Importing my previous deals from Hubspot

Feature requests
1

Hi,

I am trying Monday - the idea is to migrate from Hubspot, which I am currently using.

Since there is no automatic way to migrate mu accounts and my deals from Hubspot, i created a CSV but i do not manage to link each of my deals (which are around 1.000) to the respective client (account), since the column “Account” in Monday won’t recognize any text related to the account in my CSV. Any idea how I can do that?

Thank you so much

2

Hi @tobar !

When you import your items, I would set up on your board the automation, "When an item is created in this board, connect the item where this column matches this column in another board by this logic. Using this might help you match your items and automatically connect the account to the deal properly.

Hope this helps!