Clean · Before a HubSpot migration
Clean the data before it lands in HubSpot, not after.
Importing a mess into a new CRM buys you the same problem at a higher price, in a platform your team does not know yet.
We profile the source, deduplicate against agreed rules, normalise the fields HubSpot cares about, and map them to real HubSpot properties. Then the import runs once.
- Profiled before mapping
- Deduplicated at source
- Properties mapped, not guessed
- One import, reconciled
Price cue, ex GST
From $2,500
Scope a pre-import cleanup Or call 1300 652 280Cleanup can sit in front of a migration we perform, in front of one your team performs, or stand alone against your current CRM. The deliverable is the same either way.
- Australian managed
- Delivered remotely
- Source data never deleted
- Verification report at sign-off
The economics
What cleaning after the import costs you.
A duplicate that arrives in HubSpot is not a duplicate contact any more. It is a duplicate contact attached to a deal, sitting in a workflow, holding a lifecycle stage and possibly enrolled in a sequence. Merging it means resolving all of that as well.
Field values that arrive non-conforming are worse, because HubSpot will accept them. A phone number in six different formats imports cleanly and then quietly breaks every dial-from-CRM integration and every list built on that property.
The version of this that costs the most is discovering, three months in, that a source field nobody profiled had no HubSpot equivalent — and that the workaround someone improvised is now embedded in reporting.
What gets cleaned before the import runs
The sequence is deliberate. Profiling determines the rules, the rules determine the mapping, and the mapping determines what the import is allowed to create.
- Duplicate clusters identified and merged against agreed matching rules, at the source.
- Phone numbers, addresses, state and country values normalised to a single format.
- Company names standardised, and contacts associated to the surviving company record.
- Abandoned custom fields identified so they are not carried into HubSpot for no reason.
- Source fields with no HubSpot equivalent flagged and decided — new property, folded into an existing one, or excluded on the record.
- Owners and lifecycle stages mapped to real HubSpot users and stages, not left to default.
- A test import, reconciled against the source, before anything runs at production scale.
The proof you keep
The import is verified, not assumed.
You get the same reconciliation a migration gets: what the cleaned source held, what HubSpot accepted, and every record that did not make it with the reason why. Example format below.
Import Verification Report
Cleaned source → HubSpot · Example format
| HubSpot object | Cleaned source | In HubSpot | Status |
|---|---|---|---|
| Contacts | 162,884 | 162,884 | Verified |
| Companies | 21,140 | 21,140 | Verified |
| Deals | 8,442 | 8,442 | Verified |
| Deal stage history | 31,208 | 31,208 | Verified |
| Notes & activities | 1,204,880 | 1,204,611 | 269 Accepted Exception |
| Attachments | 46,905 | 46,905 | Verified |
| Custom properties mapped | 74 | 74 | Verified |
Accepted exceptions on this route are typically activity records referencing users who no longer exist and attachments above the destination size limit. Each is itemised in the register.
Free · About three minutes · No sales call required
Tell us what is moving into HubSpot.
HubSpot is already selected as the destination. Add the source, the record volumes and whether custom fields and history have to survive, and an engineer will come back with a range.
Questions about cleaning before a HubSpot import
Why not just import and clean it up in HubSpot?
Because you pay twice and you clean under worse conditions. Duplicates that arrive in HubSpot have already been associated with deals, sequences, workflows and lifecycle stages, so merging them afterwards means untangling those associations too. Cleaning at the source means the associations are built once, correctly.
What does the profile actually tell us?
Record counts by object, duplicate cluster counts and sizes, field fill rates, how many values in each field are non-conforming, which custom fields are genuinely in use versus abandoned, and which source fields have no sensible HubSpot equivalent. That last one is usually the finding that changes the project plan.
Will our custom fields and pipeline history survive?
Custom fields survive where a HubSpot property can hold them, and the mapping is agreed with you field by field before import. Pipeline history depends on the source: deal stage history and activity timelines migrate on most routes, though the fidelity varies. Where something cannot carry across, it is recorded in the exclusions register before import rather than discovered afterwards.
Do you import into production first?
No. A test import runs into a sandbox or a controlled portion of the portal, and it is reconciled against the source before anything runs at production scale. Nothing goes into your live portal until the counts from the test import match expectations.
We are not using HubSpot yet. Is it too early?
This is the right time. Cleaning before you have committed to a property structure means the structure gets designed around clean data rather than around workarounds for dirty data. It also gives you an honest record count before you finalise a HubSpot tier.
Can you do the cleanup if someone else is doing the migration?
Yes, and it is a common arrangement. You receive the cleaned dataset, the mapping document and the exclusions register. Whoever performs the import works from those.