
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msgid ""
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"Hubspot can export contacts in these formats, all of which should export "
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"identical data."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:177
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msgid "CSV."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:178
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msgid "XLS."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:179
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msgid "XLSX."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:181
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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:183
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msgid "Include all email addresses."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:184
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msgid "Properties options."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:185
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msgid "Associations."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:187
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msgid "Use these options for the most complete export:"
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:189
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msgid "Include all email addresses: Checked."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:190
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msgid "All properties and all associations on records: Selected."
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msgstr ""
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#: ../../../_source/civicrm-libre-is.rst:191
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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:193
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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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"page, where it will show the progress of the export. It will take ~20 "
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"minutes (XXX?) to export."
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msgstr ""
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