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. Click Account Name on the top right corner and select Integrations.

  3. Click API Key.

  4. Click Generate API key, if you have never generated an API key.

  5. Click Copy

If you have already generated the API key, click Show key and Copy.

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.
Note
  • You can undo or rerun the migration only 3 times.
  • Tags can be migrated from your file into CRM.
  1. If 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.
  • 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 HistorySee Also Viewing Import History

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

    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 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

                Zoho SalesIQ Resources



                    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

                                                        • Migrating Data Between Zoho CRM Accounts

                                                          Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
                                                        • Data Migration: An Introduction

                                                          The Data Migration wizard in Zoho CRM ensures that your data is migrated accurately and helps you reduce much of the manual work. It automatically maps import files to CRM modules and import file columns to Zoho CRM fields. In the case of modules ...
                                                        • HubSpot for Zoho CRM

                                                          With the HubSpot extension for Zoho CRM, you can view existing contacts from HubSpot in Zoho CRM. You can also add contacts and leads to HubSpot from Zoho CRM. This integration makes it easier to synchronize contacts (and leads) between HubSpot and ...
                                                        • Migrating from Maximizer CRM to Zoho CRM

                                                          Zoho CRM supports only .CSV file format for migration of data. However, the export data from Maximizer CRM is in .BAK format. To convert your data to .CSV format, you can contact our experts (migration@zohocrm.com), who will assess the possibilities ...
                                                        • Importing Data to Zoho CRM

                                                          Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...

                                                        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