10-Step HubSpot CRM Migration Checklist
Ginny Grimsley, Mar 11, 2022 12:34:15 PM
Moving your customer relationship data from one place to another (or from one CRM to another) can be as daunting a task as literally moving your household.
Both are best done with a plan.
Migrating your customer information to HubSpot from another CRM or from Excel spreadsheets or legacy email systems (or even handwritten notes) demands a plan, so we’ve put together a checklist that can put you in the right mindset to undertake such a big change.
- Manage the Change
- Decide Who’s Responsible (DARCI Model)
- Identify Your Data Sets + Structures
- Decide Which HubSpot Tools You Need
- Export Your Data
- Save Your Files
- Choose an Expert Team to Help
- Pilot the Data
- Clean Up
1. Manage the Change
First, prepare your organization for the change. It’s a big deal. Most members of your team depend on your CRM (or your contact list) to nurture leads, serve your clients directly, share your newsletter, or make current customers aware of a new product or service.
When people are comfortable using the software or tool they’ve been using (even if it doesn’t do the best job for everyone), it’s hard to convince them it’s time for a change.
This is where a growth mindset in your organization comes in handy.
When your teams are agile, accustomed to transparency, and open to change, upgrading (and thus making your organization stronger) is easy.
If your teams are struggling with adopting a new CRM or changing to one that works better for your company, here’s an article to share with them that might help them understand the value in the shift.
As well, consider some workforce training to make sure everyone will be able to use the new system when your migration is complete.
Pro Tip: HubSpot’s Knowledge Base alone can do this for you–and they have free training through HubSpot Academy as well.
2. Decide Who’s Accountable (DARCI Model)
With all of the people working together to migrate this incredibly important asset (your customer data), it’s important to create a plan for who’s responsible for what and when.
The DARCI model is a good system for establishing clear accountability so that team members understand both their own role and the role of everyone on the project.
DARCI is an acronym for the following roles:
- Decision Maker(s)
When each person on the project is assigned one of these roles within their overall job on the project, everyone is aware who must be consulted before anything final happens (and all the way down the line). Super helpful. Indispensable, really.
3. Identify Your Data Sets + Structures
It’s a project in itself to determine exactly what kind of data you need to move. It’s the very first thing you should do once you have your team on board to make the shift.
Here’s a short list of data elements you might have (and want to hold onto):
- Customer Interaction Logs
- Demographic Information
- Contact Information
- Customer Preference Data
- Customer Purchase History
Once you determine the data sets you want to keep track of, you can then make a decision about the data structures you’ll need to have in place inside HubSpot. (A “data structure” is the method you use to organize, monitor, store, and alter your data elements).
If you know your data sets and the data structures you’ll need to manage them, it will be easier to determine exactly which HubSpot tools will work best for your organization.
4. Decide Which HubSpot Tools You Need
HubSpot was built from the ground up and called “HubSpot” for a good reason: each tool connects to all the others through hubs that spread out in a circular format much like a web.
But not all teams need all the tools.
Going through the process of determining what data sets you want to move–and what kind of structure you’d like to manage them–can help you understand which HubSpot tools you need (and don’t need).
Here’s a short list of the major tools in HubSpot:
- CRM: The database of contacts you have, contact activity, etc.
- Marketing Hub: marketing emails, landing pages, etc.
- Sales Hub: Deals, email sequences, etc.
- Service Hub: Tickets, ticket pipelines, customer preferences, etc.
- Operations Hub: data sync, workflow automations, etc.
- CMS: your website itself, forms, blog, resources, etc.
5. Export Your Data
Export or gather your data records in CSV, Excel, or google sheet format. Multiple files are okay!
6. Save Your Files
Creating a backup (of everything, really) is the best strategy to prevent data loss–and your CRM data is an asset that a business can’t afford to lose.
Make sure to make a backup of these important fields and groups:
- Customer databases
- User documents & files
- Document templates
- Generated reports
- Generated exports
A backup gives the added benefit of taking any stress off the situation.
7. Choose an Expert Team to Help
A certified, experienced team of HubSpot migration experts to stand by your side during your migration can make a big difference in time, money, and eventual functionality of your data at its new HubSpot home. Because one issue can put you right back to square one.
Plus, a HubSpot migration specialist can help you check off items on this list and help you draft a specific migration plan for your business.
8. Pilot the Data
It’s never a great idea to migrate everything in one fell swoop, so conduct a trial run so that you can adjust your processes before you have so much data in the new CRM that it takes more work to fix it than to adjust.
Transfer part of your data first, then take a look before migrating more. That way, you can fix errors early.
Pro Tip: Choose a testing sample for every data set, structure, and location where that data will live to make sure everything is working correctly.
Once you know everything is working correctly, migrate all data into your HubSpot CRM. A smooth transition is worth celebrating at this point because, whoa! You and your team have done a great job, and it’s definitely going to pay off in happier prospects, customers, and team members. It’s a good day.
10. Clean Up
Now that your data has been situated safely in your HubSpot CRM, validate that it’s been moved correctly before you begin to use it as your one single source of truth for your business.
Manually check random records that are important to your specific business to make sure the correct data is accessible in the right places. Also, check for duplicate records, and whether anything needs to be merged. Once that’s done, you’re good to go!
Following a plan like this one–that your entire team buys into–goes a long way toward creating trust that your data will be safe and secure during this ever-important transition.
It also ensures your HubSpot investment works like a charm now and for years to come–and that your business benefits from HubSpot’s innovative features and tools.
Growth’s team of HubSpot experts often helps our clients with migrations, and a checklist like this one is a good way to put things in order no matter who’s going to do the heavy lifting. But, if you need big HubSpot muscle, just ask us for help. We’re HubSpot Platinum Solution Partners, and we’re right here.