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Yet more Hubspot exports. Final main exports

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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
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15
docs/_source/civicrm-libre-is.rst
View file

@ -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.

52
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: 2024-09-19 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 <EMAIL@ADDRESS>\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 ""
"`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-"
"into-civicrm/>`_"
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 ""