hubspot data migration tips & tricks

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Hubspot Data Migration Tips & Tricks

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Page 1: Hubspot Data Migration Tips & Tricks

Hubspot Data Migration Tips & Tricks

Page 2: Hubspot Data Migration Tips & Tricks

What You Will Get Out of This…

A helpful resource for understanding the components of a successful data migration into Hubspot CRM, such as:

✦ The different methods available to perform a data migration

✦ How to prepare your database for the migration

✦ The ways Hubspot CRM is unique in how they treat data

✦ Tips to reduce errors during the migration process

Page 3: Hubspot Data Migration Tips & Tricks

Choosing How to Migrate✦Spreadsheets: Upload data manually from CSV files. This method requires little to no technical expertise, but will result in some data loss. For example, Hubspot does not support import of tasks or engagements and they do not import object relationships.

✦API: Migrate data directly between your source and destination tools. For this method, be ready for hands-on coding.

✦Import2: A fully automated service for a full data transfer. No spreadsheets, no coding.

Page 4: Hubspot Data Migration Tips & Tricks

Be Prepared1. Backup your data!

2. Create your custom fields and/or values and add them to your page layouts (Make sure if you create picklist values that they match the capitalization, spacing, etc. of your incoming data exactly if you wish them to be mapped automatically)

3. Setup your Deal stages so that your incoming data is assigned to the correct stage (Make sure these stages are named exactly the same as the incoming data if you wish them to be mapped automatically)

Page 5: Hubspot Data Migration Tips & Tricks

4. Create all of your users so that you can assign correct record ownership of the incoming data

5. Configure your timezone so that the dates and times appear the same as your source (This is especially helpful for consistent reporting if you set up reports based on date ranges)

Be Prepared

Page 6: Hubspot Data Migration Tips & Tricks

How is Hubspot’s Data Model Different?

✦Hubspot does not have Lead records. If your source CRM had Leads, these will be transferred to Contacts in Hubspot

✦Hubspot does not have a default property for Tags. If you wish to retain Tags from your source CRM, simply create a custom text field to house this data

✦Hubspot does not support attachments on records like Contacts or Companies. You can attach items instead to Notes in order to retain these files

Page 7: Hubspot Data Migration Tips & Tricks

Did You Know?Hubspot has a feature that will auto-associate Contacts to Company records based on email address domain. They will also auto-create Companies from your Contact records if one does not already exist. You can read more about it here.

We recommend disabling this feature during the migration in order to avoid duplication of incoming data (this will ensure you are only importing the Companies from your source tool)

Page 8: Hubspot Data Migration Tips & Tricks

Did You Know?Hubspot does not support setting audit fields (such as created or updated dates) during migration. As an alternative, you can create a custom field in order to retain this data from your source CRM.

Page 9: Hubspot Data Migration Tips & Tricks

Resolving ErrorsEven if you spend time

preparing for your import, you may still encounter data

validation errors that you need to address in order to migrate

all of your data.

Check out our FAQ site to find explanations and guidance to fix the most common Hubspot

data validation errors.

Page 10: Hubspot Data Migration Tips & Tricks

Want Some Additional Help?

If you are intimidated by doing the migration yourself, or if you are currently struggling with the process, let us know! We will be happy to

help you complete a successful data migration.