Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export
off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety,
rate-limit budgeting, and rollback mitigation across 100K+ record datasets. Use when
migrating any source CRM to HubSpot, recovering from a failed import with duplicate or
unlinked records, or exporting out of HubSpot before switching platforms. Trigger with
"hubspot bulk migration", "salesforce to hubspot", "pipedrive to hubspot", "copper to
hubspot", "migrate off hubspot", "hubspot import dedup", "hubspot association relink",
"hubspot field mapping", "hubspot id continuity".
Standardmäßig ist der Prompt ausgewählt, der zuerst die Quelle prüft. Sie können zu einem direkten Befehl wechseln oder eine lokale Kopie herunterladen.
Quelldateien prüfen
Lesen Sie SKILL.md und alle von SkillsMP angezeigten Begleitdateien, bevor Sie sich für eine Installation entscheiden.
Mit Codex oder Claude installieren Kopieren Sie diesen Prompt, fügen Sie ihn in Codex, Claude oder einen anderen Assistant ein und lassen Sie die Skill-Seite prüfen und installieren.
Ein direkter Befehl überspringt den Prüf-Prompt. Prüfen Sie die Quelle, bevor Sie ihn ausführen.
Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export
off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety,
rate-limit budgeting, and rollback mitigation across 100K+ record datasets. Use when
migrating any source CRM to HubSpot, recovering from a failed import with duplicate or
unlinked records, or exporting out of HubSpot before switching platforms. Trigger with
"hubspot bulk migration", "salesforce to hubspot", "pipedrive to hubspot", "copper to
hubspot", "migrate off hubspot", "hubspot import dedup", "hubspot association relink",
"hubspot field mapping", "hubspot id continuity".
Move CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or extract it back out — without losing cross-system IDs, breaking associations, or flooding the portal with duplicates. This is not a data-mapping worksheet. It is the code, sequencing, and guardrails your migration runs at 2am against 150K records when the daily API quota is finite, HubSpot has no bulk-delete API, and a bad import leaves permanent junk that requires a support ticket to remove.
The six production failures this skill addresses:
ID continuity loss — source CRM IDs are not preserved in HubSpot. Fix: create a custom source_crm_id property on every object type before the first record lands, and write the source ID into it during import.
Association re-creation failure — contacts, companies, and deals in the source are associated; batch-importing them independently creates records without associations unless a second pass re-links them after all IDs are known. Fix: import in order (companies → contacts → deals), then re-link in three association passes.
Import dedup missing existing records — HubSpot's batch upsert deduplicates contacts by email, but only when email matches exactly. Missing or differently-formatted emails create duplicates. Fix: normalize email to lowercase + trimmed before every import; use batch/upsert not batch/create for contacts.
Field type mismatch — source date fields in M/D/Y format fail HubSpot's ISO 8601 validation; multi-picklist values not in HubSpot's allowed enumeration are silently dropped. Fix: run a pre-migration dry-run that validates every field against HubSpot's property schema before writing a single record.
Rate limit exhaustion — 100K contacts at 100/batch equals 1,000 API calls; association re-linking doubles that. Combined with retries, a naive migration burns the 500K daily quota before finishing. Fix: budget calls per run, sleep between burst windows, and use the CSV import API for volumes above 10K.
Rollback impossibility — HubSpot has no bulk-delete API. Fix: maintain a local source_id → hubspot_id mapping file throughout the migration so batch/archive calls are programmable.
Auth: set HUBSPOT_ACCESS_TOKEN environment variable to a private app token with CRM write scopes. For token caching, rotation, and multi-portal routing see the hubspot-auth skill in this pack.
Prerequisites
HubSpot private app token with scopes: crm.objects.contacts.write, , , ,
crm.objects.companies.write
crm.objects.deals.write
crm.associations.write
crm.schemas.contacts.write
Python 3.10+ (pip install requests)
Source CRM data exported to CSV or available via API
HUBSPOT_ACCESS_TOKEN set in environment
Instructions
Step 1: Create custom properties for ID continuity
Before importing a single record, create a custom property on every object type to store the source CRM's record ID. Treat 409 CONFLICT as success — property creation is idempotent.
