Data Maestro is part of the Maestro Series
Supered loves HubSpot admins. We love seeing them thrive, learn, and grow. So, we release free apps for HubSpot admins to use.
The Maestro Series is a collection of free apps that level up your HubSpot experience. Small problems, simply solved.
What is Data Maestro?
Data Maestro is a HubSpot app that will clone/copy/paste data from one HubSpot portal into another. We will still use package builder to copy the schema migration/structure of the portal and now you can use Data Maestro to bring over all the data inside of it (tickets, deals with deal splits, etc.)
What are some example Use Cases for Data Maestro?
Contact List Selling or Sharing
If you have a contact list that you want to sell to clients in HubSpot, you can use data maestro to duplicate the contacts over into the other clients portal instead of giving them a separate list that they'll need to migrate or manually input themselves.
Developer teams - duplicate portals for testing
Instead of having one portal to test from, you can use data maestro to sync records into a developer portal space, breaking that test portal without breaking the main one.
This gives you semi-accurate data and you're able to test better.
How do you Install Data Maestro?
Click the following link and select the account that you want to install to. You will then click "Connect App" and be taken directly to your settings for HubSpot, once installed.
How do you run Data Maestro?
To Access Data Maestro, use the following steps:
Go to your Settings page
Click Integrations
Click Connected Apps
Click Data Maestro by Supered
Click General Settings
Click Execute Data Sync and you'll be taken to a page that requires a "license token"
To access your Data Maestro License Token: click here!
Copy & Paste the Token into the entry box
Click Validate License
Click Create New Sync
Click Connect Target Account and you'll be directed to a list of accounts to choose from
Target account = whichever account that you want TO COPY INTO.
Select the correct account and click Choose Account [You can close this tab once complete.]
Now click on the account you just selected and Data Maestro will start to load the differences between the portals.
This could take up to 2 minutes
You'll get a list of what is missing or different so you can confirm you're okay with those missing properties
Click I acknowledge any error... to move forward
Once completed, click Configure Sync
Confirm that your Source Portal (where the data is coming from) and Target Portal (where the data is going to) are correct
Select the properties you want to sync by checking the boxes
If it's unable to be synced because it doesn't exist, you'll see those properties are left unchecked
Click Review Sync
Click Begin Sync
Once complete, your Sync Status will change from In Progress to Complete and you can click back to All Syncs and start another sync or exit out of the screen.
Customer Asked Questions:
Drop your questions into our SuperedJam Slack channel - #07-get-help - we'll be sure to answer your question directly + provide the response right here for other users to benefit from in the future!
Will I accidentally delete anything in my portal by using Data Maestro?
No - We do NOT delete anything, we only add. It's not possible to accidentally delete anything and never will.
Why is my sync failing with "Association Definitions not found"?
HubSpot's API for Association Definitions is very slow. In order for us to not make you wait a significant amount of time to start a sync, we have chosen to let the sync fail with a detailed error message that will show you how to fix this difference between your portals, if it exists. Once you fix the differences, you can rerun the sync.