Multiple Data Sources and old data
Feb 4, 2019 9:44 AM
I am working on a project where they have an existing HubSpot instance, this has been running for a few years. There are also 2 other systems with client data held within. The data in HubSpot at account level is inaccurate and out of date.
The goal is to have 1 correct version of the client data in HubSpot in order to start running marketing specific to the contact.
We have a right mixture of data quality in the systems. Many of the companies lack domains in the other systems, but the company may exist in HubSpot already, the same is true of contacts and emails.
Any suggestions on best practice and method to getting the data prepped and ready to go into HubSpot and then overwriting or creating company/contacts and how I can then find all the contacts and companies that were not part of that import so that they can be adjusted or removed accordingly? Will I need to export everything and match it to HubSpot IDs, or should I just delete the lot form HubSpot and start again?