April 29, 2024

How can I automate data backups or migrations in HubSpot?

Hubspot logo

Step 1: Log into Your HubSpot Account

  • Navigate to HubSpot's main login page.
  • Enter your account credentials to access your HubSpot dashboard.

Step 2: Go to Account Settings

  • In the top right corner, click on your profile picture.
  • Select "Account & Billing" from the dropdown menu.
  • Click on "Integrations."

Step 3: Locate Data Export Tool

  • Scroll down the list of integrations and tools.
  • Find and select the "Data Export" tool.

Step 4: Choose Data to Backup

  • Click on “Request an Export.”
  • A list of data categories will appear (e.g., Contacts, Companies, Deals, Tickets, etc.).
  • Select the specific data categories you wish to back up.

Step 5: Configure Automatic Backup Settings (if available)

  • If you have the necessary permissions or a higher tier HubSpot plan, you might see an option for automatic backups.
  • Set the frequency of your data backups, e.g., daily, weekly, monthly.

Step 6: Initiate the Backup

  • Once you've made your selections, click on the “Export” or "Start Backup" button.
  • HubSpot will start processing the data export. This might take some time depending on the amount of data.

Step 7: Set Up Data Migration (if moving to another system)

  • If you're looking to migrate your HubSpot data to another platform, look for integrations or third-party tools specific to that platform within HubSpot's App Marketplace.
  • Follow the integration's specific guidelines for migrating data.

Step 8: Monitor Backup Status

  • Return to the Data Export tool periodically to check the status of your backup.
  • Once complete, you'll see a “Download” option.

Step 9: Download and Store the Backup

  • Click on “Download” to get a .zip file containing your data.
  • Store this file in a secure location, such as a cloud storage solution or an external hard drive.

Step 10: Schedule Regular Check-ins

  • Mark your calendar to remind yourself to periodically review and update your backup settings.
  • Ensure that any new data categories or changes to your data structure are included in subsequent backups.