Migration software
Import2
Suggested in one of our migration playbooks, mainly for Business apps. Here is what it handles, how it treats key settings, and other tools for the same jobs.
What it handles
The limits of the built-in tools that Import2 gets around, as covered in our playbooks.
Salesforce to HubSpot (and HubSpot to Salesforce) migration guide
- Import activities once, and lastHubSpot certified app that maps accounts, contacts, opportunities, cases and activities (notes, tasks and activity history) into HubSpot, with attachments and custom objects, and a free sample migration.
- HubSpot cannot update existing emails, meetings, notes or tasks by import, so a mistake means deleting and re-importing.Maps accounts, contacts, opportunities, cases and activities into HubSpot, with a free sample migration. Confirm Salesforce is covered when you book.
How it handles key settings
From the settings checklists in our playbooks: what Import2 carries across.
| Setting | How it handles it | Playbook |
|---|---|---|
| Users and record owners | Owner mapping: not stated in Import2's documentation: test it in your pilot. | Salesforce to HubSpot (and HubSpot to Salesforce) migration guide |
| Custom fields | Can create custom fields automatically. | Salesforce to HubSpot (and HubSpot to Salesforce) migration guide |
| Created dates and created by | Not stated in Import2's documentation: test it in your pilot. | Salesforce to HubSpot (and HubSpot to Salesforce) migration guide |
| Duplicates and matching keys | Not stated in Import2's documentation: test it in your pilot. | Salesforce to HubSpot (and HubSpot to Salesforce) migration guide |
| Activities | Lists notes, tasks and activity history, with meetings going to the calendar. | Salesforce to HubSpot (and HubSpot to Salesforce) migration guide |
| Attachments and files | Lists attachments with the data it moves. | Salesforce to HubSpot (and HubSpot to Salesforce) migration guide |
| Top-up load before go-live (delta pass) | Not stated in Import2's documentation: test it in your pilot. | Salesforce to HubSpot (and HubSpot to Salesforce) migration guide |
Tools for the same jobs
Other tools our playbooks suggest for the same migrations.
We write these notes from the vendor documentation cited in each playbook. Tools cannot pay to be included or to change them. Check the vendor's current documentation and terms before you buy.