Migrating from HubSpot to Zoho CRM
Log into your HubSpot account.
Go to Settings> Account Setup> Private Apps.
Select Create Private App.
In the Basic info page, add name as Zoho CRM Migration and click Create app button on the top-right corner of the page.
In the Scopes page, select the following from the list of scopes:
crm.objects.contacts.read
crm.objects.companies.read
crm.objects.deals.read
crm.objects.owners.readClick Create app button to generate 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.
- 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
Check for Data Accuracy
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