Best Practices, Limitations, Options, and More...
Insightly to HubSpot migration
What are my options for
converting Insightly to HubSpot?
Data is the foundation for any business. CRM is one of the most important investments as it aims to automate all work processes and increase revenues. If this is not the case, and your CRM, such as Insightly, is no longer up to the task, you should consider migrating to HubSpot. This process is more complicated than the initial implementation of the software. Of course, your new CRM should solve the existing problems in Insightly.
When you have already decided on the Insightly to HubSpot migration, you can use three options to achieve this goal:
-Using the migration tool;
-Using a CRM Migration specialist.
The choice is yours as every business is unique. You might have resources you can trust the weight of the entire company's data on to execute the process seamlessly and without data loss, you might not. Hopefully we can show you enough options so you can make a plan before moving on.
If you are confident in your abilities, if you know a little bit about this process and if you have a small amount of data to transfer, then this path is for you.
A wizard import tool or
You can select this option if your old and new systems have much in common. In this case, you will have to use a third party application or the Data Import/Export Wizard. There are a few data migration tools from Insightly to HubSpot out there on the market that provide direct API to API migration functionality.
A custom migration
This option is an opportunity to carry out high-quality data transfer between CRM systems. Moving to HubSpot with the help of specialists will take less time, and the work of the sales team will not be disrupted.
Option 1: Migrating myself and using the CRM vendor’s import tool
Before you start Insightly to HubSpot migration on your own, you need to develop a strategy. Consider all options and evaluate the possibilities. Do not forget to clear your database of outdated and irrelevant data, this will help you avoid wasting time. You must be sure that you will not lose anything. In this case, without experience, there is a risk of making many mistakes.
Option 2: Migrating with a wizard import tool or an integration tool
The Migration Tool is a specially designed application that will help you migrate your data to HubSpot. Its main task is to analyze and identify all your data, objects, structures and bring them into a new CRM in accordance with the final result.
Does the CRM you’re moving to have an object just for Contacts? Or do they host two objects “Contacts” and “Leads”. If you’re moving into this system or moving away from, how will this get handled and will it make sense after the move? Will you still be able to differentiate from the two? In order for your files to move to the right place, you need to do a field mapping. It involves matching the data fields in your current CRM to those in the new CRM you’re migrating to.
With Trujay, you can run any number of test migrations until you're satisfied. When you like one of the examples, you can pay and start a full migration from Insightly to HubSpot.
Free Sample Migration Demo Video
Step by Step screens of Trujay’s Self Service Migration Wizard
Option 3: A custom migration
This option is probably one of the best. Data migration should be closely supervised by specialists, as they provide ongoing support. In this case, you will receive a migration customized to the needs of your business.This is a simple, secure and smooth migration. Our employees will competently and professionally install the software complex, as well as help to understand the functionality of the system and transfer all the necessary data from Insightly to HubSpot.
With a custom migration, you might have a CRM implementation partner where they have fit this into their entire onboarding plan with you. The result of an ideal migration is this: sales opened the program and immediately understood what to do, the data was saved, many routine things became automatic. The employee does not remember the old system and does not look into it to check something.
Insightly to HubSpot migration is a hot potato. It takes a lot of effort. Although there are many out-of-the-box porting solutions, it is important to understand that they only apply to generic products without modifications. Check if this is your case. Often, data import is configured individually. For a safe transfer, it is definitely worth involving specialists, they will do it manually using the API. We’ll make sure everything’s done by the book.
The data may be cleaned up by you via the Insightly portal. This will require some effort and time on your side, however it will have no additional cost.
You might request that the data be filtered by the data migration partner as it moves. They can develop custom scripts to only migrate the data you specify if you have identified the problematic data and can provide the partner with bullet points on the data you do not want to transfer to HubSpot.
With HubSpot's segmenting tools, cleaning the data after migration should be a relatively simple process. After creating the filters or custom views, delete them!
What are my options?
Insightly to HubSpot: Objects
|Insightly Objects||HubSpot Objects|
Additional objects will need to be investigated for a Custom Migration
There are various de-duplication tools available that are all reasonably priced. Ask the data transfer partner if they can obtain rates at a discount for you since they most likely have partnerships in place.
Bad or Outdated Contacts
To determine whether emails are invalid, unverified, or catch-all addresses (such as email@example.com or firstname.lastname@example.org), it's ideal to use a program like Neverbounce. From there, you may mark and delete those, and these expenses are also rather little.
You have options
To wrap up
We told you about 3 ways to solve this situation. So, the ball is in your court: take it or leave it. Before deciding on the right option, first analyze your situation: budget, time, amount of data, etc.
This process is simple in theory, but in practice there are many nuances. The more thoroughly you analyze your situation and make a plan, the more you will be satisfied with the result. Keep in mind that when migrating data yourself, you will need experience or support. Without an experienced partner, this path can be difficult.
If you ever would like to discuss your conversion between Insightly to HubSpot, please feel free to contact us here for a quick call.