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8 min read
How we moved 3,400 deals out of HubSpot in a weekend
A customer's import, step by step: stage mapping, custom fields, email history and the numbers we checked before Monday.
Ben Achterberg
Fielder Health Software had 3,412 deals, 9,870 contacts and five years of email in HubSpot. They wanted to start Monday in Thatcher without losing any of it.
Map the stages first
HubSpot had seven deal stages, some of them unused. We mapped them to five in Thatcher and kept the original stage as a field, so reports on old deals still make sense.
Check the numbers before anyone logs in
Before the team came in on Monday we compared deal counts by stage, total pipeline value and the number of emails per deal for 50 random deals. All three matched.
What we left behind
Old marketing email sends stayed in HubSpot. Sales conversations came over, newsletters did not.
Bring your pipeline. We will move it over for you.
Send us a CSV or connect HubSpot, Pipedrive or Salesforce. Your deals, contacts, notes and emails arrive the same day, and your team runs its first Monday review in Thatcher.
14 days free. No card needed.