[Resource] Migration Data Property Matching Template

maggiebutler
HubSpot Moderator

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

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