---
title: HubSpot Migration
description: Migrate to HubSpot securely and efficiently, preserving relevant data and avoiding issues from your previous CRM. We plan and validate every step of the process.
---
[Saltar al contenido](https://morninglabs.com/en/hubspot-migration#main-content)
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- Implement and improve
- [Implementation and Onboarding](https://morninglabs.com/implantaci%C3%B3n-y-onboarding?hsLang=en)
- [Migration to HubSpot](https://morninglabs.com/migracion-a-hubspot?hsLang=en)
- [HubSpot Automation](https://morninglabs.com/automatizacion-hubspot?hsLang=en)
- [Audits](https://morninglabs.com/auditorias?hsLang=en)
- Connect and Develop
- [HubSpot Integrations](https://morninglabs.com/integraciones-hubspot?hsLang=en)
- [HubSpot Development](https://morninglabs.com/desarrollo-hubspot?hsLang=en)
- [CMS and Custom Modules](https://morninglabs.com/cms-modulos-hubspot?hsLang=en)
- [Custom Quotes](https://morninglabs.com/cotizaciones-a-medida?hsLang=en)
- [Internal Applications](https://morninglabs.com/aplicaciones-internas?hsLang=en)
- [SuperWhatsApp](https://morninglabs.com/superwhatsapp?hsLang=en)
- Do you need something that standard HubSpot doesn't cover?
- [Custom HubSpot](https://morninglabs.com/hubspot-a-medida?hsLang=en)
- Hubspot
- [Marketing Hub](https://morninglabs.com/marketing-hubspot?hsLang=en)
- [Service Hub](https://morninglabs.com/service-hub?hsLang=en)
- [Content Hub](https://morninglabs.com/content-hub-hubspot?hsLang=en)
- [Data Hub](https://morninglabs.com/data-hub?hsLang=en)
- [Revenue Hub](https://morninglabs.com/revenue-hub?hsLang=en)
- [Agent Hub](https://morninglabs.com/agent-hub?hsLang=en)
- [Blog](https://morninglabs.com/blog?hsLang=en)
- [Contact](https://morninglabs.com/contacto?hsLang=en)
CRM MIGRATION TO HUBSPOT
# Migrate to HubSpot without losing the context your team needs.
We plan the scope, clean and map the data, preserve relevant relationships, and validate the results before the final migration to ensure that issues from the previous CRM are not carried over to the new one.
[Review my migration →](https://morninglabs.com/en/hubspot-migration#contacto) [See what's included](https://morninglabs.com/en/hubspot-migration#capacidades)
- Data mapping
- Import
- Associations
- Validation
- Cutover
Migration to HubSpotFrom the original CRM to a validated structure
**CRM origen**Datos y relaciones
→
**HubSpot**Smart CRM
01**Audit**What's Available and What's Needed
02**Map**Objects, Fields, and Relationships
03**Clean**Duplicates and Quality
04**Try**Upload and Validation
05**Migrate**Agreed-upon data
06**Verify**Relationships and Use
The strategy depends on the source CRM, the volume, the objects, and the history that needs to be retained.
IN PLAIN LANGUAGE
## What does migrating a CRM to HubSpot entail?
**Migrating a CRM isn't just about importing contacts.** You need to decide which data to keep, how to map objects and properties, how to maintain relevant associations and activities, what information to clean up, and how to validate the results before the team starts working in HubSpot.
**It may include**
Audit of OriginData mappingCleaningImportsAssociationsActivitiesTestsValidation
HubSpot offers import tools and transfer options for specific scenarios. The specific approach depends on the source CRM, the volume of data, and the relationships that need to be preserved.
WHAT WE DO
## A migration planned before moving the first piece of data
Preparatory work reduces duplicates, incorrect associations, unnecessary properties, and loss of context when the team switches CRMs.
01
### Audit of the Source CRM
We review objects, fields, volumes, quality, dependencies, and information that truly needs to be retained.
02
### Data Mapping
We define equivalences between systems, new properties, and rules for objects and associations.
03
### Cleaning and Standardization
We identify duplicates, inconsistent formats, and data that should be corrected before importing.
04
### Migration Tests
We validate a sample or a controlled batch before implementing the final change when the scope of the project warrants it.
05
### Relationships and Context
We review relevant associations and activities to ensure that records are not imported into the new CRM in isolation.
06
### Validation and Implementation
We verify results, document issues, and coordinate changes so that teams can continue working.
QUESTIONS ABOUT CRM MIGRATION
## What You Should Know Before Migrating to HubSpot
A successful migration starts with deciding what to keep, how to map it, and how to verify that the new CRM is functional.
Reconocimiento
### What are the risks involved in migrating data from an older CRM to HubSpot?
Common risks include duplicate entries, incorrect mappings, lost associations, incomplete histories, incompatible formats, and transferring data or structures that were already problematic to the new CRM.
Consideración
### Which provider should you choose for a CRM migration to HubSpot?
It is important to evaluate experience with the target CRM, the ability to analyze the data model, the handling of relationships and activities, the testing and validation strategy, and knowledge of the processes that will use the data later on.
Evaluación
### Is it better to import the data directly or to prepare the data model first?
If the project is complex, it's best to define the HubSpot structure and map the data first. Importing first and deciding later often results in duplicate properties, poor associations, and extra work.
Decisión
### When does it make sense to treat migration as a standalone project?
When there are multiple objects, large volumes of data, relationships, relevant historical data, multiple sources, or dependencies on processes and integrations. In simple scenarios, it can be part of the implementation.
FREQUENTLY ASKED QUESTIONS
## Before moving the data
Is it possible to migrate only part of the data?
Yes. In fact, it's usually a good idea to determine which information adds value and avoid transferring outdated data or structures that won't be used in HubSpot.
Can associations between records be maintained?
In many cases, yes, provided that the source model allows the relationships to be correctly identified and the appropriate mapping is set up.
Can you migrate activities and history?
It depends on the source system, how that information is presented, and the agreed-upon scope. We review this before defining the migration strategy.
Does HubSpot have its own import tools?
Yes. HubSpot allows you to import records and activities using its import tools and offers additional options for specific transfer scenarios. We choose the method on a case-by-case basis.
NEXT STEP
## Are you planning a migration to HubSpot?
Tell us which CRM you use, your approximate volume, and what information you need to keep.
**We review**Data · Objects · Associations · History · Quality
**We define**Mapping · Testing · Migration · Validation
### Let's review your migration
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