#How do I import contacts, companies and opportunities from HubSpot?

You connect HubSpot with a service key, choose what to bring, and Clickmax copies the data. Clickmax only reads HubSpot: nothing changes there. The import does not trigger automations, broadcasts or webhooks, and you can repeat it later without duplicating records.

Before you start

• To import: workspace role Owner or Administrator, or a Member whose job title has the Importar de outro CRM (Import from another CRM) permission. To connect the account, the job title also needs access to Integrations. See roles and permissions.
• In HubSpot: be a super admin or have access to Developer tools.
• Each workspace connects one HubSpot account.
• Only one import can run at a time per workspace.

#Create the service key in HubSpot

Do this in HubSpot, in another tab.

1. Open Development > Keys > Service keys and click Create service key.
2. Select these scopes, which are required: crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read and crm.objects.owners.read.
3. To also bring lists, emails and files, select these: crm.lists.read (lists), sales-email-read (emails) and files (files). Without them, that data stays out and Clickmax tells you which.
4. Create the key and copy it.

A private app token you already have also works instead of a service key.

#Connect in Clickmax

1. Open Integrações (Integrations) > Explorar integrações (Explore integrations) and select the HubSpot · import data card.
2. Under Connect your account, paste the key into HubSpot service key. Use Show key to check what you pasted.
3. Click Connect account.

Once connected, the screen shows the Connected badge and the HubSpot account. To change the key, paste the new one and click Update key. Disconnect removes the connection; what was already imported stays in Clickmax.

#Choose what to bring

Click Import data from HubSpot. You can also get here from the contacts list: in the arrow next to Add contact, choose Import from HubSpot. The window has three steps: Map, Review and Import.

In the Map step:

1. Owners: choose the Clickmax attendant for each HubSpot owner. Owners without a match come in with no owner, or with the Default owner if you pick one. The import does not create attendants or send invitations.
2. Pipelines: each HubSpot pipeline can become a new pipeline with the same stages (Create a new pipeline) or be left out (Do not import).
3. Fields, in the Contacts, Companies and Deals tabs:
   • For contacts and opportunities, each HubSpot field can become a new field (Create field "…"), go to a Field that already exists in Clickmax, or be left out (Do not import).
   • For companies, the field goes to a Clickmax field or is left out. Custom company properties are kept by the import (Keep in the company history), but they are not visible in Clickmax yet.
4. What to bring: select Lists, Notes, Tasks, Calls, meetings and emails and Files attached to notes. Options the key has no permission for appear disabled, with the notice The key has no access to this.
5. When the contact already exists in Clickmax:
   • Fill only what is empty (default).
   • Replace with the HubSpot data.
   • Leave the contact as it is.

Clickmax spots repeated contacts by e-mail, phone or CPF, with the same rules as the spreadsheet import.

Click Continue. In the Review step, check the HubSpot totals and how many contacts, fields and pipelines are new. Then click Import.

#What comes over and how it looks in Clickmax

#What does not come over

• Deal products (line items).
• The rules of active lists.
• HubSpot workflows, sequences, e-mail templates, forms, tickets, quotes and custom objects.
• Files over 25 MB.
• Custom company properties: the import keeps them, but they are not visible in Clickmax yet.

#Follow, stop and repeat

You can close the window: the import keeps running, and when you come back you see the progress per type (Read, Created, Already existed, Skipped, Failed).

• Stop: click Stop import. What already came in stays in Clickmax.
• Items that did not come in: click Download items not imported. The spreadsheet lists the type and the reason of each item, with the status falhou (failed), ignorado (skipped) or aviso (warning). aviso means the item came in, but an association (for example, a contact's company) was left out. The spreadsheet shows up to 100,000 rows; if there are more, the last row tells you the total.
• Repeat: importing again does not duplicate anything. Contacts and companies are updated according to the option you pick under When the contact already exists in Clickmax. Opportunities and history that already came in are not rewritten.

When you finish, delete the service key in HubSpot: each HubSpot account has a limit on keys.

#Common errors

Clickmax shows these messages in Portuguese. The English below is a translation.

#Related

• Migrate to Clickmax
• Migrate your contact base