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HubSpot Data Migration
Set Up Right From Day One
Data migration isn’t just about moving contacts from one system to another. It’s about preserving the integrity of your business data structure, relationships and historical records as you transition into HubSpot.
What is Data Migration?
Data migration is the process of transferring your existing business data from one system to another, like moving to HubSpot. If done poorly, it can result in disorganised CRM setups, lost customer context, broken automations and frustrated teams. We believe a clean, accurate migration is the foundation for long term success with HubSpot. When your data is properly structured, your teams work more efficiently, your reports are reliable and your automation runs smoothly.
Steps in a Typical Migration
We handle the entire process: mapping, cleaning, testing, and launching your new system, so your team experiences no downtime, no lost records, and no confusion.
1 - Assessment & Planning
We analyse your existing data sources, define the migration scope and objectives, and identify any data quality issues to address upfront.
2 - Data Mapping & Cleanup
We align your current data fields with HubSpot’s structure and thoroughly clean your data removing duplicates, correcting errors and standardising formats.
3 - Pilot Migration
We align your current data fields with HubSpot’s structure and thoroughly clean your data removing duplicates, correcting errors and standardising formats.
4 - Full Data Migration
We execute the complete migration using the tested approach, ensuring minimal downtime and zero disruption.
5 - Quality Assurance & Testing
We align your current data fields with HubSpot’s structure and thoroughly clean your data removing duplicates, correcting errors and standardising formats.
Interested in working together?
Why It Matters
UK businesses lose an estimated £13 million annually due to poor data quality. We believe a clean migration is the foundation of long term success in HubSpot. When your data is structured right, your teams move faster, your reports are more accurate and your platform works as it should.
Common Migration Sources
Other CRMs
Popular platforms like Salesforce, Microsoft Dynamics, Zoho CRM, Pipedrive, SugarCRM and more.
Spreadsheets & CSV Files
Many businesses keep important contact lists, sales data, and other records in spreadsheets like Excel or Google Sheets
Marketing Platforms
Tools such as Mailchimp, Marketo, DotDigital, ActiveCampaign and more
Customer Service Tools
Systems like Zendesk, Freshdesk and Help Scout that track customer tickets and support interactions.
Legacy Databases
Older or bespoke databases that often contain critical business data.
Project Management Tools
Platforms like Asana, ClickUp, Jira and Trello that are used to organise tasks and projects
E-commerce Platforms
Tools like Shopify, WooCommerce and Magento that hold your product catalogs, orders and customer purchase history.
Email Platforms
Outlook, Gmail, and similar email systems that contain crucial communication history.
FAQs
Can you migrate from systems not listed above?
We can migrate from most platforms. If your system isn’t listed above, just let us know and we’ll investigate the best approach to ensure a smooth migration.
Will we lose any data?
We aim to preserve all relevant business data, however, depending on your current system’s structure and export limitations, some data types may not be fully transferable. We’ll assess everything upfront and let you know exactly what can and can’t be migrated
Can you help us set up HubSpot after the migration?
Absolutely. Migration is often paired with our Implementation service. We ensure your portal is fully configured to use the migrated data effectively.
Do you migrate custom objects and workflows?
Yes we support migration of custom objects, fields and process logic. We can also rebuild essential workflows in HubSpot if needed.
What if we already tried migrating and it went wrong?
We can help clean up and correct a previous migration. We'll run a full audit, identify issues and rebuild what’s needed to get you back on track.