217 lines
5.4 KiB
ReStructuredText
217 lines
5.4 KiB
ReStructuredText
=================
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Hubspot Migration
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=================
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HOWTO migrate data from Hubspot.
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Hubspot Export
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==============
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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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----------------
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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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------------
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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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--------------
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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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------------
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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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Automations Workflows
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---------------------
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Go to Automations --> Workflows, click the "Actions" button, then
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"Export workflows".
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* Name: All workflows.
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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 workflow dashboard data.
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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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Hubspot API
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===========
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Some data in Hubspot cannot be exported, it needs to be retrieved via the API.
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API reference:
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`<https://developers.hubspot.com/beta-docs/reference/api>`_
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API guide:
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`<https://developers.hubspot.com/beta-docs/guides/api>`_
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Per Hubspot docs:
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"Activities on records, such as notes or emails, cannot be exported.
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To retrieve activities, you can export certain activity reports
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or use the engagements API."
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`<https://developers.hubspot.com/beta-docs/guides/api/crm/engagements/engagement-details>`_
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Python code for API:
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`<https://github.com/HubSpot/hubspot-api-python>`_
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`<https://pypi.org/project/hubspot-api-client/>`_
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Hubspot Python Client
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---------------------
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The best way to use the Hubspot API appears to be to
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set up a read-only "Private App".
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Set up a Python client thusly:
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.. code-block:: sh
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sudo apt install python3-venv python3-pip python-is-python3
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mkdir hubspot-client
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cd hubspot-client/
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python -m venv venv
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source venv/bin/activate
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pip install -U setuptools pip wheel
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pip install hubspot-api-client
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Extract Clients
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---------------
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Create a hubspot-extract-clients.py script:
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.. code-block:: sh
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#!/usr/bin/env python
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from hubspot import HubSpot
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api_client = HubSpot()
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api_client.access_token = 'access_token'
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all_contacts = api_client.crm.contacts.get_all()
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