[Resource] Migration Data Property Matching Template

[maggiebutler]

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

https://docs.google.com/spreadsheets/d/1zp8XOLRrDH1IQxihtBGA662wiGBUNcCWML4WB51nPDA/edit#gid=0