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387 lines
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civicrm.libre.is
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================
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CiviCRM deployment.
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`<https://civicrm.libre.is/>`_
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Under consideration:
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`<https://crm.libre.is/>`_
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CiviCRM
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=======
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CiviCRM is a "constituent relationship management software" for
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especially designed for non-profits.
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`<https://civicrm.org/>`_
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Drupal
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======
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CiviCRM works with various backends such as Drupal, Joomla, and Wordpress.
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Drupal is the most powerful.
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`<https://www.drupal.org/>`_
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Drupal needs to be installed before CiviCRM.
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Install Debian stable (bookworm/12) with Apache and set up Certbot.
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Wordpress
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=========
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The test install will have a CiviCRM with Wordpress install.
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`<https://docs.civicrm.org/installation/en/latest/wordpress/>`_
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`<https://developer.wordpress.org/advanced-administration/before-install/howto-install/>`_
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Download latest release:
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`<https://wordpress.org/latest.zip>`_
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.. code-block:: sh
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sudo apt install unzip python3-certbot-apache php mariadb-server php-mysql
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Set up the database.
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.. code-block:: sh
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sudo mariadb-admin password
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mariadb -uroot -p
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Then in the database:
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.. code-block:: sql
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CREATE USER 'wordpress'@'localhost' IDENTIFIED BY 'password';
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CREATE DATABASE IF NOT EXISTS wordpress CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci;
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GRANT ALL PRIVILEGES on wordpress.* to 'wordpress'@'localhost';
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FLUSH PRIVILEGES;
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EXIT
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Import timezone data into the database:
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.. code-block:: sh
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mariadb-tzinfo-to-sql /usr/share/zoneinfo | mariadb -u root -p mysql
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Perhaps change the ownership to your user (in this case jebba)
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to install wordpress files. Then unzip wordpress and move to
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the best location:
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.. code-block:: sh
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sudo chown -R jebba:jebba /var/www
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cd /var/www/
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unzip ~/devel/wordpress/latest.zip
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sudo chown -R www-data /var/www/wordpress
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Set up apache, perhaps thusly:
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.. code-block:: sh
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rm /etc/apache2/sites-enabled/000-default*
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Edit /etc/apache2/sites-available/wordpress.conf
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.. code-block:: apache
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<VirtualHost 70.39.82.212:80>
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ServerName civicrm.libre.is
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ServerAdmin webmaster@localhost
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DocumentRoot /var/www/wordpress
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ErrorLog ${APACHE_LOG_DIR}/error-civicrm-libre-is.log
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CustomLog ${APACHE_LOG_DIR}/access-civicrm-libre-is.log combined
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RewriteEngine on
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ReWriteCond %{HTTPS} off
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RewriteRule ^ https://civicrm.libre.is%{REQUEST_URI} [END,NE,R=permanent]
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ReWriteRule ^(.*)$ https://%{HTTP_HOST}%{REQUEST_URI} [L,R=301]
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RewriteCond %{SERVER_NAME} =civicrm.libre.is
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RewriteRule ^ https://%{SERVER_NAME}%{REQUEST_URI} [END,NE,R=permanent]
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</VirtualHost>
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<VirtualHost 70.39.82.212:443>
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ServerName civicrm.libre.is
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ServerAdmin webmaster@localhost
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DocumentRoot /var/www/html/civicrm-libre-is
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ErrorLog ${APACHE_LOG_DIR}/error-civicrm-libre-is.log
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CustomLog ${APACHE_LOG_DIR}/access-civicrm-libre-is.log combined
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RewriteEngine on
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ReWriteCond %{HTTPS} off [OR]
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ReWriteCond %{HTTP_HOST} ^www\.(.*)$ [NC]
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ReWriteRule ^(.*)$ https://%1$1 [L,R=301]
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ErrorDocument 404 /en/404.html
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Include /etc/letsencrypt/options-ssl-apache.conf
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ServerAlias doc.libre.is
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SSLCertificateFile /etc/letsencrypt/live/civicrm.libre.is/fullchain.pem
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SSLCertificateKeyFile /etc/letsencrypt/live/civicrm.libre.is/privkey.pem
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</VirtualHost>
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# vim: syntax=apache ts=4 sw=4 sts=4 sr noet
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.. code-block:: sh
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sudo ln -s /etc/apache2/sites-available/wordpress.conf \
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/etc/apache2/sites-enabled/
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sudo systemctl restart apache2
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CiviCRM Install
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===============
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Once Wordpress is running, install CiviCRM plugins.
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Download the Wordpress CiviCRM plugin from here:
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`<https://civicrm.org/download>`_
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Also install more PHP deps.
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.. code-block:: sh
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sudo chown -R jebba:jebba /var/www/wordpress/wp-content/plugins/
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cd /var/www/wordpress/wp-content/plugins/
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unzip ~/devel/civicrm/wordpress/civicrm-5.77.0-wordpress.zip
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sudo apt install php-bcmath php-curl php-xml php-zip php-intl \
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php-soap php-mbstring php-common php-imagick php-gd
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Edit /etc/php/8.2/apache2/php.ini with these values:
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.. code-block:: sh
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memory_limit = 256M
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max_execution_time = 240
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max_input_time = 120
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post_max_size = 50M
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upload_max_filesize = 50M
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Then restart apache:
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.. code-block:: sh
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sudo systemctl restart apache2
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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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Database Backup
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===============
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HOWTO backup the database. Do this regularly and before major
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operations, such as importing contact lists.