import os, requests
TOKEN = os.environ["HUBSPOT_ACCESS_TOKEN"]
BASE = "https://api.hubapi.com"
HDRS = {"Authorization": f"Bearer {TOKEN}", "Content-Type": "application/json"}
defcreate_source_id_property(object_type: str, source_crm: str) -> None:
prop_name = f"{source_crm}_id"
payload = {
"name": prop_name,
"label": f"{source_crm.title()} ID",
"type": "string",
"fieldType": "text",
"groupName": f"{object_type}information",
"description": f"Original {source_crm.title()} record ID. Do not modify.",
}
resp = requests.post(f"{BASE}/crm/v3/properties/{object_type}", headers=HDRS, json=payload)
if resp.status_code notin (200, 201, 409):
resp.raise_for_status()
for obj in ["contacts", "companies", "deals"]:
create_source_id_property(obj, "salesforce") # or "pipedrive", "copper"
Step 2: Validate field types (dry-run before any writes)
Pull HubSpot's property schema and validate every field in your source CSV before touching the API. Catches date format mismatches and invalid enum values upfront.
import csv, json, re
from datetime import datetime
defget_property_schema(object_type: str) -> dict:
resp = requests.get(f"{BASE}/crm/v3/properties/{object_type}", headers=HDRS)
resp.raise_for_status()
return {p["name"]: p for p in resp.json()["results"]}
defvalidate_record(record: dict, schema: dict) -> list[str]:
errors = []
for field, value in record.items():
ifnot value or field notin schema:
continue
prop = schema[field]
if prop.get("type") == "date":
try:
datetime.strptime(str(value), "%Y-%m-%d")
except ValueError:
errors.append(f"{field}='{value}' must be YYYY-MM-DD")
if prop.get("type") == "enumeration":
allowed = {o["value"] for o in prop.get("options", [])}
if allowed andstr(value) notin allowed:
errors.append(f"{field}='{value}' not in allowed values: {sorted(allowed)}")
return errors
Import in dependency order. Track the source_id → hubspot_id mapping per batch. Save the map to disk after every batch — a mid-run crash leaves a complete map for the records that did land.
import time, json
defbatch_import(records, object_type, source_id_field, batch_size=100):
"""Import records and return {source_id: hubspot_id} mapping."""
endpoint = "upsert"if object_type == "contacts"else"create"
url = f"{BASE}/crm/v3/objects/{object_type}/batch/{endpoint}"
id_map, errors = {}, []
batches = [records[i:i+batch_size] for i inrange(0, len(records), batch_size)]
for n, batch inenumerate(batches, 1):
if endpoint == "upsert":
payload = {"inputs": [{"idProperty": "email", "id": r.get("email",""), "properties": r} for r in batch]}
else:
payload = {"inputs": [{"properties": r} for r in batch]}
resp = requests.post(url, headers=HDRS, json=payload)
daily_left = int(resp.headers.get("X-HubSpot-RateLimit-Daily-Remaining", 500_000))
if resp.status_code == 429:
time.sleep(int(resp.headers.get("Retry-After", 10)))
resp = requests.post(url, headers=HDRS, json=payload)
if resp.status_code notin (200, 201, 207):
errors.append({"batch": n, "status": resp.status_code})
continue# Daily quota guard — 500K is the Professional/Enterprise daily limitif daily_left < 10_000:
raise RuntimeError(f"Daily quota critical: {daily_left} remaining. Resume tomorrow.")
for result_item, orig inzip(resp.json().get("results", []), batch):
src_id = orig.get(source_id_field, "")
hs_id = result_item.get("id", "")
if src_id and hs_id:
id_map[src_id] = hs_id
print(f" Batch {n}/{len(batches)}: {len(batch)} records, daily_left={daily_left}")
time.sleep(0.12) # stay below 90 req/10s burst ceilingreturn id_map, errors
defsave_id_map(id_map: dict, path: str) -> None:
existing = {}
try:
withopen(path) as f: existing = json.load(f)
except FileNotFoundError: pass
existing.update(id_map)
withopen(path, "w") as f: json.dump(existing, f, indent=2)
Step 4: Re-link associations (two-pass — after all objects are imported)
defrelink_associations(source_assocs, from_id_map, to_id_map,
from_type, to_type, type_id, batch_size=100):
"""Re-create associations using v4 API. Returns {linked, skipped, errors}."""
