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HubSpot to HubSpot Migrator

*Please note it may take up to 24 hours for your export to complete depending on the size of your HubSpot database and your position in que.
*You must be a “Super Admin” in HubSpot in order for the export to function.
*Individual campaign email records are currently unavailable for export with this service.

Version

Our Self-Service HubSpot to HubSpot portal Migrator is a comprehensive solution for migrating your data from one HubSpot portal to another. The migration tool has been purpose built for HubSpot to help you easily move your data from one portal to another and allow you to take control of your company’s data without having to deal with manual migration teams. Our automated migration service is guaranteed to work as listed here, or your money will be refunded to you.

Simply create an account at datawarehouse.io and go through the self-service checkout process to migrate an unlimited amount of your HubSpot data from one portal to another.

Our HubSpot to HubSpot Migration app can copy the following schemas and data from one HubSpot portal into another:

  • Workflows
  • Business Unit Assignment
  • Contacts
  • Companies
  • Lists
  • Custom Objects
  • Custom Object Pipelines
  • Custom Properties for all Objects
  • Deals
  • Deal Pipelines
  • Line Items/Products
  • Engagements (Meetings, Tasks, Notes, Calls, Emails, SMS, Postal Mail)
  • Owners/Users (Creates view-only users in destination when necessary. Does not use a user license.)
  • Tickets
  • Ticket Pipelines
  • Forms (Schema Only)
  • Files/Attachments
  • Folders
  • Currencies
  • Associations between all records

Our HubSpot to HubSpot Migration app can copy the following schemas and data from one HubSpot portal into another:

  • Workflows
  • Business Unit Assignment
  • Contacts
  • Companies
  • Lists
  • Custom Objects
  • Custom Object Pipelines
  • Custom Properties for all Objects
  • Deals
  • Deal Pipelines
  • Line Items/Products
  • Engagements (Meetings, Tasks, Notes, Calls, Emails, SMS, Postal Mail)
  • Owners/Users (Creates view-only users in destination when necessary. Does not use a user license.)
  • Tickets
  • Ticket Pipelines
  • Forms (Schema Only)
  • Files/Attachments
  • Folders
  • Currencies
  • Associations between all records

The HubSpot to HubSpot Migration tool “Updates” the destination portal so that it does not create duplicate contacts and minimizes the amount of duplicate data elsewhere. If you require assistance deduplicating or cleaning your combined HubSpot databases, we offer assistance with that as well.

How do I use the app?

It is free to get started and see how the app works, you are not charged until you complete checkout. Simply select the version you are interested using and select the “Get Started” button at the top of this page.

After clicking “Get Started” you will be re-directed to the apps authorization page. From here you need to authorize your Source and Target HubSpot portals. 

The source is where your data and schemas will be migrated from. The target is where they will be copied too. Once you have authorized both portals click continue or continue to checkout depending on your version of the app.

The last step of the configuration process allows you to select if you want to run the migration after checkout or later. If you select after checkout it will automatically start right after checkout. If you select later you can visit the My App Information section of your account page to kick off the migration whenever you are ready.

We have extensive support documentation that can be found here. We recommend that you read it before proceeding. 

Don't know which version to pick?

Further down the page you can read more about each version.

Our handy calculator can assist you in figuring out what version will best suit your migration needs. 

Fill it out and you will receive a recommendation instantly.

What does the Lite version migrate?

The Lite edition performs a standard migration which will automatically migrate the following schemas and data.

  • Contacts
  • Companies
  • Lists
  • Custom Properties for all Objects
  • Deals
  • Deal Pipelines
  • Line Items/Products
  • Engagements (Meetings, Tasks, Notes, Calls, Emails, SMS, Postal Mail)
  • Owners/Users (Doesn’t consume a license)
  • Tickets
  • Ticket Pipelines
  • Files/Attachments
  • Folders
  • Currencies
  • Associations between all records

 

The lite version migrates all of the above automatically with no mapping, filtering, or configuration. If you need to filter your data by pipelines, move workflows, or only move certain pieces of data, the Pro version is for you.

What does the Pro version migrate?

The Pro version enables an advanced migration, which migrates everything the lite version does. With the following additions.

  • A fully customizable migration schema
  • Workflows and as many filter references as possible
  • Deal Pipeline selection and filtering
  • Filter and migrate specific properties and property groups for objects
  • Forms (Schema Only) and Form filtering

 

If you need to filter by business unit, migrate custom objects, or filter by individual records, the Enterprise version is for you.

What does the Enterprise version migrate?

The Enterprise version has all of the features of the Pro version. With the following additions.

  • Business Units filtering and assignment
  • Filter and migrate individual contact, company, deal, and ticket records
  • Custom Objects data migration, schema migration and filtering

 

 

GDPR Compliance

All Datawarehouse.io apps are fully GDPR compliant. Depending on where you are in the world, your data will be processed and hosted in Microsoft Azure’s EU West or North American data centers. 

Security

Our apps use (SSL/TLS) encryption at all times while data is in transit and at rest. Read more about our security here.

This app has been certified by HubSpot meaning it has undergone a security review by the team at HubSpot.

See Why The World’s Best Companies Use Datawarehouse.io To Become Truly Data-Driven.

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