Filter HubSpot Records Before You Import
The short version
You can now choose exactly which HubSpot records come into HighLevel. The HubSpot Importer's Preview step lets you filter Contacts, Deals, Companies, and Tasks by when they were created or last modified in HubSpot, so you bring over the data you need and leave the rest behind.
What you get
- Migrate only recent or active records
- Smaller, faster imports that are easier to review
- Fewer unwanted records to clean up afterward
- Know exactly how many records will be imported before you start
How to use it
- Go to Contacts, Companies, or Opportunities, click Import, and choose Import from HubSpot.
- Continue through the wizard to Preview and import.
- Click the edit (pencil) icon on any records row, such as Contacts – records.
- Pick a field, a condition, and a value. Use Add nested filter to combine conditions with AND or OR.
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