CRM Data Migration

Work with HubSpot to migrate your customer data to our CRM

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  • CRM Data Migration

CRM Data Migration

Discover the best way to get the CRM to work for you and your sales team.

HubSpot CRM Data Migration

Our CRM Data Migration service is built for companies who are ready to move their customer and sales data into the HubSpot CRM and need assistance from a HubSpot expert.  You'll provide us with exports from your current system. We’ll review the data and import it into the CRM. Once complete, you’ll be ready to start running your sales team in HubSpot!

How it works:

  1. You'll export your files from your current CRM. Please see below for file requirements
  2. Upload your CSV files
  3. A HubSpotter will review your files and make any necessary adjustments to the files or your HubSpot portal (creating fields, etc.). We'll let you know if we need anything additional from you
  4. We'll upload a sample portion of your data for you to review
  5. Once you sign off, the rest of your data will be uploaded to your HubSpot account

 

Video Overview of CSV Files

We've created a video to help explain the files that we'll need from you for a successful import:

 

 

CSV File Requirements

  • Contacts CSV export. CSV file should contain (column header name in parenthesis):
    • Email Address (email)
    • Company ID field - i.e. ID of the company that the contact is associated with (company_id)
    • Owner email address (must exist as a User in HubSpot prior to import) (hubspot_owner_email)
  • Companies CSV export
    • Company ID (company_id)
    • Owner email address (hubspot_owner_email)
    • Company name (used for de-duping) (name)
  • Deals CSV export
    • Deal ID (deal_id)
    • Company ID (if associating) (company_id)
    • Contact ID (if associating) (contact_id)
    • Owner email address (hubspot_owner_email)
    • Deal Stage (must match a deal stage in your HubSpot portal) (pipeline.dealstage)
  • Engagements CSV import
    • Separate files for: Emails/Calls/Tasks/Meetings/Notes
    • Engagement ID (task_id, note_id, call_id, meeting_id, email_id)
    • Timestamp (mm/dd/yyyy) (timestamp)
    • Contact ID, Company ID, or Deal ID (can include multiple, semicolon-separated)

What can't be migrated:
We're unable to migrate the following items:

  1. Custom objects in your current CRM
  2. Records without unique IDs

What's Included:

  • Import of Contacts/Companies/Deals/Engagements into HubSpot CRM
  • Import of associations between objects (assuming required fields are present in CSV files)

 

Key Details

Price:

Setting: Remote

Level: All Levels

Legal Description

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