Tips, Tricks and Strategies for a Successful HubSpot Data Migration

Описание: You bought HubSpot, are powering through CRM implementation and are finally ready to import data…well, you think you are at least! After all, you simply need to upload a spreadsheet, use a Native App or utilize an API, right? Not quite…

What does this mean? A proper data migration includes a lot of legwork to clean useless system data that is irrelevant to your HubSpot portal, potentially build custom properties and so many other strategic considerations before you import your CRM data.

Need inspiration? Take a look at the default properties available in HubSpot—you may discover that a custom property in your old CRM system is actually a default field in HubSpot. Rather than having to create a HubSpot custom property, you may simply have to adjust your current data's language and map to that default field instead!

In this video, your HubSpot Helper will review:
• different data migration methods and their pros and cons
• key considerations before you migrate data into HubSpot
• step-by-step tips on cleansing your data and setting up an import template
• how to properly associate records across different HubSpot Objects

Want to follow along with the manual method? Take a peek at our two spreadsheet templates to help you set up your data migration process for success!

Download the Migration Mapping Matrix here 👉 https://resources.kiwicreative.net/hu...

Download the Multi-Object Import Matrix here 👉 https://resources.kiwicreative.net/hu...

The two HubSpot Knowledge Base Articles (KBA) we referenced can be found below as well!

Import records and activities here 👉 https://bit.ly/4fIA4UC

Set up your import files here 👉 https://bit.ly/3WQDsUT

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🎦 About "Your HubSpot Helper"

Your HubSpot Helper is a YouTube series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot!

Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and Content capabilities.

Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future.

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🥝 About Kiwi Creative

Kiwi Creative is digital marketing agency for B2B software and technology companies. We are:

• A long-time HubSpot Platinum Solutions Partner
• Leaders of the HubSpot User Group for B2B Technology USA
• Certified in HubSpot's Partner Scaled Onboarding program
• Hosts of the "Your HubSpot Helper" YouTube Series

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Act now and start your journey to HubSpot mastery today 👉 hubspotactionplan.com