On the market today, a few data migration tools offer direct API to API migration functionality. Additionally, you can use middleware or iPaaS (integration platform as a service) solutions. The iPaaS suppliers will want to get you on a contract for a longer term of time, and since they are created for continuing data syncs, they will be unnecessarily complex and challenging to understand for your use case, thus we would recommend the technologies built for data migrations specifically.
We recommend looking at the data migration wizards available on the market that are designed specifically for migrating data from Close to HubSpot, as they are easier to use. It's important to know that the main difference between these programs is that some require you to manually create each custom field, which is time-consuming and accounts for half of the migration. Other programs create custom fields automatically, which will save a lot of time and make your time more valuable. It is important to make sure that you have checked all the options.
To guarantee that your mapping, testing, QA, and delta transfer run without a hitch, Trujay offers a data migration wizard software and even an additional option with guided support.With it, your Close import data will become much easier.
Run as many free random samples as you'd like using Trujay's migration app. The goal is to keep experimenting with the mapping until the sample data is displaying precisely as you want it to. Once you’re happy with the mapping, then you can run the full migration Close to HubSpot and make a payment.
So, choosing a specialized company to migrate your data is the right decision. It will allow you to focus on learning and setting up HubSpot, which is important for you and your business. These companies know Close and HubSpot very well and will ensure a smooth transition, saving you time.
You may already have a CRM implementation partner that has incorporated custom migration into your overall implementation strategy. We believe this is the most beneficial choice, as trying to implement HubSpot on your own can slow down your ROI and underutilize all of its features. If your goal is business growth, you should give HubSpot time to recoup your investment.
The time you save by having a project manager oversee the entire Close to HubSpot migration process allows you to think about things like cleaning up fields and properties, consolidating pipelines or processes, automating procedures, etc.
You have options
To wrap up
So there are several ways to migrate data from Close to HubSpot, which is a great choice, but you need to get the questions right, understand the limitations and define the process and goals clearly.
The volume of data is so large and complex that only data experts or a partner who specializes in data migration can handle the task. We highly recommend reaching out to them to make your transition as smooth as possible and focus on key aspects of your business.
If you need an estimate on a data migration performed professionally by Trujay, you can contact us to discuss the details.