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.
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
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 ModulesZoho ModulesHubspot FieldsZoho Fields
CompaniesAccountsNameAccount Name
DescriptionDescription
PhonePhone
Parent CompanyParent Account
Website UrlWebsite
IndustryIndustry
Number Of EmployeesEmployees
Annual RevenueAnnual Revenue
Street AddressBilling Street
CityBilling City
StateBilling State
CountryBilling Country
Postal CodeBilling Code
Company OwnerAccount Owner
Create DateCreated Time
ContactsContactsFirst NameFirst Name
Last NameLast Name
SalutationSalutation
EmailEmail
PhonePhone
Mobile Phone NumberMobile
FaxFax
Street AddressMailing Street
CityMailing City
StateMailing State
CountryMailing Country
Postal CodeMailing Code
Create DateCreated Time
Last Modified DateModified Time
DealsDeal NameDeal Name
DescriptionDescription
AmountAmount
Close DateClosing Date
Deal TypeType
Deal StageStage
(associatedVids)Contact Name
(associatedCompanyIds)Account Name
Deal OwnerDeal Owner
Create DateCreated Time
Last Modified DateModified Time

TasksSubjectSubject
NotesDescription
Associated Records(if contactids)WhoId
Associated Records(If CompanyIds/DealIds)WhatIds
Due DateDue Date
Assigned ToOwner
(createdBy)Created By
(modifiedBy)Modified By
(createdAt)Created Time
(lastUpdated)Modified Time
MeetingsEventsMeeting TitleEvent Title
Describe MeetingDescription
Associated Records (If contacts)Who Id
Associated Records (If Companies or Deals)What Id
Start TimeFrom
(Start Time +Duration)To
(createdBy)Created By
(modifiedBy)Modified By
(ownerId)Owner
(createdAt)Created Time
(lastUpdated)Modified Time
CallsCallsDescriptionSubject
DescriptionDescription
Date + TimeCall 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
NotesNotesbodyNote Content
ownerIdOwner
modifiedByModified By
lastUpdatedModified Time
createdAtCreated Time
OwnersUsersFirst NameFirst Name
Last NameLast Name
EmailEmail
ProductsProductsproduct nameproduct name
createdAtcreated time
(last modified)last modified
unit priceunit price
descriptiondescription
SKUproduct code
QuotesQuotesCurrencycurrency
statusquote stage
TCVgrand total
deal Namedeal name
Contact Namecontact name
End TimeTo
(createdBy)Created By
(modifiedBy)Modified By
(ownerId)Owner
(createdAt)Created Time
(lastUpdated)Modified Time
Account nameaccount name
Quoted ItemsQuoted Itemsdescriptiondescription
discountdiscount
currencycurrency
Product nameproduct name
TCVtotal after discount
unit pricelist price
(createdBy)Created By
(modifiedBy)Modified By
(ownerId)Owner
(createdAt)Created Time
(lastUpdated)Modified Time
quantityquantity
taxtax
billing start datebilling start date (custom field)
billing frequencybilling frequency (custom field)
term(months)term(months) (custom field)
Deal line itemsDeal product relationsproductproduct
deal namedeal 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. 

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