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DELIVERY MODULE About 2 weeks

Data Migration & Controlled Import

Import existing data from spreadsheets, CSVs, or a previous CRM into HubSpot with proper field mapping, data normalisation, and post-import validation.

Delivery module

AU$1,120

About 2 weeks

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What this module actually does

Included

Client's existing data is imported into HubSpot with correct field mapping and associations intact.
Record counts are verified against source files with no unexplained discrepancies.
Data normalisation rules have been applied so imported records follow consistent formatting.
Import process is fully documented for future reference.

Not included

Ongoing data syncs or real-time integration between systems
Complex multi-system ETL pipelines or middleware builds
Custom API-based migration scripts or programmatic imports
Historical email, activity, or conversation migration
Data transformation logic beyond standard normalisation (e.g. merging fields, splitting records, conditional transformations)
Guarantees of parity with legacy system reporting or dashboards
Custom object imports
Imports exceeding 50,000 total records (requires separate scoping)
Data cleanup performed by King Henry (client responsibility based on audit recommendations)
Deduplication of pre-existing HubSpot records
Post-import workflow automation or list segmentation

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, or a user with Import permission, needed before Controlled Import Execution
Source data files (CSV, XLSX or CRM export) for every object to import, needed before Source Data Audit
Access to the source system for reference checks, if you want us to check against it, needed before Source Data Audit
Written confirmation of the field mapping document, needed before Data Normalisation Rules
Cleaned source files after you fix the audit findings, needed before Controlled Import Execution
How records should match existing ones (for example email for contacts, domain for companies), needed before Controlled Import Execution
How contacts relate to companies and deals in your data, needed before Controlled Import Execution

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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