Once we have the properties created and the entire environment prepared and clean to start working, we must create a table with equivalences between the values we had in our old CRM and those we will use in HubSpot. This also includes the values found in dropdowns and multiple selection properties. We must take into account every detail, including upper and lower case, other languages, accents, punctuation marks, etc. This equivalence table will allow us to have control, at all times, of the way in which the new CRM will be structured; it will work as a property guide to prepare the import, regardless of the method we have chosen.
5. Perform a test migration and validate the data
Before “pushing the red button,” it is advisable to extract a small sample from our previous CRM and import it into HubSpot. This will allow us to detect errors in the format early and see needs that we may engineer database not have thought of before. Once we see the data that we have transferred with the CRM migration, we must compare the veracity and correspondence of the information with the previous system. When we have completed all the necessary corrections and are sure that the format is correct, we will be ready to import definitively.
With all this, if we have followed these steps
once we want to implement the migration we should not encounter any problems or complications. In any case, unforeseen events can always arise, so once finished we should still maintain access to the above chart compares someone with the previous CRM for a few weeks, in case we need to make small corrections or adjustments to the migrated information. Finally, all that remains is to enjoy our new work tool and see that the change to HubSpot’s CRM has been for the better.
If you need more information
Do not hesitate to contact mbudo , we are a HubSpot yeezy 350 boost v2s Diamond partner with experience in CRM migrations and advanced integrations in HubSpot.