Migrate from Hubspot

Contacts

Login to your Hubspot account, go to Contacts, click on Table Actions and choose Export View. In the newly opened dialogue box, check the box mentioning All properties on records; also, check the box to include the email address. Then click on Export. Once the export is ready, you will get a notification to download the file.

To upload the Hubspot file into salescamp, review your Salescamp company collection attributes to see if it consists of all the required fields. If not, customize the same.

To Customise, follow the below steps:

  • Go to settings, click on customize, and select the collection you want to export.

  • Scroll down and add a field in the relevant section with the suitable data type. For example., continent will be added under the Address section as a Single-line text data type; mobile will be added under the Basic information section as a phone data type. If any field consists of alphabets and numbers, it will be added as a Multiple Line text data type.

  • After adding all required fields, click on save in the upper right corner of the Customize page.

    Once you have added all the fields in Salescamp, you can import the file Pipedrive file.

  • Go to any of your collections.

  • Click on ⋮ symbol in the upper right corner, click on import, select the collection you want to upload your leads in, and choose your CSV or Excel file.

  • Select and check the field mapping, for example., if you have a column of continents then map the field with continent in Salescamp.

  • Then click on import, and you are done

Company

Login to your Hubspot account, go to Contacts and click on Company, click on Table Actions and choose Export View. In the newly opened dialogue box, check the box mentioning All properties on records; also, check the box to include the email address. Then click on Export. Once the export is ready, you will get a notification to download the file.

To upload the Hubspot file into salescamp, review your Salescamp company collection attributes to see if it consists of all the required fields. If not, customize the same (follow the above steps).

Now you can upload the file in Salescamp with the above-suggested method.

Deals

Login to your Hubspot account, go to Sales and click on Deals, click on Board Actions and choose Export View. In the newly opened dialogue box, check the box mentioning All properties on records; also, check the box to include the email address. Then click on Export. Once the export is ready, you will get a notification to download the file.

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