Data migration without the mess
Migrating to HubSpot shouldn’t mean risking your data, overloading your team or grinding business to a halt. We’ve built a proven migration approach that’s secure and stress-free, backed by HubSpot experts who’ve done this 100 times over.
Finding where your data lives
and getting it into HubSpot
Data migrations come in all shapes and sizes. Whether your records are in Outlook, a legacy CRM or a custom database, we’ve got the tools and team to handle it.
Common Sources We Migrate
- Email platforms: Wherever your emails and contacts live, whether it's Outlook, Gmail or beyond, we get them into HubSpot safely.
- Excel or CSV files: Dealing with endless spreadsheets? We clean things up and import your data into the right fields.
- Other platforms: Whether you’re using Salesforce, Pipedrive, Dynamics or something more niche, we handle full migrations. As long as the data can be exported via API or CSV, you're good to go.
Advanced and Specialised Migrations
- ERPs and finance systems: We have experience integrating with platforms like NetSuite and Dynamics, working closely with your team to connect the dots.
- Databases (SQL and NoSQL): Got data stored in SQL databases? We extract everything you need and migrate it all into HubSpot with ease.
- CMS platforms: Some CMS tools double as CRMs (like WordPress). We extract the data from these systems and import it smoothly into HubSpot.
- Document management systems: If you need to bring documents or data in from your DMS, we assess your unique setup and advise on the best migration method.
Moving to HubSpot? Here’s Everything You Need to Know About Data Migration
No, you won’t lose your data — if it’s done right.
Your HubSpot gameplan starts here
Our HubSpot health checks make sure everything clicks into place and keeps working as your business grows.
Getting to know your HubSpot
We start by looking under the hood at the current state of your portal. This helps us to understand your challenges and goals so we can uncover new opportunities.
Discovering what needs attention
From setup and data to workflows and adoption, we conduct a thorough audit to reveal what could be holding your business back.
Mapping out your next moves
Next, we develop clear recommendations that set you on the path to success. This helps you tap into the full value of your HubSpot investment.
Rolling out changes
Once the updates are in place, we stick around to train your team and make sure the changes deliver real impact.
TESTIMONIALS
What our customers say
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Superb CRM Support & Seamless HubSpot Implementation
Working with Centralise has been a standout experience from start to finish. The onboarding workflows, lead scoring setup, and integration support have been handled with clarity and care, and I always felt like the team genuinely wanted to see us succeed. Highly recommended for anyone looking to roll out CRM with real strategic value.
Goodwin, J. Software Tech -
Exceptional delivery
With Ben Loescher on the delivery team we sped through a complicated migration and a sales implementation. Ben is absolutely first class, he know's HubSpot inside out and most crucially is able to translate business needs into solutions quickly with no fuss.
Radford, H. Software Tech -
Great Experience End To End
Working with Chris and the team at Centralise was an incredibly smooth experience. They helped us migrate from our old, antiquated tool over to HubSpot and were extremely patient as we worked through certain nuances related to our product line. Chris was full of helpful ideas and strategies that equipped our team to be more effective at their jobs through HubSpot. Highly recommend working with this crew.
Hill, G. Software Tech
FAQs
Get the most out of your HubSpot audit
Here's all the key information you need to understand how our audits work and what's involved.
How long does a platform audit take?
Our audits typically take 2-4 weeks, depending on the scope of your setup. We’ll give you a clear timeline upfront so you know exactly what’s in store.
What insights can I expect from a platform audit?
You’ll walk away with clear, actionable insights on configuration, data quality, workflows, lead management, reporting and more. Everything is mapped out with clarity and aligned with your business goals.
Can you help implement audit recommendations?
Yes - we don’t just hand over a to-do list and walk away. We continue to work with you to ensure all recommended changes are seamlessly integrated into your HubSpot platform.
How do you ensure data security during audits?
Data security is at the heart of everything we do. We adhere to stringent protocols and HubSpot best practices to keep your data safe.
What ROI improvements can I expect?
Our clients typically see improved productivity throughout all operations, including conversion rates, stronger marketing and customer happiness. We make sure your team sees the real value of our platform audits through measurable ROI.
In which industries have you carried out platform audits?
We've worked across various sectors including tech, finance, healthcare and manufacturing. Whatever your industry, we tailor our audits to meet your business objectives.
How frequently should I conduct a platform audit?
We recommend an audit every 6 months - especially if your business is growing fast or strategies change regularly. This ensures HubSpot moves with you and is always working as your best ally.
How do I get started with a platform audit from Centralise?
Getting started is easy! Just reach out to our team to schedule a free consultation. We’ll talk through the current state of your HubSpot set up and discuss how you can get the most out of it, leaving no stone unturned.
Get your HubSpot running like clockwork
Whether you’re worried about adoption slipping or workflows breaking, we can help get things back on track. Let us walk you through how to keep your portal in top shape to secure long-term results for your business.