Import from HubSpot | Online Help - Bigin by Zoho CRM

Import from HubSpot


Import from HubSpot to Bigin by simply signing into your HubSpot account from Bigin. The entire import process is carried out in the background and you will be notified once it is completed.

Some important points to note before you import data from HubSpot to Bigin,
  1. Bigin supports up to 10 custom fields/module in Express edition and up to 25 custom fields/module in Premier edition. The number of custom fields that can be imported from HubSpot depends on the custom fields that you have in Bigin. For example, if you already have six custom fields created in Bigin, only 4 custom fields can be imported from HubSpot for Express edition.
  2. If a custom field is already created with the same name and type as that of the field in HubSpot then data will be imported seamlessly to that field in Bigin. Otherwise, a new custom field will be created in Bigin during the import process.
  3. Up to 10 tags/module can be imported during the import process for an Express edition and up to 30 tags/module for a Premier edition. The number of tags that can be imported from HubSpot depends on the tags that you have in Bigin. For example, if you already have five tags in Bigin, only 5 tags can be imported from HubSpot for Express edition.
  4. Bigin supports import of up to 5 users in Express edition and up to 20 users in Premier edition. Once import is completed, the users can be found under Invited users tab in Bigin and have to be re-invited to join the Bigin account. For example, if you already have 5 users created in Bigin, then the users from HubSpot will be imported but you cannot re-invite them as the user limit is already reached for Express edition.
  5. Bigin supports 25 sub-pipelines from HubSpot during the import process provided the edition specific sub-pipeline limit in that account is not exceeded.
  6. Bigin supports 250 stages from HubSpot during the import process provided the edition specific stages limit in that account is not exceeded.
  7. After the import process if the total record count exceeds the 1 lakh limit in Premier edition and 50K limit in Express edition, then they can purchase an additional records as add-on to increase the limit. Additional records can be purchased until the account reaches 1 million records.

Import from HubSpot

To initiate the import from HubSpot

  1. Go to Settings (  )  > Data Administration > Import.
  2. In the Import page, do the following:
    1. Choose HubSpot.
    2. Choose a target Team Pipeline from the available options and click Import Now.

    3. Sign in to your HubSpot account.

  3. You will be notified when the import is complete via a pop-up and an email.

View import details  

The consolidated list of data that has been imported can be viewed from the Import History page in your Bigin account. Details such as the number of records that are added or skipped will be displayed. The reason the records have been skipped in the import process will be specified. Some of the common reasons include mismatch in data type, format. You can download a copy of these records, fix the errors, and import them in the appropriate module. You can also undo the import to remove all the data that was imported from HubSpot.
 

To view Import history

  1. Go to Settings (  )  > Data Administration > Import > Import History.
    Import History will display the number of records that are imported, as well as the user who initiated the import process.
  2. Click to view the number of records skipped or added.

Undo Import

You can also undo the import to remove all the records that were imported from HubSpot.

To undo the Import
  1. Go to Settings (  ) > Data Administration > Import History
  2. Hover over the HubSpot row to view the more icon.
  3. Click Undo this import.
 
 
 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Import Records

                                                                                                          Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Pipelines, and Products modules. You can ...
                                                                                                        • Import Notes

                                                                                                          Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...
                                                                                                        • Import from Pipedrive

                                                                                                          Import from Pipedrive to Bigin by simply entering the API key. The entire import process is carried out in the background and you will be notified once it is completed. Some important points to note before you import from Pipedrive to Bigin, Bigin ...
                                                                                                        • How to import deals into Bigin?

                                                                                                          You can import your deals from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.   A deal is created with a contact or company. So, before you import deals, ensure that the ...
                                                                                                        • How to import contacts into Bigin?

                                                                                                          You can import your contacts from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.  Note: You must import the Companies into Bigin first so that you can map the imported ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources