During a CRM data migration, you’ll need to create a map between the data in your old CRM and what that data will look like in your new CRM.
You’ll have to consider data groups like:
- Contact information
- Social media information
- Email information
- Web analytics history
- Custom groups
That data might look like these field types:
- Checkboxes
- Date picker
- Dropdown select
- HubSpot user
- Multi-line text
- Number field
- Radio select
- Single on/off checkbox
- Single-line text
This data exists in one of two main states during a migration:
- Existing
- To be created
With this template, you can organize the following information into a Property Field Matching Database:
- Hubspot Property Label
- Hubspot Property Internal Name
- Description
- Group
- Field Type
- Property Status in HubSpot
- Options
Make a copy of this template to match data from your old CRM into your new CRM