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Data Migration

Work with us to export, transform, cleanse and import your data from one or more platforms to HubSpot.

Overview

This service provides a seamless migration of your data to HubSpot, making sure your business isn't disrupted, but significantly improved instead.  It includes collaborative sessions for planning, prioritisation, importing and launch support. 



Benefits & Outcomes

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  • Seamless Transition with No Disruption
  • Confidence in Data Accuracy
  • Preserve Business Insights
  • Custom-Fit for Your Business
  • Faster Adoption & Productivity

Seamless Transition with No Disruption

data-migration

Move from your legacy CRM to HubSpot without losing critical data or slowing down operations.

Confidence in Data Accuracy

Thorough mapping, cleansing, and validation ensure your team starts with clean, reliable information.

Preserve Business Insights

Maintain historical records, associations, and reporting continuity so your data keeps its value post-cutover.

Custom-Fit for Your Business

Migration includes custom objects and properties, aligning the CRM to your exact processes and structure.

Faster Adoption & Productivity

With duplicates removed and fields streamlined, teams can trust and use the system more effectively from day one.

Inclusions

Our dedicated Solutions Lead will guide your internal champions through data modelling, mapping. cleansing and importing. With tiered product options, you can choose the level of support that best fits your team’s data needs.

Enquire about this service
Tiers
Essentials
Just the absolute basics to get you started. For smaller data sets with minimal cleansing requirements.
Essentials+
All the Essentials plus more properties, cleansing, records and objects.
Accelerator
EssentialsPlus with a final Delta data import. For organisations who have source data that is regularly updated and larger data sets.
Enterprise
Accelerator with more of everything for large or complex data sets or where we are pulling and consolidating data from multiple sources
Chatbot Prep - - - -
Chat Design - - - -
Chatbot Build - - - -
Chatbot Build | Visitors - - - -
Chatbot Build | Emails - - - -
Chatbot Build | Workflows - - - -
Chatbot Build | Contacts - - - -
Chatbot Training - - - -
User Admin - - - -

Process overview & timeline

Week 1-2Week 2-4Week 4-6Week 6-12
Discover
Week 1-2
Discover
Discovery Session
Design
Week 2-4
Design
Data Modelling & Mapping
Develop
Week 4-6
Develop
Cleanse, Import & Review
Deliver
Week 6-12
Deliver
Delta & Go Live!
Drive
Week 1-2
Drive
Optimisation

Our Team & Roles

View our team
Project Management
Keeps everything on track.
project-icon
Project Management
Keeps everything on track.
Solutions Lead

Designs the migration approach and manages stakeholder alignment on structure and scope.

Solutions-Icon (2)
Solutions Lead

Designs the migration approach and manages stakeholder alignment on structure and scope.

CRM Lead

Collaborates with the Solutions Lead to configure a unified CRM and import data.

CRM General
CRM Lead

Collaborates with the Solutions Lead to configure a unified CRM and import data.

Development Lead

Supports when API-based migrations or complex data transformations are required.

Development Lead (1)
Development Lead

Supports when API-based migrations or complex data transformations are required.

FAQs

How long does a typical data migration take?

The timeline depends on the size and complexity of your data, the source system(s), and the level of data cleaning required. Small migrations can take days, while complex ones may take several weeks.

What happens to duplicates and inconsistent data?

Data cleaning is an integral part of the migration process. We identify duplicates and inconsistent records to merge, fix, or remove them, improving overall data quality.

Will all data from the old system be migrated?

Typically, we migrate essential data like contacts, companies, deals, tickets, custom objects and activities. However, during the discovery process, we will confirm what data you would like excluded based on your preferences.

How are data relationships handled during migration?

We carefully preserve all existing associations between records - like contacts, companies, and deals, while also identifying opportunities to add new associations where relevant. This ensures your data is fully connected in HubSpot and even enhanced beyond what was in the original system.

What is a delta in the migration process?

A delta refers to the changes in data (new or updated records) that have occurred in the source system since the last migration or sync. 

How do you ensure data accuracy during migration?

We perform data audits, mapping, and validation at multiple stages - before, during, and after migration to ensure the data in HubSpot matches the source system precisely.

Can we customise fields and objects during the migration?

Yes! We map custom properties and objects from your source system to equivalent structures in HubSpot to maintain the data tailored to your business needs. During the design phase, you’ll have the opportunity to review, select, and rename fields before they’re created in HubSpot - allowing you to customise the data structure and ensure only relevant, clean data is imported.

What happens if errors occur during migration?

We perform a full data import well before the cutover day, which helps us identify and resolve errors early. This approach reduces the amount of data left to import on cutover day and gives us time to make any necessary adjustments before going live.

How do we prepare our team for the new system post-migration?

We recommend you do thorough training sessions, documentation, and change management support to help users adapt quickly and maximise adoption.

Will there be any downtime or disruption during the migration?

We strive to minimise disruption by scheduling migrations during low-usage periods and conducting thorough quality checks throughout the process. For larger migrations, please allow up to two days to complete comprehensive testing and validation before the final cutover.

How does a data migration impact ongoing integrations and workflows?

We assess existing integrations and workflows beforehand to plan for any adjustments or reconfigurations needed to work seamlessly with the migrated data in HubSpot. During imports, we may temporarily disable workflows to prevent unintended actions and ensure the migration proceeds smoothly without disrupting your operations.

Testimonials

  • I’m really proud of the company-wide adoption. It’s being used across sales, marketing, operations and customer service.

    Amrita Sidhu
    Managing Director

    Medianet

  • I’ve just always found that their problem solving and their ability to just come to the table with a solution has been genuinely quite a rare and satisfying experience.

    Andy Antonini
    Head of Customer Experience

    Coronation

  • The team is process oriented, disciplined, and have mapped all our key processes and workflows to a level of detail that I have never seen done before. Very impressive. I highly recommend working with Hype & Dexter.

    Jek Tan
    CEO

    Integricity

  • The team are highly competent, reliable and have deep product expertise, they know HubSpot's product and team extremely well, resulting in a strong and effective working relationship.

    Fabio Pancaldi
    ANZ Sales and Partnerships Director

    HubSpot