Yet more Hubspot exports. Final main exports

This commit is contained in:
Jeff Moe 2024-09-19 08:33:08 -06:00
parent 51b414773a
commit 6a53ffe78c
2 changed files with 57 additions and 10 deletions

View file

@ -361,12 +361,27 @@ Go to Commerce --> Products and click on the "Export" button.
* All properties and all associations on records: Selected. * All properties and all associations on records: Selected.
* Include all associated record in each association column: 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 Export
----------------- -----------------
Activities appear to be emails and such sent to contacts. Activities appear to be emails and such sent to contacts.
These are not in the contacts export. 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 CiviCRM Import
============== ==============
Importing records, such as from Hubspot. Importing records, such as from Hubspot.

View file

@ -9,7 +9,7 @@ msgid ""
msgstr "" msgstr ""
"Project-Id-Version: Libre Developers Documentation 0\n" "Project-Id-Version: Libre Developers Documentation 0\n"
"Report-Msgid-Bugs-To: \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" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n" "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language: en\n" "Language: en\n"
@ -348,6 +348,7 @@ msgstr ""
#: ../../../_source/civicrm-libre-is.rst:299 #: ../../../_source/civicrm-libre-is.rst:299
#: ../../../_source/civicrm-libre-is.rst:341 #: ../../../_source/civicrm-libre-is.rst:341
#: ../../../_source/civicrm-libre-is.rst:370
msgid "Format: CSV." msgid "Format: CSV."
msgstr "" msgstr ""
@ -412,6 +413,7 @@ msgstr ""
#: ../../../_source/civicrm-libre-is.rst:327 #: ../../../_source/civicrm-libre-is.rst:327
#: ../../../_source/civicrm-libre-is.rst:342 #: ../../../_source/civicrm-libre-is.rst:342
#: ../../../_source/civicrm-libre-is.rst:350 #: ../../../_source/civicrm-libre-is.rst:350
#: ../../../_source/civicrm-libre-is.rst:371
msgid "Send to: Email address of logged in Hubspot user." msgid "Send to: Email address of logged in Hubspot user."
msgstr "" msgstr ""
@ -468,49 +470,79 @@ msgstr ""
msgid "Go to Commerce --> Products and click on the \"Export\" button." msgid "Go to Commerce --> Products and click on the \"Export\" button."
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:365
msgid "Automations Workflows"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:366 #: ../../../_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" msgid "Activities Export"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:367 #: ../../../_source/civicrm-libre-is.rst:376
msgid "" msgid ""
"Activities appear to be emails and such sent to contacts. These are not in " "Activities appear to be emails and such sent to contacts. These are not in "
"the contacts export." "the contacts export."
msgstr "" 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" msgid "CiviCRM Import"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:372 #: ../../../_source/civicrm-libre-is.rst:387
msgid "Importing records, such as from Hubspot." msgid "Importing records, such as from Hubspot."
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:375 #: ../../../_source/civicrm-libre-is.rst:390
msgid "Contacts Import" msgid "Contacts Import"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:376 #: ../../../_source/civicrm-libre-is.rst:391
msgid "HOWTO import the Hubspot contact export into CiviCRM." msgid "HOWTO import the Hubspot contact export into CiviCRM."
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:378 #: ../../../_source/civicrm-libre-is.rst:393
msgid "" msgid ""
"`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-" "`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-"
"into-civicrm/>`_" "into-civicrm/>`_"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:380 #: ../../../_source/civicrm-libre-is.rst:395
msgid "" msgid ""
"Before doing an export, definitely make a backup of the database, in case it " "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 " "doesn't work. Best to do on a test database first, definitely not in "
"production. :)" "production. :)"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:384 #: ../../../_source/civicrm-libre-is.rst:399
msgid "Perhaps:" msgid "Perhaps:"
msgstr "" 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." msgid "increase the memory_limit and max_execution_time values in php.ini."
msgstr "" msgstr ""