What doesn't come over from HubSpot?

Most of HubSpot comes over: contacts, companies, deals, leads, emails, calls, meetings, notes, tasks, tickets, products, quotes, invoices and files. A few things have no place in Alori yet and stay in HubSpot. Anything that couldn't come over is listed at the end of the import, with the reason.

Also called: missing data, not imported, what's left out, import limits, données manquantes, non importé, ce qui ne suit pas

What stays in HubSpot

• Marketing emails, with their opens and clicks

• Web analytics and page views

• Form submissions that weren't sent to the inbox

• Lists and sequences

• The history of changes on each field

What comes over in another form

• Tickets become tasks.

• Custom objects become a note on the customer.

• Company fields with no place in Alori become a note on the company's first contact.

• Fields you didn't map come over as one note per record, so nothing is lost.

• Inbox emails and calls are skipped: HubSpot already logs them as email and call activities, and those come over.

• Workflows in use become automations in Bots, turned off. Only the main path of a branch comes over. Left out: marketing emails, waiting for a date, lists, sequences, steps past the tenth and HubSpot-only steps. A workflow with nothing Alori can do isn't offered.

Step 1: See the records that didn't come over

When the import is done, open … records not imported under the import. The first 200 show on the page. To see all of them, click Download the list (CSV).

Click: … records not imported › Download the list (CSV)

What each reason means

• "No customer to attach it to" The record isn't linked to any contact, company or deal Alori could use.

• "A file could not be copied (too big or unavailable)" Files over 25 MB are skipped.

• "Its recording is in Aircall: connect Aircall to bring it over" Connect Aircall, then import again. See How do I import my Aircall phone setup and recordings?

• "Aircall no longer has this call: Aircall removed it (older calls), or it was made on another Aircall account" Alori can't get it.

• "The call has no recording in Aircall" There was nothing to copy.

• "It points to a record that was not imported" It's linked to something you chose not to import.

• "Its files have no place in this project" Your app has nowhere to keep that file yet.

• "The project was too busy to take it. Start again." Run the import again. What already came over is updated, not doubled.

If it doesn't work

• "Reconnect to include it" shows next to a kind of record. Your HubSpot connection doesn't share it yet. Click Reconnect and allow it.

• "Reconnect HubSpot to bring your workflows too." Click Reconnect, then read HubSpot again.

Related

• How do I move from HubSpot to Alori?

• How do I try a sample first, or undo an import?

• How do I import my Aircall phone setup and recordings?