================= Hubspot Migration ================= HOWTO migrate data from Hubspot. Hubspot Export ============== Documentation on migrating from Hubspot to CiviCRM. Data to migrate: * Contacts. Contacts Export --------------- Hubspot can export contacts in these formats, all of which should export identical data. * CSV. * XLS. * XLSX. Go to CRM --> Contacts and click the "Export" button on the right side. 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 approximately 1 minute per 1,000 records to export. The unzipped export will be approximately 2.5 megs per 1,000 records. The export will have over 500 columns. Companies Export ---------------- Companies can be exported. Go to CRM --> Companies and click the "Export" button on the right side. Use these options for the most complete export: * File format: CSV * Include all company domains: Checked. * All properties and associations on records: Selected. * Include all association records in each association column. Deals Export ------------ Go to CRM --> Deals and click the "Export" button on the right side. * File format: CSV * Include all company domains: Checked. * All properties and associations on records: Selected. * Include all association records in each association column. Tickets Export -------------- Go to CRM --> Tickets and click the "Export" button on the right side. Lists Export ------------ Various mailing lists. Go to CRM --> Lists and click the "Actions" button on the right side, then select "Export". * Name: All lists. * Format: CSV. * Choose what you'd like to export: All available list dashboard data. Inbox Export ------------ HOWTO export? Calls Export ------------ Go to CRM --> Calls and click the "Export" button on the right side. * File format: CSV. * Language of column headers: English. * All properties and associations on records: Selected. * Include all association records in each association column. Tasks Export ------------ Uncheck "Assignee" to view all tasks. HOWTO export? Marketing Email --------------- Go to Marketing --> Email and click the "Export emails" button on the right side. * Export: Dashboard Emails. * File Format: CSV. * Send to: Email address of logged in Hubspot user. * Columns: All available columns. * Date: All time. * Advanced options, Include advanced delivery data: checked. Note, this export will not appear in the "Import and Export" page, unlike most other exports. Marketing Forms --------------- Go to Marketing --> Forms and click the "Actions" button on the right side, then select "Export forms". * Name: All forms. * Format: CSV. * Send to: Email address of logged in Hubspot user. * Choose what you'd like to export: All available form dashboard data. Marketing CTAs (legacy) ----------------------- Go to Marketing --> CTAs (legacy) and click "Export Data". * File format: CSV. * Send to: Email address of logged in Hubspot user. Note, this export will not appear in the "Import and Export" page, unlike most other exports. Commerce Products ----------------- Go to Commerce --> Products and click on the "Export" button. * File format: CSV. * Language of column headers: English. * 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. Hubspot API =========== Some data in Hubspot cannot be exported, it needs to be retrieved via the API. API reference: ``_ API guide: ``_ 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." ``_ Python code for API: ``_ ``_ Hubspot Python Client --------------------- The best way to use the Hubspot API appears to be to set up a read-only "Private App". Set up a Python client thusly: .. code-block:: sh sudo apt install python3-venv python3-pip python-is-python3 mkdir hubspot-client cd hubspot-client/ python -m venv venv source venv/bin/activate pip install -U setuptools pip wheel pip install hubspot-api-client Extract Clients --------------- Create a hubspot-extract-clients.py script: .. code-block:: sh #!/usr/bin/env python from hubspot import HubSpot api_client = HubSpot() api_client.access_token = 'access_token' all_contacts = api_client.crm.contacts.get_all() Hubspot Python Code ------------------- Third party source repos with Python code for working with Hubspot. "A Python script for exporting data from HubSpot CRM to a local SQLite database and CSV files. This tool fetches companies, contacts, notes, tasks, calls, and their associations from HubSpot's API, stores them in a SQLite database, and exports the data to CSV files." ``_ Maybe some code hints from here: ``_ "A versatile script designed to assist Hubspot administrators, consultants, and power users in managing their Hubspot data. It provides various functionalities including field extraction, data sampling, and bulk record deletion." ``_ "This repository contains the properties and their descriptions of various objects from HubSpot." ``_ "This repository contains a Meltano tap extractor designed to pull data from hubspot.com. It leverages the Meltano SDK to facilitate its functionality." XXX Meltano is libre? ``_ "This hubspot api is a handy wrapper on top of the existing hubspot python api." ``_ "This project integrates Hubspot data sources into a unified data warehouse for reporting and analysis. It includes scripts for data extraction, transformation, and loading , as well as SQL views for reporting." ``_ "This project contains a simple script that extracts a list of contacts from Hubspot, adds it to a pandas DataFrame and finally saves it to a CSV file." ``_ "The script will create a CSV of all companies in your Hubspot with a column for name, full address, latitude, and longitude." ``_ Finds duplicate Hubspot records. ``_ "A Python utility package for interacting with HubSpot's CMS API, providing functionality to create, update, retrieve, and delete pages efficiently." ``_ "Python library to interact with HubSpot's Private API." ``_ "This repo contains the HubSpot backend project files which was implemented using Python." ``_ "A repo contains utility functions and scripts for interacting with the HubSpot API." ``_ "Tapioca wrapper for Hubspot API." ``_ "HubSpot tap class." ``_ "Hubspot tap for Conversations inbox and messages APIs." ``_ "Hubspot CRM python API wrapper." ``_ "Script to extract all deal history." ``_