- Salesmate not only allows you to import the Companies or Contacts but also the Deals, Activities, and Notes associated with them.
Salesmate-supported CRMs:
- **** Pipedrive **HubSpot **Pre-requisite for HubSpot import **
Please keep the following pre-requisite list in mind before importing data from HubSpot
- Create all the users that are present in HubSpot (active or inactive) in Salesmate.
- Create all the pipelines & stages present in HubSpot in Salesmate.
Please follow the below steps to import your data from HubSpot:
- Navigate to the Profile Icon at the top right corner
- Click on Setup
- Head over to the **Manage **Data ** category
- Select Import Or Migrate
- Select Import from other CRM
-
Select HubSpot **
- ** Here, you need to enter your ** HubSpot API Key** to connect to HubSpot.
- To find your HubSpot API key, Log in to your HubSpot account.
- Go to Settings on the top left.
- Navigate to Account SetUp >> Integrations >> Private Apps
- Here, you’ll be redirected to the page where you’ll need to create a Private app.
- Click on the Create a Private App option or Create One Now
- Add In the Basic Info . Give an appropriate
- App Name, Add the Logo, and Mention the Description for the app.
- Next go to Scopes , here you’ll be presented with the list of Scopes to select from before you start the Import.
NOTE:
Please note that below mentioned Scopes are required to be selected to be able
to successfully authenticate the Apps:
Under Standard
“oauth”,
“files”,“files.ui_hidden.read”,Under CRM”crm.objects.contacts.read”,
“crm.objects.companies.read”,
“crm.objects.deals.read”,“crm.schemas.contacts.read”,
“crm.schemas.companies.read”,
“crm.schemas.deals.read”,
“crm.objects.owners.read”
- Click on Create App
- **Continue Creating App **.
- That’s it, your API key is now generated
- Copy the key and paste it to Salesmate.
- Click on Connect .
- Once the Account is successfully connected, you can select the modules from which you would like to migrate the data.
- Now click on Continue .
- You will now get an option to Map the HubSpot fields with Salesmate fields.
- Map the HubSpot fields of all the selected modules to Salesmate.
- If any HubSpot field does not exist in the system, then you can directly create it by clicking “Create New Field” at the bottom of the Select Field and a popup will open with the field name and data type pre-filled into it.
- If fields are mapped with different data types, a warning icon will be displayed with the message as you hover on it.
- If the fields are not mapped correctly the below error would pop up on the screen.
- On the Next screen, you can assign an Owner
- you could assign a Tag to the newly created records or add them to the list in Salesmate which will help you to track the records.
- You will be able to Preview the import and start the import.
- Preview of mapping columns by the module.
- You could assign a Tag to the newly created records or add them to the list in Salesmate which will help you to track the records.
- By clicking on the I have verified, start the import will start the import process.
Note: Two simultaneous imports are not allowed in a single link to manage data concurrency. So if you have scheduled one import, you or any other user from your link has to wait until the import/revert finishes.
- Now, you can view the import progress on this page.
- Once Imported, the details of the Import will be visible for your reference under ” Details ”
- *Previous Import:****Import Date **- Gives you the status of the day the file was imported
- File - It helps you identify if the records were imported through a CRM system or Excel / CSV Files
- Owner: This will show the details of the User that imported the records
- Module - The icons help you identify the module in which the records that were imported
- Actions - With Actions, you check the details of the import or Revert the import which is available up to 48 hours after the import is completed.
