Migrate Data from HubSpot | Online Help - Zoho CRM

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

  1. Log into your HubSpot account.

  2. Go to Settings > Account Setup> Integrations > Private Apps. 

  3. Select Create a private app.

  4. In the Basic info page, add name as Zoho-crm-migration and add a description.

  5. Click the Scopes tab. Select the following from the list of scopes:

    1. crm.objects.contacts.read

    2. crm.objects.companies.read

    3. crm.objects.deals.read

    4. crm.objects.owners.read

    5. crm.objects.quotes.read

    6. crm.objects.line_items.read

    7. crm.objects.owners.read

    8. e-commerce


  6. Click Create app button in the top-right corner.

  7. In the Create a new private app popup, click Continue creating to generate an API key.


To migrate data from HubSpot

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Data Administration > Import.
  3. In the Data Migration page, choose HubSpot.
  4. Enter the Instance URL and the API Token.
  5. Click Migrate Now.
    You will be notified when the migration is complete via a pop-up and an email.
Notes
Note
  • You can undo or rerun the migration only 3 times.
  • Tags can be migrated from your file into CRM.
  1. NotesIf a record has more than 10 tags, only the first ten tags will be migrated.
  2. Each tag can have a maximum of 25 characters.
Notes
  • 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