Why would I want to do this?
If your team has been working in HubSpot, the HubSpot import moves that history into Overjoy so you don't start from scratch. You choose what comes over, and Overjoy brings in your:
Companies, which become businesses
Contacts
Deals, which become opportunities, in the pipelines you pick
Notes, tasks and calls on those records
Owners, who are matched to your Overjoy teammates
Custom properties you choose, which become Overjoy custom fields
The import only reads from HubSpot. It never changes or deletes anything in your HubSpot account.
Before you start
In Overjoy, you need an active plan or free trial. If you're not on one, you'll be asked to start a trial when you click Connect.
In HubSpot, you need to be a Super Admin, or have App Marketplace access, to approve the connection. If you're not, ask someone on your team who is to do the Connect step.
1. Go to Settings → CRM Import → HubSpot
In Overjoy, open Settings, then click CRM Import under Data and choose HubSpot. You can also go straight to https://app.overjoy.ai/integrations/crm-import/hubspot.
2. Click "Connect HubSpot" and approve access
You'll be sent to HubSpot. Pick the HubSpot account to import from and click Connect app.
Overjoy asks for read-only access to your companies, contacts, deals, owners and their properties. That access is only used to read your data for the import.
You'll then be brought back to Overjoy, which starts pulling your data from HubSpot. The time this takes depends on how much data you have, and you can leave the page while it runs.
3. Choose what comes over
Once your owners, pipelines and properties have loaded, the Map step opens. You can set it up while the rest of your records are still being pulled. Your choices save as you go, so you can leave and come back.
Assignees. Each HubSpot owner is matched to an Overjoy teammate with the same email. Anyone we can't match goes to a default teammate, and you can change any of them.
Custom fields. Pick which HubSpot company and contact properties to bring over. Each one becomes a new Overjoy custom field, with dropdown options taken from the values your records actually use. A property that no record has a value for is skipped.
Pipelines & opportunities. Pick which deal pipelines to bring over. Each one becomes an Overjoy pipeline with the same open stages, in order. Deals in pipelines you don't select aren't imported.
When you're happy with your choices, click Confirm and import.
4. Let the import run
Overjoy imports your records one type after another and shows the progress for each. We'll email you a summary when it's done, so you don't need to keep the page open.
5. Review your summary
The summary shows how many records of each type were created, updated or skipped. Click any count to see those records. Skipped records lists everything that was left out and why, and you can download it as a CSV.
How your data is merged
Nothing in Overjoy is overwritten. If a record already exists, the import only fills in fields that are empty.
Businesses are matched by name and website, and contacts by email within their business. A contact with no company goes to a business named after their email domain.
One open opportunity per business. If a company has several open deals, the most recently updated one becomes the opportunity, and the others are saved as notes on the business. If the business already has an open opportunity in Overjoy, it keeps it, and the HubSpot deals are saved as notes.
Won and lost deals become closed opportunities with their original close date. A won deal marks its business as a customer.
No surprise automations. Imported records don't trigger your automations, and nobody is notified.
Emails logged in HubSpot aren't imported. To bring in email history, connect your inbox to Overjoy instead.
Importing again later
The import runs once, not continuously. To bring in records that were added or changed in HubSpot since your last import, click Import again on the HubSpot page. Records you've already imported won't be duplicated. Each import keeps its own summary, so you can look back at earlier ones.
Disconnecting HubSpot
Click Disconnect on the HubSpot page in Overjoy. Overjoy stops reading from your HubSpot account, and everything you've already imported stays in Overjoy. You can't disconnect while an import is running, so wait for it to finish first.
Connecting again later picks up where you left off.
Uninstalling the app from HubSpot
To remove Overjoy's access completely, uninstall the app in HubSpot. In HubSpot, click the Marketplace icon in the top navigation, select Connected apps, find Overjoy and choose Uninstall. HubSpot's guide is here.
Uninstalling doesn't delete anything you've already imported into Overjoy. To import again afterwards, connect HubSpot from Overjoy again.
Troubleshooting
The Connect button asks me to start a trial
Importing from HubSpot needs an active Overjoy plan or free trial. Start your trial, then click Connect HubSpot again.
I can't approve the connection in HubSpot
You need to be a Super Admin in HubSpot, or have App Marketplace access. Ask a HubSpot admin on your team to do the Connect step.
Some records were skipped
Open Skipped records on the summary to see each one and the reason. The common reasons are:
No company name or domain: the HubSpot company has neither, so there's nothing to name the business.
In a pipeline you didn't select: select that pipeline and click Import again to bring the deal in.
Its stage isn't in the pipeline: the stage was added in HubSpot after your pipeline was set up. Import again adds the stage and brings the deal in.
No business, and no contact or deal with a business: a note, task or call that isn't attached to anything we imported.
My import failed or says to reconnect
If Overjoy lost access to HubSpot (for example, the app was uninstalled), connect HubSpot again from the HubSpot page and retry. If it still fails, contact us at [email protected].