Migrating from Another CRM

Migrating from Another CRM

Switching CRMs can feel daunting, but HARi makes the process straightforward. This guide covers how to export data from your current CRM and import it into HARi with all your relationships intact.

Migration Overview

The migration process follows four steps:

1. Export your data from the old CRM
2. Clean the exported files
3. Import into HARi in the correct order
4. Verify that everything transferred correctly

Step 1: Export from Your Current CRM

Most CRMs offer CSV export. Here is where to find it in common tools:

• HubSpot — Contacts > Actions > Export, Companies > Actions > Export, Deals > Actions > Export
• Pipedrive — Settings > Export Data
• Salesforce — Reports > Create Report > Export to CSV, or use Data Loader
• Zoho CRM — Setup > Data Administration > Export

Export each entity type as a separate CSV file: contacts, companies, deals/opportunities, activities, and any custom entities you use.

Step 2: Clean Your Data

Before importing, review your CSV files:

1. Remove duplicates — Check for contacts that appear multiple times
2. Standardize formats — Make sure dates, phone numbers, and currencies use a consistent format
3. Map field names — Note which columns in your CSV correspond to HARi fields. For example, “Organization” in Pipedrive maps to “Company” in HARi.
4. Check relationships — If your contacts reference companies by name (e.g. “Acme Corp”), make sure those company names are consistent. HARi’s smart lookup will match them during import.

Step 3: Import in the Right Order

Import order matters because of relationships between entities:

1. Companies first — These are the parent records that contacts and deals reference
2. Contacts second — HARi’s smart lookup will automatically link contacts to companies by name
3. Opportunities/Deals third — These reference both contacts and companies
4. Activities last — These are linked to contacts, companies, or deals

For each import, follow the steps in Importing Contacts. The process is the same for all entity types.

Step 4: Verify Your Migration

After importing, spot-check your data:

1. Open several company records and verify their contacts appear in the subgrid
2. Check that opportunity values and stages imported correctly
3. Verify that activities are linked to the right contacts
4. Run a count: does the number of records in HARi match your export?

Handling Custom Fields

If your old CRM had custom fields, create the corresponding custom fields in HARi before importing.

1. Go to Settings > Entities and select the entity
2. Add custom fields that match your old CRM’s fields
3. During import, map the CSV columns to your new custom fields

Next Steps

• Importing Contacts for the detailed import walkthrough
• Add a Custom Field to recreate your old CRM’s custom fields
• Create a Custom Entity if your old CRM had entity types not included in HARi by default