Best Practices, Limitations, Options, and More...
Close to HubSpot migration
What are my options for
converting Close to HubSpot?
If you are considering migrating from Close to HubSpot and want to know about all the available and fast ways to solve this problem, Trujay is your choice. We'll help you make the right choice and provide all the information you need. In addition, in our article, we will tell you directly and clearly about the migration of Close to HubSpot.
If you only need to migrate Contacts or Accounts/Companies, you can use the standard import tools provided by your CRM vendor. However, if you're migrating something else, it's worth looking into gathering your own resources or using an alternative tool or professional services.
Every CRM vendor focuses more on their software than on how to migrate all the data between CRMs. So before using a vendor's tools, you need to make sure that you feel comfortable working with it, that you're comfortable with the price, schedule, engagement, and other factors.
You can use this option if you need to move a small amount of your core data to HubSpot.
A wizard import tool or
There are a few solutions available for transferring data between Close and Hubspot and those that offer direct API to API capability are also available.
A custom migration
This option will be the best solution for you. This will make your migration process much easier and you can focus on training and configuring HubSpot.
Option 1: Migrating myself and using the CRM vendor’s import tool
So, you should take this into account if you need to migrate basic core object data, including Contacts and Accounts/Companies. You will require powerful solutions that are designed for these connections and complexity when you need to transfer "Opportunities" that have many relationships or multiple pipelines from Close to Hubspot. Once you add products and line items from Close to HubSpot, then the situation gets even deeper and wouldn't be recommended.
Option 2: Migrating with a wizard import tool or an integration tool
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.
Free Sample Migration Demo Video
Step by Step screens of Trujay’s Self Service Migration Wizard
Option 3: A custom migration
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.
What is a Sample Migration?
Sample Migration is a process where we transfer a small part of your records (approximately 10% of all data) to the target CRM platform and estimate the price of a Full Data Migration. You can test our service using the Free Sample Import.
You can change options and rerun the sample migration as many times as you need.
How does Free Sample work?
During the Sample Migration, we take a part of your records and migrate them to your target CRM platform, along with relations between those records. The entire process may take up to 15 minutes; it depends on the specification of your CRMs.
What happens after the Sample Migration is complete?
Once complete, you can review the transferred records in the target platform. Evaluate the results to make sure they work for you.
What is the difference between Trujay and HubSpot tools?
HubSpot's import tool is free but only certain objects can be imported. You must use CSV files and structure the data yourself in order to be accepted by HubSpot's Native tool. With Trujay, we connect your current CRM system directly to HubSpot.
What is a Guided Migration?
A guided migration provides you with a Trujay dedicated CSM that will complete all the mappings for you.
This is an excellent option for people that need an extra layer of support with their migration.
- Everything in Wizard
- Customer Success Manager
- Mapping Verification
- Quality Assurance
- 1 - 2 Week Delivery
What is a Record?
A Record is the data item that exists in the CRM's system
- 1 record = 1 Account/Task/Opportunity/Attachment/Note/Email, etc.
- 1 record = one entity of CRM data (no matter what type is it).
Your current CRM possesses:
- 1 account
- 2 tasks
- 3 emails
- 2 notes.
In summary you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records.
What is a Delta Migration?
A delta migration is the final migration performed during your custom migration process.
It ensures that all the data you have requested to be migrated is transferred and your target CRM is up to date right before the launch.
Can I migrate products to HubSpot?
If you are an authorized HubSpot user and want to migrate products to HubSpot you must have a Sales Hub Professional or Enterprise license. It means that users with assigned Sales Hub Professional or Enterprise seats can create and manage products in the product library and on a deal record.
You can clean up the data yourself in the Close portal. This will require some effort and time on your side, however it will have no additional cost.
You can ask the data migration partner to filter the data on the way over. If you have identified bad data and can give the partner bullet points on what data you don’t want to migrate to HubSpot, they can write custom scripts to only migrate what you specify.
You can clean the data post-migration and should be relatively easy with HubSpot’s segmenting tools. Create the filters or custom views and then delete!
There are several de-duplication tools on the market to consider and all of them are low costs. Most likely the data migration partner has relationships installed and can get the prices at a discount for you, make sure to ask.
Bad or Outdated Contacts
Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (email@example.com or firstname.lastname@example.org). From there you can mark and remove those and these costs are pretty minimal as well.
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.