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Data Migration

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

Overview

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



Benefits & Outcomes

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  • Seamless Transition With Your Existing Data
  • Improved Data Quality and Organisation
  • Optimised Data for Integrations and Automation

Seamless Transition With Your Existing Data

data-migration

Migrate your valuable customer and business data smoothly into HubSpot, ensuring continuity and avoiding disruption. This foundation supports your ongoing sales, marketing, and service activities without losing critical information.

Improved Data Quality and Organisation

Clean and standardise your data during migration to remove duplicates, correct errors, and ensure consistent formats. This helps create a trusted, reliable database that enhances reporting accuracy and decision-making.

Optimised Data for Integrations and Automation

Align your migrated data with HubSpot’s structure and your integration needs, enabling seamless connections to other systems and smooth operation of automated workflows. This prepares your environment for efficient ongoing business processes.

Inclusions

Getting you set up to run your marketing operations using HubSpot, and enjoy maximum ROI from the
 inbound methodology.

Enquire about this product
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
Internal Brief
Scope Definition
Walkthrough
Instructions for Export
Data Detailed Brief
Data Detailed Brief Review
Access Platforms
Dev Extract Brief
Sample Data Extract Support
Determine Sample Key Metrics
Mapping Spec
QA Sample Dashboard
Brief Dev Team
Create Custom Objects & Properties
Sample Cleanse
Sample Import
Sample Cleanse & Import QA
Full Data Extract Support
Determine Full Extract Key Metrics
QA Full Extract Dashboard
Full Extract Cleanse
Full Extract Import
Full Extract Cleanse & Import QA
Delta Extract Support - -
Determine Delta Key Metrics - -
QA Delta Dashboard - -
Delta Cleanse - -
Delta Import - -
Delta Cleanse & Import QA - -
Cut-over / Launch Support
Cleansing Format
Duplicates
# Properties
# Records
# Objects

Process overview & timeline

Week 1-2Week 2-4Week 4-8Week 8-12
Discovery
Week 1-2
Discovery
Start Research
Design
Week 2-4
Design
Figma Design
Delivery
Week 4-8
Delivery
Assets Provided
Deployment
Week 8-12
Deployment
Go Live!

Our Team & Roles

View our team
project-icon
Project Management
Keeps everything on track.
Solutions-Icon (2)
Solutions

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

Development Lead (1)
Development Lead

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

CRM General
CRM Lead

Creates custom objects/properties and manages imports.

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.

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.

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.

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

  • 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

  • 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

  • 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