his is usually the step that deserves the most attention when a company implements HubSpot. Hububble helps companies migrate customer data scattered across Excel files, legacy CRMs, marketing tools, and other systems into HubSpot, completely and accurately.
Here's a situation we see all the time: every sales rep maintains their own Excel file, and the same customer appears in three different forms across those files, such as "Taiwan XX Co., Ltd.," "XX Company," and an English name. Some contacts have already left their companies, and some deals have been sitting open for three years. There's no need to bring that outdated data into HubSpot. We help companies clean it up first.
That's why we never just "move the data over." Instead, we follow these steps:
- Inventory data sources: Together, we identify which files, systems, and people hold your data, and decide what should be migrated and what can be archived.
- Clean and deduplicate: We merge duplicate companies and contacts and standardize field formats such as company names, phone numbers, and countries.
- Map fields: We map existing fields to HubSpot's standard properties, and create custom properties where HubSpot doesn't have an equivalent.
- Design the data architecture: Based on your actual business processes, we design Contacts, Companies, Deals, and Pipelines, along with the associations between them. For example, which contacts belong to a company, and which deals are in progress.
- Run a test import: We start with a small batch of data and confirm the results with you before moving forward.
- Complete the migration and verify: After the full import, we check record counts and key fields item by item to make sure nothing is missing or misplaced.
Once the data is migrated, the real work begins. We use this opportunity to help your company establish a shared set of data governance rules, such as which fields are required, how company names should be written, and who is responsible for maintaining each record. Your marketing, sales, and customer service teams will then work from the same customer data, giving your company a true Single Source of Truth. You won't find yourself back to everyone keeping their own Excel file six months later.
Very little preparation is needed on your side. Simply provide your existing data files or export access to your current system, and assign one point of contact who knows your business processes well to help confirm field definitions and review test results.