Freshsales to HubSpot Mirgation

[Saassolution]

Hello HubSpot community experts, 

Can someone guide me on how I can Migrate from Freshsales to HubSpot please guide the step-by-step process.

[karstenkoehler · Accepted solution]

Hi @Saassolution,

Without having more context, this quite a broad question and thus well suited for assistance by generative AI.

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1. Plan Your Migration

• Assess Your Data:
  Identify the objects you want to migrate (e.g., contacts, companies, deals, tickets, custom fields, notes, etc.).

• Map Your Fields:
  Create a data map outlining how each Freshsales field corresponds to a HubSpot property. Note any custom fields that might need to be created in HubSpot.

• Backup Data:
  Before making any changes, ensure you have a complete backup of your Freshsales data.

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2. Export Data from Freshsales

• Export as CSV:
  Use Freshsales’ export features to download your data (contacts, companies, deals, etc.) in CSV format.

• Clean Your Data:
  Clean up the exported CSV files by removing duplicates or irrelevant data. Ensure the data is formatted properly for import (e.g., date formats, phone number formats).

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3. Prepare HubSpot for Import

• Set Up Custom Properties:
  In HubSpot, create any custom properties that match your Freshsales fields if they don’t already exist.

• Review Data Requirements:
  Familiarize yourself with HubSpot’s import requirements to ensure smooth mapping (e.g., required fields, data type formats).

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4. Import Data into HubSpot

• Use HubSpot's Import Tool:
  Navigate to your HubSpot account’s import section and select the “Import” option.

• Follow the Guided Process:

  • Select File & Object Type: Choose the CSV file and specify the object (contacts, companies, deals, etc.) you are importing.
  • Map Your Fields: Align the columns from your CSV to the corresponding HubSpot properties. HubSpot’s tool will usually offer suggestions based on your headers.
  • Review & Import: Verify the mappings and proceed with the import.

• Import in Batches:
  If you have a large amount of data, consider importing in smaller batches to monitor for errors.

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5. Migrate Additional Data (Notes, Attachments, etc.)

• Notes and Attachments:
  These might not be handled by the standard import tool. For notes or attachments, you might:
  • Use third-party migration tools or HubSpot’s API.
  • Consider manual migration if the volume is low.

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6. Validate and Test Your Data

• Spot-Check Records:
  After the import, review a sample of records to ensure data integrity. Check for missing or mis-mapped information.

• Integrations and Workflows:
  Re-establish any integrations (email, calendar, etc.) and rebuild or adapt workflows/automations within HubSpot.

• Test Functionality:
  Ensure that workflows, pipelines, and integrations are functioning as expected in HubSpot.

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7. Train Your Team and Optimize

• Training:
  Provide training sessions or resources to help your team get accustomed to HubSpot’s interface and features.

• Ongoing Optimization:
  Monitor how your team uses HubSpot post-migration and make necessary adjustments. Take advantage of HubSpot’s support and community resources for any additional tips or troubleshooting.

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If you have more specifics of follow-up questions, let me know.

Best regards!

[Saassolution]

Hey @karstenkoehler 

We cannot do this with  Freshsales Integration ?

[karstenkoehler]

@Saassolution sure, potentially – that depends on that context that I mentioned. Your budget, the exact data you want to transfer etc.