Wouldn't you like to know more about migrate Hubspot data to Zoho? The CRM they are a type of special application that is becoming more and more common within companies. This class of software has as its main objective centralize all interactions that exist between a particular company and its customers. This ensures that this company can maximize the knowledge it has of its customers and thus adapt to your needs.
As you will guess, today there are different applications CRM from which to choose. Are Zoho y Hubspot two of the most widely used programs, each with its own particular advantages and disadvantages. That being the case, it is quite likely that you will need to learn how migrate Hubspot data to Zoho or vice versa. In order to always have that application you need to improve the performance of the company.
Steps to migrate data from Hubspot to Zoho
The first thing to do is create a backup in Hubspot, in order to protect the information. After this, you will have to export all the data that you have within the application to migrate them to Zoho, being able to do this data export by following the following steps:
- Go to your Hubspot account and there click on Marketing.
- After this, click on the option that says files and templates, and then click on the file option.
- In this new window you will see the option to export all ZIP files, being able to see in the dialog box a space to place the email where said ZIP file will be sent.
- When placing the email, press the export option and you will receive the link to export your information from Hubspot.
With the exported files, you will have to check folder structure, so that they directly match the Zoho structure and make a successful data migration from Hubspot. This folder structure to be followed is as follows:
- A data folder containing the data of all the files, including the CSV file corresponding to the record of assignments of the attached files.
- An attachment folder, thus containing the source files that are used as files in the account CRM.
It is worth mentioning that all the data must follow the aforementioned format, and may generate an error in the load if there are additional folders.
Among the modules that you can migrate to Zoho CRM are the following:
- Price books.
- Providers.
- Purchase orders.
- Bills.
- Sales orders.
- Quotes.
- Products.
- Solutions.
- Cases
- Attached files.
- Activities (such as calls, events, tasks and the like).
- Notes.
- Bells.
- Agreements.
- Contacts.
- Accounts.
- Potential customers.
- Users
Knowing and doing the above, the next thing that remains is to go directly to the Zoho migration assistant to place, correctly, that data extracted from Hubspot in the company's Zoho account. This is the easiest way to migrate from Hubspot to Zoho!
Preliminary considerations
Although the migration wizard in Zoho is quite competent and can greatly facilitate this process, the truth is that it is not infallible. Not only will you have to be very aware of the process, but you will also have to take into account the following considerations prior to migrate from Hubspot to Zoho:
- The files to be migrated to Zoho have to be in CSV format.
- El maximum size that can have a file to migrate to Zoho is 4 GB, having as a limit 200 files that can be migrated at the same time.
- It is possible to fully upload a ZIP file to Zoho, as long as the structure mentioned above is adhered to. In the event that they are data files from Salesforce, all files within the ZIP must be in CSV data format and there must be a folder named Attachments where the source files used as files are saved. attachments within Salesforce records.
- Tabs or modules cannot be migrated to Zoho as a whole, although data from these specific modules can be migrated.
- you can get to skip some modules that are not relevant, although this directly depends on the application from which this data migration is performed.
- Possible assign two or more files to a single module, being necessary for this that the header of the commune coincides in all the files.
- As a recommendation, it can be suggested that user data is always migrated to Zoho as the first action to be taken. Ensuring that the Record Owner ID field is mapped directly with the Owner ID in Zoho CRM.
Steps to migrate data from Hubspot to Zoho manually
In the unlikely event that you don't want to let Zoho's file import manager advise you. Choose to do the process much more manually. You only need to follow the following steps:
- Sign in to Zoho CRM in an account that has administrator permissions.
- Go to settings and then data management. You need to press the import option from there.
- In this window you can search for the files that you already have prepared (with the considerations and steps already mentioned) and click next.
- Now, you will have to go to the module and file assignment section, verifying that all these files are correctly assigned and associated.
- Click on next if everything is in order and continue assigning the fields for each module as appropriate, having there a whole range of options to configure or manage the modules that are about to be uploaded to Zoho CRM. You will be able to do things such as:
- Create custom fields.
- Assign the corresponding fields to each module.
- Modify field labels.
- Select the type of field and others.
- What remains to be done is to save everything and press the next button, going to a new page where you can check the assignment status of the field and the status prior to the migration of the modules.
- Finally, click on the option that says Immigration to start the data migration process, being able to click on the Edit assignment option during the migration (if this is necessary).
As an aspect to highlight of the Zoho migration process, it can be mentioned that this process it will stop automaticallyattic if they are mores of 5000 records omitted in a module during this process. It is up to you if you want to continue or discard the migration.
So, as has already been shown, migrate Hubspot data to Zoho It really is not something complicated for those who have already worked with these particular tools. For those who actually do not have as much expertise, these steps and information can help a lot to illuminate that path of exporting and importing data from a CRM to another. Even more so when talking about one of the best CRM currently available as is the case with Zoho.
Therefore, what are you waiting for to complete this process of migrating from Hubspot to Zoho in a few minutes if you really need it so much?