url = f"{BASE}/crm/v4/associations/{from_type}/{to_type}/batch/create"
linked = skipped = 0
errors = []
batches = [source_assocs[i:i+batch_size] for i inrange(0, len(source_assocs), batch_size)]
for batch in batches:
inputs = []
for a in batch:
fhs = from_id_map.get(a["from_source_id"])
ths = to_id_map.get(a["to_source_id"])
ifnot fhs ornot ths:
skipped += 1; continue
inputs.append({"from": {"id": fhs}, "to": {"id": ths},
"types": [{"associationCategory": "HUBSPOT_DEFINED", "associationTypeId": type_id}]})
ifnot inputs: continue
resp = requests.post(url, headers=HDRS, json={"inputs": inputs})
if resp.status_code == 429:
time.sleep(int(resp.headers.get("Retry-After", 10)))
resp = requests.post(url, headers=HDRS, json={"inputs": inputs})
if resp.status_code notin (200, 201, 207):
errors.append({"status": resp.status_code, "body": resp.text[:200]})
else:
linked += len(inputs)
time.sleep(0.12)
return {"linked": linked, "skipped": skipped, "errors": errors}
# Standard association type IDs — full table in API_REFERENCE.md
CONTACT_TO_COMPANY, DEAL_TO_CONTACT, DEAL_TO_COMPANY = 1, 3, 5
Step 5: Rollback using ID map
defrollback_migration(id_map_path: str, object_type: str, dry_run: bool = True) -> dict:
"""Archive all records created during migration. Always dry_run=True first."""withopen(id_map_path) as f:
id_map = json.load(f)
hubspot_ids = list(id_map.values())
archived, errors = 0, []
for i inrange(0, len(hubspot_ids), 100):
batch = hubspot_ids[i:i+100]
if dry_run:
print(f"Would archive: {batch[:3]}...")
archived += len(batch); continue
resp = requests.post(f"{BASE}/crm/v3/objects/{object_type}/batch/archive",
headers=HDRS, json={"inputs": [{"id": hid} for hid in batch]})
if resp.status_code == 204:
archived += len(batch)
else:
errors.append({"status": resp.status_code})
time.sleep(0.12)
return {"archived": archived, "errors": errors, "dry_run": dry_run}
Error Handling
HTTP Status
Error
Root Cause
Action
400
INVALID_PROPERTY_NAME
Field name not in HubSpot schema
Run dry-run; remap source fields to valid HubSpot property names
400
INVALID_ENUMERATION_PROPERTY_VALUE
Picklist value not in allowed options
Pull GET /crm/v3/properties and remap; drop unmappable values
400
INVALID_DATE
Date not in YYYY-MM-DD or epoch ms
Run convert_date() helper (see implementation-guide.md) before import
400
REQUIRED_PROPERTY_MISSING
Upsert idProperty value is empty
Normalize email; route no-email contacts to separate batch/create call
207
Partial batch success
Some records succeeded, some failed
Parse both results[] and errors[]; re-queue failed records
409
DUPLICATE_PROPERTY
Custom property already exists
Treat as success — property creation is idempotent
429
RATE_LIMIT
Burst (100/10s) or daily (500K) quota
Respect Retry-After; switch to CSV import API for daily budget relief
500
HubSpot internal error
Transient portal error
Retry up to 3 times with 2× backoff, 30s cap
503
SERVICE_UNAVAILABLE
HubSpot maintenance
Back off 60s and retry; check status.hubspot.com
Examples
Full Salesforce → HubSpot migration
# 1. Create ID propertiesfor obj in ["contacts", "companies", "deals"]:
create_source_id_property(obj, "salesforce")
# 2. Import companies firstimport csv
company_rows = [{"salesforce_id": r["Id"], "name": r["Name"],
"domain": r.get("Website","").replace("https://","").rstrip("/")}
for r in csv.DictReader(open("sf_accounts.csv"))]
company_map, _ = batch_import(company_rows, "companies", "salesforce_id")
save_id_map(company_map, "company_id_map.json")
# 3. Import contacts (upsert by email for dedup)
contact_rows = [{"salesforce_id": r["Id"],
"email": r.get("Email","").strip().lower(),
"firstname": r.get("FirstName",""), "lastname": r.get("LastName","")}
for r in csv.DictReader(open("sf_contacts.csv"))]
contact_map, _ = batch_import(contact_rows, "contacts", "salesforce_id")
save_id_map(contact_map, "contact_id_map.json")
# 4. Re-link contact → company
source_assocs = [{"from_source_id": r["Id"], "to_source_id": r["AccountId"]}
for r in csv.DictReader(open("sf_contacts.csv")) if r.get("AccountId")]
print(relink_associations(source_assocs, contact_map, company_map,
"contacts", "companies", CONTACT_TO_COMPANY))
