Import data from HubSpot CRM Follow

It could be a painful task to import/migrate data from CRMs, but Salesmate has eased this process by providing you with an easy, click-to-go Import feature.

You can directly import data from CRM with a few clicks. Salesmate not only allows you to import the Companies or Contacts but also the Deals, Activities, and Notes associated with them.

Salesmate-supported CRMs:

• Pipedrive
• HubSpot

Pre-requisite for HubSpot import

Please keep the following pre-requisite list in mind before importing data from HubSpot

• Create all the users that are present in HubSpot (active or inactive) in Salesmate.

• Create all the pipelines & stages present in HubSpot in Salesmate.

Please follow the below steps to import your data from HubSpot:

• Navigate to the Profile Icon at the top right corner
• Click on Setup
• Head over to the Manage Data category
• Select Import Or Migrate 

• Select Import from other CRM

• Select HubSpot

• Here, you need to enter your HubSpot API Key to connect to HubSpot.

To find your HubSpot API key,

• Log in to your HubSpot account.
• Go to Settings on the top left.
• Navigate to Account SetUp >> Integrations >> Private Apps
• Here, you'll be redirected to the page where you'll need to create a Private app.
• Click on the Create a Private App option or Create One Now

• Add In the Basic Info. Give an appropriate App Name, Add the Logo, and Mention the Description for the app.

• Next go to Scopes, here you'll be presented with the list of Scopes to select from before you start the Import.

• Click on Create App

•  Continue Creating App.

• That's it, your API key is now generated

• Copy the key and paste it to Salesmate.

• Click on Connect.
• Once the Account is successfully connected, you can select the modules from which you would like to migrate the data. 

• Now click on Continue.
• You will now get an option to Map the HubSpot fields with Salesmate fields.

• Map the HubSpot fields of all the selected modules to Salesmate.

• If any HubSpot field does not exist in the system, then you can directly create it by clicking “Create New Field” at the bottom of the Select Field and a popup will open with the field name and data type pre-filled into it.

• If fields are mapped with different data types, a warning icon will be displayed with the message as you hover on it.

• If the fields are not mapped correctly the below error would pop up on the screen.

• On the Next screen, you can assign an Owner
• you could assign a Tag to the newly created records or add them to the list in Salesmate which will help you to track the records.

• You will be able to Preview the import and start the import.
• Preview of mapping columns by the module.

• You could assign a Tag to the newly created records or add them to the list in Salesmate which will help you to track the records.
• By clicking on the I have verified, start the import will start the import process.

• Now, you can view the import progress on this page.

• Once Imported, the details of the Import will be visible for your reference under "Details"

Previous Import:

• Import Date - Gives you the status of the day the file was imported
• File - It helps you identify if the records were imported through a CRM system or Excel /CSV Files
• Owner: This will show the details of the User that imported the records
• Module - The icons help you identify the module in which the records that were imported 
• Actions - With Actions, you check the details of the import or Revert the import which is available up to 48 hours after the import is completed.