How a HubSpot migration works
How we move your data from spreadsheets or another CRM into HubSpot, and keep it clean.
Step 1: We review what you have
We look at the data in your current system: what it holds, how clean it is, and what is no longer needed. Not everything is worth moving.
Step 2: We map the fields
We match each field in your old system to a field in HubSpot. Where HubSpot has no matching field, we create one or agree a different home for that data.
Step 3: We remove duplicates
HubSpot matches contacts by email address and companies by domain name when you import. We use those keys so the same person or company does not appear twice, and we review any likely duplicates that match in other ways.
Step 4: We import and keep the links
Contacts, companies and deals are imported so the connections between them are kept. That way a deal still shows its company and its contacts.
Step 5: We check the result
We compare the data in HubSpot with the old system before anyone relies on it.
Step 6: We rebuild the workflows and train your team
Workflows and automation do not move across on their own, so we rebuild the ones you still need. We then train the people who will use HubSpot.
Keep the old system for now
Do not switch off your old CRM straight away. Keep it available until the data has been checked and your team has signed off on the move.
What we need from you
Read access to your current system or your spreadsheets, one contact person, and someone who signs off. See “What we need from you before a HubSpot project starts.