diff --git a/docs/_source/civicrm-libre-is.rst b/docs/_source/civicrm-libre-is.rst index 2f8dba9..41939ea 100644 --- a/docs/_source/civicrm-libre-is.rst +++ b/docs/_source/civicrm-libre-is.rst @@ -361,12 +361,27 @@ Go to Commerce --> Products and click on the "Export" button. * All properties and all associations on records: Selected. * Include all associated record in each association column: Selected. +Automations Workflows +--------------------- +Go to Automations --> Workflows, click the "Actions" button, then +"Export workflows". + +* Name: All workflows. +* Format: CSV. +* Send to: Email address of logged in Hubspot user. +* Choose what you'd like to export: All available workflow dashboard data. Activities Export ----------------- Activities appear to be emails and such sent to contacts. These are not in the contacts export. +Per Hubspot docs: + +"Activities on records, such as notes or emails, cannot be exported. +To retrieve activities, you can export certain activity reports +or use the engagements API." + CiviCRM Import ============== Importing records, such as from Hubspot. 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 d452b81..8887736 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: 2024-09-19 08:25-0600\n" +"POT-Creation-Date: 2024-09-19 08:29-0600\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language: en\n" @@ -348,6 +348,7 @@ msgstr "" #: ../../../_source/civicrm-libre-is.rst:299 #: ../../../_source/civicrm-libre-is.rst:341 +#: ../../../_source/civicrm-libre-is.rst:370 msgid "Format: CSV." msgstr "" @@ -412,6 +413,7 @@ msgstr "" #: ../../../_source/civicrm-libre-is.rst:327 #: ../../../_source/civicrm-libre-is.rst:342 #: ../../../_source/civicrm-libre-is.rst:350 +#: ../../../_source/civicrm-libre-is.rst:371 msgid "Send to: Email address of logged in Hubspot user." msgstr "" @@ -468,49 +470,79 @@ msgstr "" msgid "Go to Commerce --> Products and click on the \"Export\" button." msgstr "" +#: ../../../_source/civicrm-libre-is.rst:365 +msgid "Automations Workflows" +msgstr "" + #: ../../../_source/civicrm-libre-is.rst:366 +msgid "" +"Go to Automations --> Workflows, click the \"Actions\" button, then \"Export " +"workflows\"." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:369 +msgid "Name: All workflows." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:372 +msgid "" +"Choose what you'd like to export: All available workflow dashboard data." +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:375 msgid "Activities Export" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:367 +#: ../../../_source/civicrm-libre-is.rst:376 msgid "" "Activities appear to be emails and such sent to contacts. These are not in " "the contacts export." msgstr "" -#: ../../../_source/civicrm-libre-is.rst:371 +#: ../../../_source/civicrm-libre-is.rst:379 +msgid "Per Hubspot docs:" +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:381 +msgid "" +"\"Activities on records, such as notes or emails, cannot be exported. To " +"retrieve activities, you can export certain activity reports or use the " +"engagements API.\"" +msgstr "" + +#: ../../../_source/civicrm-libre-is.rst:386 msgid "CiviCRM Import" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:372 +#: ../../../_source/civicrm-libre-is.rst:387 msgid "Importing records, such as from Hubspot." msgstr "" -#: ../../../_source/civicrm-libre-is.rst:375 +#: ../../../_source/civicrm-libre-is.rst:390 msgid "Contacts Import" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:376 +#: ../../../_source/civicrm-libre-is.rst:391 msgid "HOWTO import the Hubspot contact export into CiviCRM." msgstr "" -#: ../../../_source/civicrm-libre-is.rst:378 +#: ../../../_source/civicrm-libre-is.rst:393 msgid "" "``_" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:380 +#: ../../../_source/civicrm-libre-is.rst:395 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:384 +#: ../../../_source/civicrm-libre-is.rst:399 msgid "Perhaps:" msgstr "" -#: ../../../_source/civicrm-libre-is.rst:386 +#: ../../../_source/civicrm-libre-is.rst:401 msgid "increase the memory_limit and max_execution_time values in php.ini." msgstr ""