DATA MIGRATION
We follow a five steps process for the migration; Kickoff: Mapping, Test, Full integration and Quality Assurance.
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HubSpot Migration
This is the moment you can
do something with your data
Moving from one system to another can be a huge headache. With our HubSpot migrations services, we can make this a smooth journey so you don't lose valuable data.
Don't let data slow you down
If your data is unreliable, you’re making ill-informed decisions. If your data is hard to navigate and takes time to organise, you’re working inefficiently. And, if you’re manually sourcing data from multiple sources, you’re managing (and paying for) software you don’t need.
HubSpot works as a centralised business platform
Whatever your data looks like, wherever it currently lives; you can migrate it into Hubspot.
Don’t lose valuable data
Would you like to know that the data you’re working with is totally reliable? We can make that happen.
Using a data assessment from our expert team, you can be confident you’re only moving relevant, useful and current data. Because if your data’s incorrect, you’ll make incorrect assumptions and decisions.
But following the advice in our assessment and your own best judgement will mean the data migrated into your HubSpot portal will be more reliable, more accurate and more effective.
Our process for HubSpot migrations
INITIAL DATA AND SYSTEM MIGRATION ASSESSMENT
A migration assessment saves you time and money and is mandatory for all of our clients.
DATA QUALITY ASSESSMENT
With this add-on we check your data and propose data cleansing efforts to get quality data into HubSpot.
Phase 1
Migration Assessment
A migration assessment saves you time and money and is mandatory for all of our clients. Often times there can be a lack of structure in our clients’ existing systems and with an assessment we make sure that you have the right foundation for growth.
The timeline is approx. 1-2 weeks from the first meeting.
What is included
- Research on system
- Migration scoping call with you (2 hours)
- Object mapping
- Documentation of solution & proposal
- Present solution for you (1 hour)
Expected outcome
- Price for migration
- Estimated timeline for migration
- What is required from both parties
Phase 2
Optional data assessment
With this add-on we check your data and propose data cleansing efforts to get quality data into HubSpot.
The timeline is approx. 1-2 weeks from the first meeting.
What is included
- Startup call with you (30 min)
- We do research on data
- We document data quality assessment and give you proposal if you want us to perform the cleansing efforts
- Data quality assessment review and next steps with you (1 hour)
Expected outcome
- A list of action items for data cleansing
- Estimated from Avidly on cleaning the data as part of the migration
- PRICE: Offered based on objects and volume from the Migration Assessment
Phase 3
Data Migration
We follow this strict five steps for performing the migration.
Kickoff
- Intro to migration specialist
- Alignment on criteria, responsibilities and use cases
- Introduction/overview of project plan
Mapping
- Mapping is documented in a before and after state
- The mapping is reviewed and sent for approval
- Once approved, the mapping is complete
Test
- Testing
- A subset of data is sent through with mapping logic that was finalized
- Multiple tests with same subset can be run with adjustments/verification*
- Custom selection of records or different subset of data will be additional work
*Note that if the number of agreed tests to be exceeded, the client will be informed about the added costs.
Full integration
- Depending on API call limits/files could be 1-4 days on average
- Integrations, workflows and fields configuration will be paused
Quality Assurance (QA)
- You give us feedback on the data accuracy
- Inaccuracies will be checked by Avidly’s team
- This process happens for two weeks after the migration has been completed
You’ll have direct involvement at 3 key stages of the migration project:
- During the initial assessment phase and reviewing the proof of concept
- As part of the migration phase
- And as part of the quality assurance step
While we can identify the best way to map your data into HubSpot from your existing system and ensure HubSpot is set up for success; it’s your data and your solution to scale your business. Your involvement will directly impact the duration and success of your project.
What you can count on Avidly to bring to the party is HubSpot knowledge, data migration expertise and friendly assistance (because we love HubSpot and we love making data work better).
Global Partner of the Year - 5 years in a row
Out of the thousands of HubSpot agencies out there, we have officially got the reward HubSpot Partner of the Year - five times in a row! That is a title that means a great deal to us all and that we have maintained for four years running.
Proven Elite HubSpot Partner
Avidly is one of only a few Elite HubSpot Agencies. This means HubSpot recognises us for our understanding of the platform and our ability to implement the best solutions for our customers.
HubSpot's Partner Directory
It's easy for us and HubSpot to say we're good at what we do, but you an hear the same accolades from companies like yours who are using our services to help them grow. See reviews from over 200 customers about their experiences in HubSpot's Partner Directory.
What kind of data can we move into HubSpot?
Basically anything and everything. Some kinds of data are tricky — such as contact behaviour history and interactions or activities — but can always be figured out.
What kind of data should we move?
We don’t advise taking all your data into HubSpot; only take relevant and up-to-date data.
For example, audit if you really need all the tasks and steps in your existing data. Because remember, HubSpot will populate and capture new data extremely quickly: Don’t feel like you need to migrate data ‘just in case you need it.’
For example, audit if you really need all the tasks and steps in your existing data. Because remember, HubSpot will populate and capture new data extremely quickly: Don’t feel like you need to migrate data ‘just in case you need it.’
Do we lose data in the migration process?
No — you’ll only lose what you want to lose.
We’re confident in saying this because we put such importance on the initial assessment during the planning stages of the project.
What about our files and data? Can we still get them if needs be in the future?
Of course. Any old data sources will still be there in a static state — but HubSpot will be your new, live data source of truth.
When can we start using HubSpot with our data in the system?
This always depends on your project plan. It’s different every time — that’s why the initial assessment is so important to get right.
Your migration project will be the right length of time to ensure you get the data you need inside HubSpot and stored in all the right places.
Does the HubSpot migration service integrate other platforms?
No, this is just a data migration service, but we can support with integrations too. You can read more here about integrating HubSpot with the rest of your tech stack.