Move from HubSpot

The HubSpot import reads your HubSpot account and brings it into DealJourney. It only reads: nothing in HubSpot is changed.

What comes across

• Companies become customers, and contacts become contacts on the companies HubSpot links them to.
• Deals become opportunities, with their lines and products, on the stage in your pipeline that matches HubSpot's.
• Notes, calls, emails and meetings land on the customer's timeline.
• Tasks become tasks, open or done as they are in HubSpot.
• The HubSpot owner of each record becomes its responsible person, when a user with the same email exists in your workspace.

Companies you already have are not created twice. A HubSpot company joins the customer with the same organisation number or website, and a contact joins the one with the same email. Those customers keep everything they have; HubSpot only fills in what is empty.

Create a key in HubSpot

A HubSpot super admin does this once:

1. 1In HubSpot, go to Development, then Keys, then Service keys, and create a key. If your account still has an older private app, its access token works too.
2. 2Give the key read access to companies, contacts, deals, products, line items, owners and the activity records you want brought across.
3. 3Copy the key.

Connect and import

1. 1Open the HubSpot integration and paste the key into HubSpot-nøkkel. It is checked straight away: you see which HubSpot account it opens, and anything the key cannot read is named before you save.
2. 2Press Lagre.
3. 3Press Importer. Each kind of record shows how far it has come, first while it is read from HubSpot and then while it is placed in DealJourney.

You can leave the page while it runs. If it stops, or you press Stopp, press Importer again and it continues where it left off. Nothing is duplicated, however many times you run it.

To see the result before anything is saved, choose Forhåndsvis uten å lagre under Valg. It counts what would be added, updated and matched.

Keep it up to date

After the first complete import, pressing Importer brings only what changed in HubSpot since the last time. Use Les alt på nytt under Valg to read and place everything again.

Records that were not placed

If something could not be placed, its row says how many. Open it to see each record by name, with the reason and a link to it in HubSpot. The usual reasons are a record with no name, a note linked to nothing that came across, or an owner who has no user in your workspace yet. Fix it in HubSpot or invite the person, then import again. A record you deleted in DealJourney is never brought back.