Migrating from HubSpot to Zoho CRM

Migration from HubSpot to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its completed. You can undo or rerun the migration 3 times.

To generate the API token

Log into your HubSpot account.
Go to Settings > Account Setup> Integrations > Private Apps.
Select Create a private app.
In the Basic info page, add name as Zoho-crm-migration and add a description.
Click the Scopes tab. Select the following from the list of scopes:

crm.objects.contacts.read
crm.objects.companies.read
crm.objects.deals.read
crm.objects.owners.read
crm.objects.quotes.read
crm.objects.line_items.read
crm.objects.owners.read
e-commerce

Click Create app button in the top-right corner.
In the Create a new private app popup, click Continue creating to generate an API key.

To migrate data from HubSpot

Log in to Zoho CRM with Administrator privileges.
Go to Setup > Data Administration > Import.
In the Data Migration page, choose HubSpot.
Enter the Instance URL and the API Token.
Click Migrate Now.
You will be notified when the migration is complete via a pop-up and an email.

Note

You can undo or rerun the migration only 3 times.
Tags can be migrated from your file into CRM.

If a record has more than 10 tags, only the first ten tags will be migrated.
Each tag can have a maximum of 25 characters.

Then data migration will be paused if more than 5000 records in a module are skipped during the migration. You will have the option to discard the migration or continue. Zoho CRM will also inform you for each module if more than 5,000 records are skipped.
You can undo the data migration from Import History. See Also Viewing Import History

For your kind reference: The following table lists the supported Zoho modules and fields equivalent to that of Hubspot's modules and fields. Refer this table as you migrate to achieve a successful, error-free migration.

Notes: Zoho CRM does not support custom modules in API migrations.

Hubspot Modules	Zoho Modules	Hubspot Fields	Zoho Fields
Companies	Accounts	Name	Account Name
		Description	Description
		Phone	Phone
		Parent Company	Parent Account
		Website Url	Website
		Industry	Industry
		Number Of Employees	Employees
		Annual Revenue	Annual Revenue
		Street Address	Billing Street
		City	Billing City
		State	Billing State
		Country	Billing Country
		Postal Code	Billing Code
		Company Owner	Account Owner
		Create Date	Created Time

Contacts	Contacts	First Name	First Name
		Last Name	Last Name
		Salutation	Salutation
		Email	Email
		Phone	Phone
		Mobile Phone Number	Mobile
		Fax	Fax
		Street Address	Mailing Street
		City	Mailing City
		State	Mailing State
		Country	Mailing Country
		Postal Code	Mailing Code
		Create Date	Created Time
		Last Modified Date	Modified Time

Deals	Deal Name	Deal Name
	Description	Description
	Amount	Amount
	Close Date	Closing Date
	Deal Type	Type
	Deal Stage	Stage
	(associatedVids)	Contact Name
	(associatedCompanyIds)	Account Name
	Deal Owner	Deal Owner
	Create Date	Created Time
	Last Modified Date	Modified Time

Tasks	Subject	Subject
	Notes	Description
	Associated Records(if contactids)	WhoId
	Associated Records(If CompanyIds/DealIds)	WhatIds
	Due Date	Due Date
	Assigned To	Owner
	(createdBy)	Created By
	(modifiedBy)	Modified By
	(createdAt)	Created Time
	(lastUpdated)	Modified Time

Meetings	Events	Meeting Title	Event Title
		Describe Meeting	Description
		Associated Records (If contacts)	Who Id
		Associated Records (If Companies or Deals)	What Id
		Start Time	From
		(Start Time +Duration)	To
		(createdBy)	Created By
		(modifiedBy)	Modified By
		(ownerId)	Owner
		(createdAt)	Created Time
		(lastUpdated)	Modified Time

Calls	Calls	Description	Subject
		Description	Description
		Date + Time	Call Start Time
		Associated Records (If contacts)	Who Id
		Associated Records (If Companies or Deals)	What Id
		(createdBy)	Created By
		(modifiedBy)	Modified By
		(ownerId)	Owner
		(createdAt)	Created Time
		(lastUpdated)	Modified Time

Notes	Notes	body	Note Content
		ownerId	Owner
		modifiedBy	Modified By
		lastUpdated	Modified Time
		createdAt	Created Time

Owners	Users	First Name	First Name
		Last Name	Last Name
		Email	Email


Products	Products	product name	product name
		createdAt	created time
		(last modified)	last modified
		unit price	unit price
		description	description
		SKU	product code

Quotes	Quotes	Currency	currency
		status	quote stage
		TCV	grand total
		deal Name	deal name
		Contact Name	contact name
		End Time	To
		(createdBy)	Created By
		(modifiedBy)	Modified By
		(ownerId)	Owner
		(createdAt)	Created Time
		(lastUpdated)	Modified Time
		Account name	account name

Quoted Items	Quoted Items	description	description
		discount	discount
		currency	currency
		Product name	product name
		TCV	total after discount
		unit price	list price
		(createdBy)	Created By
		(modifiedBy)	Modified By
		(ownerId)	Owner
		(createdAt)	Created Time
		(lastUpdated)	Modified Time
		quantity	quantity
		tax	tax
		billing start date	billing start date (custom field)
		billing frequency	billing frequency (custom field)
		term(months)	term(months) (custom field)

Deal line items	Deal product relations	product	product
		deal name	deal name

Check for Data Accuracy

After the data is migrated you will be notified through an email. Kindly check if the files are imported correctly into the Zoho CRM account by visiting the Import History (Setup > Data Administration > Import > Import History). Read more about Import history.

If you are not satisfied with the import or field mapping results, you can delete the imported records and re-import.

SEE ALSO

Introduction to data migration