CRM Migration
Migration into HubSpot from Salesforce, Pipedrive, Zoho, Redtail and others: identity resolved before import, a rehearsal before cutover, and reconciliation after it.
Identity before import, reconciliation after
Whether the target system can be trusted after a migration is decided before any record moves.
Source data is profiled first. A unique identifier is established for matching records across systems, deduplication rules are agreed, and the mapping states what happens to values the target does not recognise.
The import is then rehearsed and reconciled by record count and control totals. It is not declared complete.
The shape of the engagement
Phases, their overlaps, and the point at which each is accepted. Durations are scoped per engagement; the sequence and the acceptance points hold.
Buy this engagement
Migration is priced from the record and object counts in the source system.
| Item | What it covers | Price | Add to cart |
|---|---|---|---|
| Data Migration | Migration into HubSpot from another CRM or spreadsheet: mapping, dedupe, validation and cutover. | from$2,500 | SCOPE IT |
Scope not listed here is quoted. The full catalogue carries every item.
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Our work on this
Published research and engagements covering the same subject, so the approach described above can be read at length rather than taken on description.
CRM Data Migration: A Method
Source audit, remediation before import, the identifier that makes a migration re-runnable, and reconciliation as the acceptance test.
Read itLaw Firm CRM Migration
A migration carried out against a live practice, with the sequencing decisions recorded.
Read itWhat is delivered
Each item below is a document or an artefact the client keeps, not an activity performed.
Source profile
Record counts, completeness, duplication rate and picklist inventory for each object in scope.
Mapping document
Source field to target property, the transformation applied, and the policy for values the target does not recognise.
Rehearsal result
A full import into a non-production portal, with the exceptions it produced and their disposition.
Reconciliation report
Record counts and control totals compared to source, with every variance explained rather than tolerated.
What this includes
How it runs
Profiling
Source objects are counted and measured for completeness and duplication, and the picklist values in use are inventoried.
Mapping
Each field is mapped, transformations stated, and a policy recorded for values the target does not recognise.
Remediation
Duplicates and known defects are resolved in the source where practical, since importing them relocates the problem.
Rehearsal
A full import runs into a non-production portal and its exceptions are dispositioned.
Cutover and reconciliation
The production import runs to a schedule and is reconciled by record count and control totals.
Milestones
| Milestone | Accepted when |
|---|---|
| Profile accepted | Source condition measured and agreed, including the duplication rate. |
| Mapping approved | Field mapping and unmatched-value policy signed off. |
| Rehearsal passed | A full import completed with exceptions dispositioned. |
| Cutover | Production import executed against a rollback position. |
| Reconciled | Counts and control totals agree with source, variances explained. |
Ways of working
Migration is ordinarily done-for-you, since the work is technical and time-bounded. The client contributes source system access, a decision-maker for the mapping, and the business knowledge required to disposition exceptions that only an operator can judge.
The engagement plan, the hour budget, the delivery spectrum and the weekly, monthly and quarterly cadence are common to every service and are set out in how we work.
Common questions
CRM Migration FAQ
It is governed by the condition of the source data rather than its volume. A clean single-object export is days; a multi-object migration with duplication and free-text picklists is longer, and profiling exists to establish which applies before a date is committed.
Activity and note history transfers where the source exposes it through its API and where the target has somewhere to put it. Where either is not the case, the limitation is stated during mapping rather than discovered afterwards.
For a defined period, yes, provided one is designated the system of record for each field. Parallel running without that designation produces two divergent datasets and a reconciliation nobody can complete.
They are measured during profiling and resolved before import wherever practical. Importing duplicates relocates the problem into a system where it is harder to fix.
Tell us about your needs and we'll provide a customized solution and timeline.