Contacts & Smart Lists · 1 min read
Import Data from HubSpot
The HubSpot importer brings your HubSpot CRM data into FunnelStreams so you don't have to rebuild it by hand. It moves contacts, opportunities, pipelines and stages, custom fields, and custom field folders.
The importer is in beta and may not be on every account yet. If you don't see it, contact FunnelStreams support.
Before you start
- Import into a clean account when you can. Existing data makes conflicts more likely.
- Turn on Allow duplicates for contacts and opportunities during the import. Turn de-duplication back on when it's done.
- Set the account language to English for the import.
- Test with a non-production account first if you have one.
Limits
- Pipelines and stages are imported, and each opportunity can link to up to 10 extra contacts.
- Custom fields are matched by field key. If a field with the same key already exists, the HubSpot field may be skipped or need renaming.
- Emails, notes history, workflows, and other HubSpot features aren't imported.
Run the import
- Go to Settings > Integrations and open the HubSpot importer, or start it from Contacts > Import.
- Connect your HubSpot account and approve access.
- Choose what to import.
- Review the field mapping.
- Start the import.
The import runs in the background. You can close the window and come back later.
After the import
Check a sample of contacts and opportunities, confirm pipelines and stages look right, and turn duplicate checks back on. If something is missing, review the import summary for skipped records.