Hubspot Contacts Migration

Now you can migrate contacts from your Hubspot account to your Shetewy Pay account. This article will share some tips as a quick walkthrough of how to export your contacts from Hubspot and import them into Shetewy Pay.

Migrate Contacts from Hubspot to Shetewy Pay

Now you can migrate contacts from your Hubspot account to your Shetewy Pay account. This article will share some tips as a quick walkthrough of how to export your contacts from Hubspot and import them into Shetewy Pay.

Migrating your contacts from Hubspot helps you to easily send invoices from Shetewy Pay to your existing contacts. Invoices can be sent to your customers and they can pay you in +17 payment gateway including online and offline methods, payments are deposited into your account in two business days. Contact support for more information, they're here to assist you.


Terminology

it’s important to point out few keywords terminologies that both services are using:

HubspotShetewy Pay
Contact PropertiesSaved Contacts
EmailInvoices
Static ListList
WorkflowAutomation
Workflow SettingsAutomation Settings

Export all contacts with all fields

Follow the steps below to export all contacts with all fields:

    1. Log into your Hubspot account.
    2. From the main dashboard, click “Contacts”located in the top navigation.
    3. Select “Contacts” from the drop-down menu.
    4. You will be directed to the Contacts page. Click the “Options” menu then click “Export.”

Export contacts with specific fields

Follow the steps below to export contacts with specific fields:

    1. Log into your Hubspot account.
    2. From the main dashboard, click “Contacts”located in the top navigation.
    3. Select “Contacts” from the drop-down menu.
    4. Click the “Add filter” and select the properties you wish to export by clicking them.



    5. You then have the option to export directly with those properties:



    6. Or save the filter and export later:


Import contacts to Shetewy Pay

Follow the steps below to Import your contacts to your Shetewy Pay account:

    1. Log into your Shetewy Pay account.
    2. From the main dashboard, click “Invoices” located in the top navigation.
    3. Select “Contacts” from the drop-down menu.
    4. Select “Import Contacts” from the drop-down menu.
    5. Upload your exported HubSpot file and click "Import"
    6. The process will let you know how many contacts were successfully imported
⚠️ Please note that uploading contacts one more time will overwrite any pre-saved contacts you uploaded before. It is recommended that you take a copy of your contacts before importing new ones.