Data Cleanup Best Practices (BEFORE IMPORT)

Josh
Recognized Expert | Platinum Partner

When it comes to CRM data you've probably heard the old adage, "garbage in, garbage out". It's incredibly important that you clean-up your data prior to an import. Here are some of our best practices:

  • When collecting your data from your previous systems, determine how far back you plan to pull from. In all reality, you probably don't need to migrate all data that has ever existed and the further back you go, the more inaccuracies you will find.
  • When creating and migrating custom properties, determine which properties are being used, and only migrate information that is determined to be accurate and necessary.
  • If you're pulling data from several sales reps, ensure they understand the importance of cleaning their data prior to sending it to their CRM administrator.
  • If your former system doesn't allow for easy cleanup of data, spend time in a spreadsheet updating and removing information. It's tedious and time-consuming, but it will be worth it in the long term.
  • If you aren't confident that your email addresses are healthy, run your email list through list cleaner and only import the ones that are confirmed accurate and fix ones that are outlined as inaccurate.
  • If possible, task one team or individual with data import once the data is cleaned. The team will ensure your data is mapped appropriately and imported with minimal errors.

This isn't an exhaustive list...I'd love to hear your recommendations as well!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

2 Replies 2
sharonlicari
Community Manager

Thank you for sharing this @Josh really interesting! 🙂 


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
JenBergren
Top Contributor | Diamond Partner

Hi Josh!

 

Great list for before import!

 

A major issue we've seen with a lot of clients importing spreadsheets into HubSpot is after they import, they don't take the time to fix any errors and re-upload until there are no errors. And they don't realize these errors are what is preventing all the data from the spreadsheet from being imported into the system. So then they think something is wrong with HubSpot.

 

Though if they followed all your steps before import they should have minimal errors 🙂