Everything you need to know about migrating your existing data into HubSpot.
When you start your HubSpot journey, your dedicated HubGem Consultant will discuss the best approach to migrating any existing data into your HubSpot account.
You can migrate your data into HubSpot in a couple of ways:
1) Import from a spreadsheet
This is the most common approach with our education and non-profit customers.
How complex this is, really depends on the state of your existing data and how your data is currently structured. You will also need to consider which data you want to import - all contacts, just prospects, contact information only, or contact information with notes and multiple associated records.
For example, in a school, you may be moving from an MIS system such as iSAMS or SIMS that has the child as the main record, and just a few data points held on the parents (such as contact information).
In a college, you may want to import a range of contacts from prospective students to business contacts or alumni.
In a non-profit, you may want to import data on donations as well as contact information of your donors.
We aim to identify cleansing needs first, you will then need to carry out the cleansing - we encourage you to complete this as soon as possible to avoid data becoming outdated. Depending on the onboarding or support plan you are on, we may also complete the imports for you.
2) Integrate your existing system
Used only for large amount of data or highly complex data structures. It is rare that we recommend integrating with your existing system solely for initial data import, more often than not, importing from a spreadsheet is the best approach. However, in scenarios whereby you are planning on integrating another system on an ongoing basis, including data transfer as part of the integration can be a viable option.
A custom API integration
This could be one way or bi-directional data transfer, and would be a separate project involving our developer, what this type of project looks like very much depends on what you are trying to achieve, the API capabilities of the systems you want to integrate, and how well the fields in each system can be mapped.
Speak to us about your requirements.