hs2sffree

A data migration tool that downloads data from HubSpot and converts it into CSV files ready to import into Salesforce Free CRM.

What It Does

• Downloads Companies, Contacts, and Deals from HubSpot
• Converts HubSpot data to Salesforce format keeping the associations between objects
• Generates two CSV files in the output/ directory:
  • accounts_contacts.csv - HubSpot Companies → Salesforce Accounts; HubSpot Contacts → Salesforce Contacts
  • opportunities.csv - HubSpot Deals → Salesforce Opportunities
• Skips invalid records and logs them into the following CSV files:
  • errors_accounts_contacts.csv
  • errors_opportunities.csv

The tool can migrate up to 50,000 records per CSV file.

Importing to Salesforce

Accounts & Contacts:

1. Open Accounts → Import → Data Import Wizard
2. Select "Accounts and Contacts" - "Add new records"
3. Match Contact by Name, Match Account by Name & Site
4. Choose CSV with Character Code option set to Unicode (UTF-8)
5. Upload accounts_contacts.csv by pressing the Browse button and follow the wizard

Opportunities:

1. Open Sales → Opportunities → Import
2. Select "Import From File"
3. Upload opportunities.csv and follow the wizard
4. When import has finished, perform the association step described below

The tool persists Account name in the Next Step field of the Opportunity. To complete the association create and run the Flow automation in Salesforce as shown in the following video:

Prerequisites

HubSpot Access Token

Create a legacy private app in your HubSpot account:

1. Go to Settings → Integrations → Private Apps
2. Create a new app with read scopes for: Companies, Contacts, Deals
3. Copy the access token
4. Set the access token as HUBSPOT_TOKEN environment variable within .env file

Running from the source code

1. Clone the repository

   git clone https://github.com/IvanRublev/hb2sffree
   cd hs2sffree

   Or download as a zip archive by pressing the Code -> Download ZIP.

2. Install Python and uv

   macOS:

   # Using asdf
   asdf install
   # Or using Homebrew
   brew install [email protected]
   brew install uv

   Windows:

   • Download Python 3.12+ from python.org and run the installer
   • Download and install uv from astral.sh/uv

3. Install dependencies

   uv sync

4. Run the tool

   python main.py

License

This project is licensed under the MIT License.