Manual HubSpot to Salesforce Data Migration
The simplest way to migrate data to your CRM would be to use its native built import tool. Most CRMs allow you to export their data in the form of a .csv file. Before migration, some manual data manipulation of the .csv file may be required at your end.
After the scrubbing process, importing data such as Accounts, Leads, Contacts, and Opportunities can be done in a matter of clicks through the import tool. It can also help you map simple one-to-many relationships but for more complex relationships you would need a more comprehensive solution. The exact functionalities and availability of the native import tool would vary from CRM to CRM. Moreover, you can also take advantage of data backup
Extract, Transform and Load (ETL) is the most popular open-source tool available. It is very easy to use as every process is created with a graphical tool where you can specify what to do without having to write a single line of code. It supports a wide variety of input and output formats, including text files, data sheets, and commercial and free database engines.
- Migrating data between applications or databases
- Exporting data from databases to flat files
- Loading data massively into databases
- Data Cleansing
- Integrating applications
Choosing the right tool depends on your unique needs and preferences. If you are just importing modules like Accounts and Contacts or Leads, the native Import Wizard in your CRM may suffice. If a native tool is unavailable or your data is more complex, a more comprehensive third-party solution will be recommended.
Let’s take an example – A Company that wants to upgrade the CRM system from HubSpot to Salesforce and activity needs to move from HubSpot to Salesforce.
Please follow the steps below to export records.
- Navigate to the Sales and Tasks tab.
- Click on the checkbox next to the export task.
- Select the number of records that you want to export.
- Click on the export button and select the file format which needs to be exported.