> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Import data from HubSpot CRM

It could be a painful task to import/migrate data from CRMs, but **Salesmate** has eased this process by providing you with an easy, click-to-go Import feature.

You can directly import data from CRM with a few clicks.

* **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 ](https://support.salesmate.io/hc/en-us/articles/360050914871-Import-data-from-Pipedrive-CRM)\*\*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

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/mceclip0.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=9b67bc1f2a05355a7fae3cdc980a690a" alt="" width="2492" height="1661" data-path="import-30/images/mceclip0.png" />

* **Select** Import from other CRM

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/mceclip01.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=1cfe24e4591a991d1622001cc4375c06" alt="" width="2098" height="1698" data-path="import-30/images/mceclip01.png" />

* **Select** HubSpot \*\*<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-11.31.41-AM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=d01a6c08153d86c3e28cbc001c3cf5d5" alt="Screenshot_2023-05-04_at_11.31.41_AM.png" width="1990" height="788" data-path="import-30/images/Screenshot-2023-05-04-at-11.31.41-AM.png" />

* \*\* Here, you need to enter your \*\* HubSpot API Key\*\* to connect to HubSpot.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-1.32.47-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=c5d50e4c5c476e79d43de909563aeeb9" alt="Screenshot_2023-05-04_at_1.32.47_PM.png" width="1966" height="732" data-path="import-30/images/Screenshot-2023-05-04-at-1.32.47-PM.png" />

* **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

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/mceclip1.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=7ecb645a0e527a190d0a99951bed8fba" alt="" width="2574" height="1462" data-path="import-30/images/mceclip1.png" />

* **Add In the** Basic Info . Give an appropriate

* **App Name, Add the Logo,** and Mention the **Description** for the app.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-23-at-5.47.18-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=2f8e69c606c85494d396e49a82ad16db" alt="Screenshot_2023-05-23_at_5.47.18_PM.png" width="1742" height="1378" data-path="import-30/images/Screenshot-2023-05-23-at-5.47.18-PM.png" />

* **Next go to** Scopes , here you'll be presented with the list of Scopes to select from before you start the Import.

<Note>
  **NOTE:**
</Note>

<Note>
  Please note that below mentioned Scopes are required to be selected to be able
  to successfully authenticate the Apps:
</Note>

<Note>
  **Under Standard**
</Note>

<Note>
  "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"
</Note>

* **Click on** Create App

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-23-at-5.55.00-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=67b67ac0107925dae43c03042ad33d1c" alt="Screenshot_2023-05-23_at_5.55.00_PM.png" width="3360" height="1878" data-path="import-30/images/Screenshot-2023-05-23-at-5.55.00-PM.png" />

* \*\*Continue Creating App \*\*.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-23-at-5.59.00-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=68c45b7d756cf17a70d316457a16f542" alt="Screenshot_2023-05-23_at_5.59.00_PM.png" width="1800" height="766" data-path="import-30/images/Screenshot-2023-05-23-at-5.59.00-PM.png" />

* That's it, your API key is now generated

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-23-at-6.01.46-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=c39e1d8645d0e434b54b7f8c1b340126" alt="Screenshot_2023-05-23_at_6.01.46_PM.png" width="1737" height="1275" data-path="import-30/images/Screenshot-2023-05-23-at-6.01.46-PM.png" />

* Copy the key and paste it to Salesmate.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-1.35.06-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=b6163b3efda6d0918781cd09cccd7648" alt="Screenshot_2023-05-04_at_1.35.06_PM.png" width="1966" height="615" data-path="import-30/images/Screenshot-2023-05-04-at-1.35.06-PM.png" />

* **Click on** Connect .

* **Once the Account is successfully connected, you can select the** modules from which you would like to migrate the data.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-1.39.43-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=83a032134ea18993fbf7027a98af5954" alt="Screenshot_2023-05-04_at_1.39.43_PM.png" width="1954" height="1138" data-path="import-30/images/Screenshot-2023-05-04-at-1.39.43-PM.png" />

* **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.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-2.19.55-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=e10ed2ea72a46064d40fe242f0b5ad57" alt="Screenshot_2023-05-04_at_2.19.55_PM.png" width="1968" height="1536" data-path="import-30/images/Screenshot-2023-05-04-at-2.19.55-PM.png" />

* **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.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-2.22.18-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=494241eef9362e15f642050df0cc1871" alt="Screenshot_2023-05-04_at_2.22.18_PM.png" width="1892" height="1394" data-path="import-30/images/Screenshot-2023-05-04-at-2.22.18-PM.png" />

* **If fields are mapped with different data types, a** warning icon will be displayed with the message as you hover on it.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-2.28.24-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=57d2cadabb034d7b15d0809e18385c70" alt="Screenshot_2023-05-04_at_2.28.24_PM.png" width="1858" height="1048" data-path="import-30/images/Screenshot-2023-05-04-at-2.28.24-PM.png" />

* If the fields are not mapped correctly the below error would pop up on the screen.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-2.34.21-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=b276fc976ab90f62fc552d0892775aeb" alt="Screenshot_2023-05-04_at_2.34.21_PM.png" width="1846" height="210" data-path="import-30/images/Screenshot-2023-05-04-at-2.34.21-PM.png" />

* 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.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-2.41.28-PM-1.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=926acb7a023bd15ad7410f2540002a3b" alt="Screenshot_2023-05-04_at_2.41.28_PM_1.png" width="2600" height="924" data-path="import-30/images/Screenshot-2023-05-04-at-2.41.28-PM-1.png" />

* **You will be able to** Preview the import and start the import.

* Preview of mapping columns by the module.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-2.44.34-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=6ae50f667745fe76e54438117f6b3715" alt="Screenshot_2023-05-04_at_2.44.34_PM.png" width="2599" height="1768" data-path="import-30/images/Screenshot-2023-05-04-at-2.44.34-PM.png" />

* 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.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-2.53.42-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=1b79edd8c9499109ad5bc8462bbdf51b" alt="Screenshot_2023-05-04_at_2.53.42_PM.png" width="1714" height="249" data-path="import-30/images/Screenshot-2023-05-04-at-2.53.42-PM.png" />

<Note>
  **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.
</Note>

* Now, you can view the import progress on this page.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/mceclip02.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=c38adc2c18675b116da06af63b3ac431" alt="" width="2525" height="1318" data-path="import-30/images/mceclip02.png" />

* **Once Imported, the details of the Import will be visible for your reference under "** Details "

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip11.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=1325d8890492267a948940c5dd5dbb0a" alt="" width="2484" height="1350" data-path="import-30/images/mceclip11.png" />

* \*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.

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/Screenshot-2023-05-04-at-3.37.20-PM.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=1c65b601c3234c948f46782219af725e" alt="Screenshot_2023-05-04_at_3.37.20_PM.png" width="2550" height="542" data-path="import-30/images/Screenshot-2023-05-04-at-3.37.20-PM.png" />
