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Data migration to HubSpot

Let's plan the data migration of your data

Are you moving from an old system to a new HubSpot CRM? Do you need to split your HubSpot account in two or more accounts to serve the new structure of your business? This is the time to think about your data that must be migrated to the new HubSpot account: it is crucial to assure the integrity, security and time efficiency throughout the whole process.

HubSpot data migration

Data migration is always a critical step to successful implementation of a new system, a complicated and sometimes risky project. Although HubSpot CRM offers excellent tools for mass data import and export, API connectivity and native integration options, data migration is still a difficult project with many critical issues to address and possible complications.

Those are the main points to consider:

  • Different CRMs have different data structures and ways of working. They may have different objects (contacts, companies tickets etc) which are interrelated related in a different way with a different hierarchies
  • Every system may have different sets of properties, with different types, rules permissions and formats
  • Existing data in the source system have usually issues of data quality making the migration more complicated

On the other hand, having a CRM already set-up with data inside, is usually the base of the business requirements for setting up HubSpot CRM. This makes things easier and may save time, but requires perfect coordination between the people involved in those two projects.

Cases of data migration

Some common cases of data migration to HubSpot are the following:

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Old CRM ➡ HubSpot

Moving from an outdated system to your new, modern, powerful and user friendly HubSpot? 

HubSpot ➡ HubSpot

New subsidiary, splitting business or other case requiring a replication of HubSpot account?

Various sources ➡ HubSpot

A small business in growth trying to organize, by gathering scattered info into a HubSpot CRM?

Data Migration process

As mentioned above, data migration is related to systems' functionalities and data quality. It is a complicated process that takes time, it is not just a copy - paste of data. Every case is different and needs special attention. 

Steps to migrate your data to HubSpot

This type of data migration must focus on assessing the source and target environments carefully before proceeding to action. Here are the steps:

  • Analyzing existing data, understanding their volume, structure, type and format
  • Understanding existing functionality and related processes
  • Agreeing on final requirements for HubSpot setup, identifying the differences between source and target system
  • Extracting data from the original system
  • Correcting data if quality issues exist
  • Transforming data as needed to match HubSpot structure
  • Importing data to HubSpot
  • Verifying integrity and accuracy of migrated data - corrections

Factors to consider

Effective data migration necessitates a comprehensive approach considering the volume, type, format, and diversity of data, as well as the source and target system technologies and time constraints; it involves significant data transformation, including format corrections, homogenization, and field matching, while also providing an opportunity to rectify existing data quality issues like duplicates and inconsistencies.

Furthermore, when migrating to a HubSpot new account, an other factor has to be considered: HubSpot products & pricing plans to be purchased for the new account, because this is something that will define the structure of data and the way they will be used.

We can help you with your data migration project!

Our experience in CRM systems and especially in HubSpot CRM, combined with our hands-on approach and best-practice migration strategies, guarantees that all your data will be accurately and successfully migrated to your new HubSpot account. Deep Dive Data Consulting  is an official HubSpot Solutions Provider, offering implementation, training, support and data migrations services. We can run any HubSpot related project, ensuring that every byte of information is meticulously transferred, reformatted, and enriched.

Book a free consultation session with us to discover the options and possibilities related to the beginning of your HubSpot journey!

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