Clean and map a small representative dataset before migrating everything. Agree on required fields, deduplication, ownership, and the sales stages the team actually uses. Validate records, relationships, and permissions before the final cutover.
What to do next
Audit the source data
Identify duplicates, missing owners, unused fields, and inconsistent stages. Decide which records should be archived rather than moved.
Run a small test import
Map fields and relationships, then inspect contacts, accounts, deals, and activities. Have actual users verify their daily workflow.
Control the cutover
Keep a backup, define a temporary change window, and document rollback steps. Reconcile record counts and key reports after migration.
Useful tools to explore
Open a profile for more detail, or check the vendor’s current plans.
Marketing teams and growing businesses considering HubSpot for this job: Marketing, sales, and customer relationship tools.
Sales and customer relationship teams considering Salesforce for this job: Customer relationship and business workflow platform.
Before you decide
- Document field mappings and transformations.
- Confirm opt-in and access information survives.
- Keep an export of the original data.
Matching record counts alone does not prove that relationships, owners, or permissions migrated correctly.
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