Post by Prisila on Nov 9, 2023 0:32:18 GMT -5
It is better to spend time homogenizing your data and looking at the small details, even if it means delaying the timeline a little bit. Some of the points that should be reviewed in depth when validating a database clean up include Select and optimize the fields that are needed in the new system. Complete missing and relevant information, such as email addresses and names. Unify the format and naming of drop down field values. Standardize the format of date fields. Check that associations between objects contacts, deals and companies, for example make sense and reflect accurate information. Remove any obsolete data entries. . Prepare your HubSpot platform for migration In HubSpot, the different fields that provide information about CRM objects are called "properties". Once you know the data that you are going to transfer to HubSpot, your team or partner agency will need to create "custom properties.
Before getting started, you should also check that the fields you want to use photo editing servies are not already in HubSpot by default for example, basic fields such as email or first and last name are already included in HubSpot and you must be careful not to duplicate them. . Map the fields of your former CRM to HubSpot properties Once you have the properties created and both sides of the equation are ready your former CRM and the HubSpot CRM , the next step is to map and associate the property values. For example, this includes the values found in dropdowns and multiple choice properties. You must take into even the smallest details, like uppercase and lowercase letters, accents, spaces, punctuations, etc.
This mapping table will allow you to control your CRM's structure and will serve as a guide for CRM importation and use. . Perform a test migration to HubSpot and validate the data Before going full speed ahead, it is recommended to perform a sample migration first. This basically means importing a small data section and reviewing the results, so that you can detect formatting errors and unforeseen complications. To be thorough, you should compare the accuracy and associations between the data. Once you have finished all the adjustments, it's time to perform the final import! If you have followed these steps, you should not encounter any complications when doing your final import. But never say never! Unforeseen events can always occur, so you should maintain access to your previous CRM for a few weeks in case you need to make any corrections or adjustments to the transferred data.
Before getting started, you should also check that the fields you want to use photo editing servies are not already in HubSpot by default for example, basic fields such as email or first and last name are already included in HubSpot and you must be careful not to duplicate them. . Map the fields of your former CRM to HubSpot properties Once you have the properties created and both sides of the equation are ready your former CRM and the HubSpot CRM , the next step is to map and associate the property values. For example, this includes the values found in dropdowns and multiple choice properties. You must take into even the smallest details, like uppercase and lowercase letters, accents, spaces, punctuations, etc.
This mapping table will allow you to control your CRM's structure and will serve as a guide for CRM importation and use. . Perform a test migration to HubSpot and validate the data Before going full speed ahead, it is recommended to perform a sample migration first. This basically means importing a small data section and reviewing the results, so that you can detect formatting errors and unforeseen complications. To be thorough, you should compare the accuracy and associations between the data. Once you have finished all the adjustments, it's time to perform the final import! If you have followed these steps, you should not encounter any complications when doing your final import. But never say never! Unforeseen events can always occur, so you should maintain access to your previous CRM for a few weeks in case you need to make any corrections or adjustments to the transferred data.