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Scriptlet to back up all databases on system:
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.. code-block:: sh
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#!/bin/bash
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BACKUPDIR=/var/lib/dbbackup
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NOW=`date +%Y%m%d%H%M`
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sudo mkdir -p $BACKUPDIR
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sudo chown root:root $BACKUPDIR
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sudo chmod og-rwx $BACKUPDIR
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sudo touch $BACKUPDIR/db-dump-$NOW.sql
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sudo chmod 400 $BACKUPDIR/db-dump-$NOW.sql
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# Backup full DB
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sudo nice mariadb-dump -p --all-databases -uroot --result-file=$BACKUPDIR/db-dump-$NOW.sql
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# Compress it
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sudo nice xz -9 -T4 -z $BACKUPDIR/db-dump-$NOW.sql
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Sciptlet to backup wordpress database, which includes CiviCRM:
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.. code-block:: sh
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#!/bin/bash
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BACKUPDIR=/var/lib/dbbackup
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NOW=`date +%Y%m%d%H%M`
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sudo mkdir -p $BACKUPDIR
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sudo chown root:root $BACKUPDIR
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sudo chmod og-rwx $BACKUPDIR
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sudo touch $BACKUPDIR/db-wordpress-$NOW.sql
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sudo chmod 400 $BACKUPDIR/db-wordpress-$NOW.sql
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# Backup full DB
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sudo nice mariadb-dump -p -uroot --result-file=$BACKUPDIR/db-wordpress-$NOW.sql wordpress
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# Compress it
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sudo nice xz -9 -T4 -z $BACKUPDIR/db-wordpress-$NOW.sql
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To decompress the file, run a command like this, with "-k", if you
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want to keep the compressed version:
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.. code-block:: sh
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xz -d -k db-wordpress-202409190643.sql.xz
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Hubspot Export
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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 Export
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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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Go to CRM --> Contacts and click the "Export" button on the right side.
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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 approximately 1 minute per 1,000 records to export.
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The unzipped export will be approximately 2.5 megs per 1,000 records.
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The export will have over 500 columns.
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Companies Export
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Companies can be exported.
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Go to CRM --> Companies and click the "Export" button on the right side.
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Use these options for the most complete export:
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* File format: CSV
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* Include all company domains: Checked.
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* All properties and associations on records: Selected.
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* Include all association records in each association column.
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Deals Export
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Go to CRM --> Deals and click the "Export" button on the right side.
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* File format: CSV
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* Include all company domains: Checked.
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* All properties and associations on records: Selected.
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* Include all association records in each association column.
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Tickets Export
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Go to CRM --> Tickets and click the "Export" button on the right side.
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Lists Export
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Various mailing lists.
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Go to CRM --> Lists and click the "Actions" button on the right side, then
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select "Export".
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* Name: All lists.
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* Format: CSV.
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* Choose what you'd like to export: All available list dashboard data.
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Inbox Export
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------------
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HOWTO export?
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Calls Export
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Go to CRM --> Calls and click the "Export" button on the right side.
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* File format: CSV.
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* Language of column headers: English.
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* All properties and associations on records: Selected.
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* Include all association records in each association column.
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Tasks Export
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------------
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Uncheck "Assignee" to view all tasks.
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HOWTO export?
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Marketing Email
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Go to Marketing --> Email and click the "Export emails" button on the right side.
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* Export: Dashboard Emails.
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* File Format: CSV.
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* Send to: Email address of logged in Hubspot user.
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* Columns: All available columns.
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* Date: All time.
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* Advanced options, Include advanced delivery data: checked.
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Note, this export will not appear in the "Import and Export" page, unlike
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most other exports.
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Marketing Forms
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Go to Marketing --> Forms and click the "Actions" button on the right side, then
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select "Export forms".
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* Name: All forms.
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* Format: CSV.
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* Send to: Email address of logged in Hubspot user.
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* Choose what you'd like to export: All available form dashboard data.
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Marketing CTAs (legacy)
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-----------------------
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Go to Marketing --> CTAs (legacy) and click "Export Data".
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* File format: CSV.
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* Send to: Email address of logged in Hubspot user.
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Note, this export will not appear in the "Import and Export" page, unlike
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most other exports.
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Commerce Products
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-----------------
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Go to Commerce --> Products and click on the "Export" button.
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* File format: CSV.
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* Language of column headers: English.
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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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Activities Export
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-----------------
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Activities appear to be emails and such sent to contacts.
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These are not in the contacts export.
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CiviCRM Import
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==============
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Importing records, such as from Hubspot.
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Contacts Import
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---------------
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HOWTO import the Hubspot contact export into CiviCRM.
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`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/>`_
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Before doing an export, definitely make a backup of the database,
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in case it doesn't work. Best to do on a test database first,
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definitely not in production. :)
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Perhaps:
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* increase the memory_limit and max_execution_time values in php.ini.
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