CRM and Integrations Updated
How do you migrate to HubSpot without losing data?
The short answer
Audit and clean your current data, map every field to HubSpot, test with a small batch, then move the rest and compare record counts. Keep the old system available until your team confirms nothing is missing.
Key points
- Export a full backup first.
- Remove duplicates and outdated records.
- Map each old field to a HubSpot property.
- Run a test import and check it by hand.
- Compare counts after the full move.
Official references
Migration steps
- 01Back up everything in the current system.
- 02Decide what to move and what to archive.
- 03Clean duplicates, bad emails, and empty fields.
- 04Build the field map and create missing properties.
- 05Import a test batch and review it.
- 06Import the full data set, including associations and history.
- 07Rebuild workflows, forms, and reports.
- 08Train the team and retire the old system.
Data that is easy to lose
- Links between contacts, companies, and deals.
- Notes, emails, and call history.
- Attachments and files.
- Original lead source and create dates.
From our team
How Proven ROI helps
Proven ROI migrates data into HubSpot from other CRMs, spreadsheets, and industry systems, and checks record counts and associations before launch.
Talk to a real personCommon follow up questions
- Can we keep using the old CRM during migration?
- Yes. Most teams set a cutover date and do a final import of any changes made before that date.