Moving your home. Migrate to HubSpot

Are you about to get HubSpot? If so, migrating data will probably be one of the first things you do. A successful migration of your data saves time and allows you to create the right foundation. Unfortunately, many people overestimate their ability to migrate data themselves, making this step unnecessarily costly.

Many aspects to take into account

Experience that saves time and money

Migrating data is much more than export and import of data. It is a mapping, a major cleaning, a basic strategy and a foundation for everything to come. With hundreds of completed migrations, large and small, from most systems on the market, we come in with a unique experience. This experience paves the way for a successful migration and thus also a successful start for you.

Lay the right foundation

Exporting a file from one system to another is easy. But without thinking, you risk repeating the same mistakes that made you want to change systems. To understand how different data models work, to look up and clarify "how do we really want to work?" will form the basis of the new set and how old data enriches the new. A migration is as much strategy and scalable data mapping as it is actual execution. Redo, and do it right!

Different types of migrations

Technically, there are several ways to do a migration and the choice of method is a result of the strategic work. Sometimes the classic CSV file can prove to be the right solution. But,there may also be third-party solutions that facilitate and seem cost-saving, or in more complex cases, an API connection between your old system and HubSpot is usually the solution. We guide you to the method that is best in your particular case!

Common pitfalls when migrating

There are many things to consider when migrating. Common pitfalls are a lack of understanding of how data actually lives (data models), knowing what is relevant for you, future-proofing and lack of planning. Furthermore, the overlap and agreement times between your systems are important to take into account in planning and too many people fail to clear redundant data during a move. All in all, this means that guidance from an experienced party like Invise can save you a lot of time and money.

The reasons can be many

Time to change CRM

Are you facing changing CRM and moving to HubSpot?HubSpot. You are not alone. The most common reasons we see for switching to HubSpot are to gather all the company's teams in one and the same system, to get a 360 view of the customer journey and on top of that comes HubSpot's simple and intuitive interface. In connection with the change, the migration of your data will become relevant. We recommend that you meet one of our specialists early on to hear how and what benefits you will achieve by letting us help you with the migration. A migration is much more than an export > import. It's an opportunity to clean up, think and create a promising start in your new system!

Consolidate the marketing tools

Do you use several different market systems today and notice that your data is scattered? It's common! The SaaS revolution that has been has caused many companies to spread out across countless platforms. At first, the cost appeared modest and the intuitive appeal, as narrow systems tend to seem easier to understand. But after several years and platforms, many people notice that the total cost is not so low. At the same time, maintenance, responsibility over data and many other things become difficult in using a wide range of market systems. We help you migrate all this scattered data to HubSpot so that you can get the best possible conditions to develop your marketing work.

Move data from multiple systems to HubSpot

It is not only marketing and CRM systems that need to be moved. Usually, you have other systems for, for example, the support department or the customer success team. Since equivalents of these functions are found directly in HubSpot, it is also common for us to migrate data from other company-specific systems and platforms. Perhaps you have a self-built system that has started to take on a life of its own? We support migrations from all platforms. If you can get the data out – you can generally get it in too!

Migration methodology

Mapping and planning
Preparations
Testing
Migration and validation

A typical migration — in 4 steps

Mapping and planning

Mapping needs and data
Scoping
Timeplan
Distribution of responsibilities
Choice of method: API, CSV or third-party service

Preparations

Create HubSpot dev portal/sandbox
Prepare the HubSpot environment
Wireframe data mapping
Build the migration tool

Pre-migration testing

Test migrations in dev portal/sandbox
Validate results
Potential revisions

Migration and post-migration testing

Perform migration
Validation and verification of functionality
Follow-up

Efficient migration to HubSpot

Make the switch to HubSpot to unite teams and gain full visibility into the customer journey with a user-friendly system. Optimize your data and processes for a successful start.

Collect everything in one

Choose HubSpot to bring all teams together in one system and get a 360-degree view of the customer journey, enhanced with a simple and intuitive interface.

Optimized transition

Take advantage of our expertise to clean up your data and ensure an efficient migration, giving you the best possible start in HubSpot.

HubSpot Elite Partner

Not only are we one of EMEAs highest rated Elite Partners, we’re also an accredited HubSpot partner - CRM implementations, HubSpot Onboardings or Custom Integrations.