Only owners and admins of your Orbit workspace can start an import. In HubSpot, the person who creates the key in step 2 is easiest as a super admin.
What comes over
Every record keeps its HubSpot id, so running the import again updates records instead of duplicating them.
Not imported: files attached to HubSpot records, and marketing assets such as email templates, sequences and workflows.
Steps
1
Invite your team to Orbit
Records keep their HubSpot owner when that person is an Orbit member with the same email address. Invite everyone who owns records in HubSpot from Settings → Members before you import.
2
Create a service key in HubSpot
Orbit reads HubSpot with a service key, a read-only key you create for this import.Every scope is read-only: Orbit never changes anything in HubSpot.
- In HubSpot, go to Development → Keys → Service keys. In some accounts it is under Settings → Integrations → Service keys.
- Click Create service key and name it
Orbit import. - Click Add new scope, tick each scope below, and click Update.
- Click Create and confirm.
sales-email-read brings the content of logged emails.Creating a service key needs a HubSpot super admin, or a user with Developer tools access. A key can only be given scopes its creator already has, so if a scope can’t be ticked, ask a super admin to create the key.
3
Copy the key
Open the key you just created, click Show, then Copy. It starts with
pat-.4
Start the import in Orbit
In Orbit, go to Settings → Migrate CRM, pick HubSpot, and click Start import. The same import is under Settings → Integrations → HubSpot.Paste the key, then choose:
- What to import: contacts, companies, deals and pipelines, and history (notes, emails, calls, meetings and tasks).
- Do-not-contact list: contacts who opted out or bounced in HubSpot are unsubscribed in Orbit too.
- Records already in Orbit: update them with HubSpot’s values, or leave them as they are.
5
Watch it run
The import runs in the background, so you can leave the page. Come back to Settings → Migrate CRM to see its progress: for each object, how many records were read, created, updated, skipped, and how many had errors. Rows with problems are listed under the table.
After the import
- Check your pipelines under Settings → Pipelines. They are created from HubSpot’s, with the same stage names.
- Webhooks and connected apps don’t receive imported records unless that is turned on under Settings → Integrations → Connected apps, so the import doesn’t flood your automations.
- The key is deleted from Orbit when the run completes or is cancelled. You can delete the service key in HubSpot too, and create a new one if you import again later.
Run it again, resume or cancel
- Run it again at any time with Import again. Records are matched by their HubSpot id, so changes are updated and nothing is duplicated. Choose Leave them as they are to only add records that are new since the last run.
- Cancel a running import from its status card. Records already imported stay.
- Resume a failed or cancelled run and it picks up from the last page it finished. A failed run keeps the key, so you can resume without pasting it again. A cancelled run has deleted it, so paste the key again.
- One import can run per workspace at a time.
Troubleshooting
"HubSpot rejected this key"
"HubSpot rejected this key"
The key was mistyped, deleted, or rotated in HubSpot. Copy it again from Development → Keys → Service keys (click Show, then Copy) and paste it into the import, or resume the run with it.
I can't find Service keys, or can't tick a scope
I can't find Service keys, or can't tick a scope
Service keys need a HubSpot super admin, or a user with Developer tools access. A key can only be given scopes its creator has. Ask a super admin to create the key and send it to you.
Only some custom properties came over
Only some custom properties came over
Up to 50 custom properties per object become Orbit custom fields. HubSpot’s built-in, hidden and calculated properties are left out.
Records have no owner
Records have no owner
Owners are matched by email. Invite the missing people to your Orbit workspace, then run the import again with Update them with HubSpot’s values.
"Only workspace admins can import from HubSpot"
"Only workspace admins can import from HubSpot"
Ask an owner or admin of your Orbit workspace to start the import, or to make you an admin under Settings → Members.
Other ways to move over
- Spreadsheets: on Settings → Migrate CRM, pick HubSpot and choose Prefer spreadsheets? for export steps, sample sheets and uploads.
- From code: to transform data on the way, or to bring file attachments across, see Migrating from HubSpot in the developer docs.
- Help from our team: for a large or unusual portal, contact support and we’ll help you get it in.