TL;DR
Migrating contacts, companies, and deals is the core of any CRM migration. Following the right sequence and maintaining relationships between records ensures accurate data and smooth operations in HubSpot.
A Freshsales to HubSpot migration depends on how well core CRM records are moved and structured. Contacts, companies, and deals form the foundation of sales and customer management. If these records are not imported correctly, it affects reporting, pipelines, and team usage. This article explains how to import CRM data into HubSpot in a clear sequence. It ensures that your data remains accurate and usable after migration.
What Does Migrating Core CRM Records Involve?
Migrating core CRM records means transferring contacts, companies, and deals from Freshsales into HubSpot. These records represent your customers, organisations, and sales opportunities within the CRM (Customer Relationship Management) system.
The process includes exporting data, preparing it, importing it into HubSpot, and ensuring relationships between records are maintained.
Why Is It Important To Migrate These Records Correctly?
Contacts, companies, and deals are interconnected, and errors in migration can break these relationships. This leads to inaccurate reporting, poor visibility into pipelines, and confusion for teams.
A structured approach ensures that your CRM reflects real business operations. It also helps teams adopt HubSpot faster with reliable and complete data.
How To Migrate Contacts Companies And Deals To HubSpot?
1. Prepare and export data from Freshsales
Export contacts, companies, and deals from Freshsales in CSV (Comma-Separated Values) format. Ensure all required fields such as names, emails, and deal stages are included. This step captures the data needed for migration.
2. Clean and structure the data
Review exported data for duplicates, missing values, and inconsistencies. Standardize formats such as company names and contact details. Clean data improves accuracy after import.
3. Map fields to HubSpot properties
Define how Freshsales fields correspond to HubSpot properties. Ensure key fields such as lifecycle stage, deal stage, and ownership are mapped correctly. Proper mapping ensures data is placed accurately in HubSpot.
4. Import contacts and companies first
Import contacts and companies into HubSpot before deals. This creates the base records required for associations. Verify that records are correctly created after import.
5. Import deals and associate records
Import deal data and link it to the correct contacts and companies. Ensure pipelines and stages are configured in HubSpot before importing. Proper associations maintain visibility across sales processes.
6. Validate relationships and data accuracy
Check that contacts, companies, and deals are correctly linked. Compare record counts and review sample data for accuracy. Fix any issues before teams start using the system.
Takeaways
- Follow the correct sequence: contacts, companies, then deals
- Clean and structured data improves migration success
- Accurate field mapping ensures correct data placement
- Maintaining relationships is critical for reporting and workflows
FAQs
1. Why should contacts and companies be imported before deals?
Deals depend on contacts and companies for associations. Importing them first ensures proper relationships.
2. Can deals be imported without associations?
Yes, but they will not be linked to contacts or companies. This reduces visibility and usability.
3. What is the most common issue during data import?
Incorrect field mapping and duplicate data are common issues. Proper preparation helps avoid these.
4. How do we verify successful migration?
Compare record counts and review sample entries. Ensure relationships between records are intact.
