Convert to HubSpot

Data Conversion

Supporting the users of HubSpot.com ®

We are not HubSpot
but help get your data into it.

We can convert data from any major contact manager
or in-house system in to HubSpot.com

We can also convert the data between the HubSpot.com web-based format and any local database format.

Then you can clean up, sort, search, modify, and analyze your data. You can convert it to other formats or upload back to HubSpot.com .

Data Conversion Matrix
Standard Prices

The basic idea among contact management systems is the same. But the tables used vary quite a bit. For example, in HubSpot, the Email address is in the same table as the Contact's name and address. But in Goldmine, the Email addresses are in a different table, along with Supplemental addresses. In HubSpot, the Notes are in a different table, while in Goldmine, they are in the same table as the Contact's name. We take care of such variations beforehand, so import is possible, and easy.

We Can Convert From the following CRM Systems, and more

Access

ACT!

CRM
Microsoft

FileMaker

Goldmine

GroupWise

LotusNotes

Maximizer

NetSuite

Outlook

Salesforce

SalesLogix

Sharkware

|
TeleMagic

HubSpot Tables to Convert

From Access To HubSpot
From Act To HubSpot
From MSCRM To HubSpot
From FileMaker To HubSpot
From Goldmine To HubSpot
From GroupWise To HubSpot
From Notes To HubSpot
From Maximizer To HubSpot
From Outlook To HubSpot
From SalesLogix To HubSpot
From SharkWare To HubSpot
From TeleMagic To HubSpot

Accounts
Account_partners
Cases
Comments
Contacts
Currency
Events
Leads
Notes
Opportunities
Opp_contact_roles
Opp_competitors
Opp_history
Solutions
Tasks
Users

wpe2B.jpg (5343 bytes)

HubSpot ApEx DataLoader

In previous versions, the Apex Data Loader has been known as the "AppExchange Data Loader" and the "Sforce Data Loader."

Activating the Data Loader is necessary to convert History and Notes.
So tell your HubSpot Rep you will need it activated for at least a few days.
Data Loader requires at least the Professional version of HubSpot.

SForce_connector

AcctCont.QPR - Query program
HubSpot.mdb - Access database format
SalesFox.app - salesforce table viewer

HubSpot.DBC - Database container

rickservers.jpg (120087 bytes)

ConvertHubSpot.com

Our technology involves the use of Microsoft FoxPro to assist in getting the data

Cleanup - we can more quickly make "global replace" changes to save you hours of time
Complete Conversions from ACT!, Goldmine, Maximizer, Outlook and other contact databases
Migration to or from HubSpot for special reports

HubSpot.com record (Click to enlarge)

Same record in HubSpotFox (Click to enlarge)

How to download your data from HubSpot.

Use this wizard to import leads from any comma separated values file.

wpeC.jpg (9270 bytes)

Note: This wizard imports information into leads. Go to Import My Organization's Data to import contacts and accounts.

Steps to Import Your Organization's Leads

1.	Compare your data to the Lead fields available for import. Create custom lead fields or custom lead picklist values, if needed. Tell me more!
2.	Export your data to a file. Tell me more!
3.	Review your data for accuracy, and make sure you have 1000 or fewer records.
4.	Start the Import Wizard!
* It is recommended that you import a small test file of 5 records before importing all of your data to ensure that you have correctly prepared your import file.

Help on Sending and Receiving your database

Default Field Mapping

Outlook Synchronization

Importing CSV files to HubSpot with the Import Wizard
YouTube.com/watch?v=2zw49rTrcdg

ConvertHubSpot.com
CICorporation.US
202-829-4444
800-319-3190

Convert@CICorp.com

HubSpot.com® is a registered trademark of HubSpot.com

What to convert from?

We can convert to all the major contact managers, plus in house systems.