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SolutionArg

Migration & cleanup

Clean data in. Clean reports out.

Whether you're moving from spreadsheets or another CRM, or just untangling years of duplicates, I map, clean and import your data so HubSpot starts from a trustworthy baseline.

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  • Test import before the full import
  • Top Rated on Upwork
  • US business hours

The problem

Bad data costs you every day.

  • Duplicates split activity across records.
  • Old properties no one uses clutter every form.
  • Associations are missing, so context is lost.
  • Imports from the last migration never quite lined up.

What you get

What I deliver

  • Data audit & mapping sheet

    Every source field mapped to its HubSpot destination.

  • Deduplication rules

    Clear rules for what counts as the same record.

  • Property consolidation

    Fewer, clearer properties.

  • Association rebuild

    Records connected again so context returns.

  • Test import + sign-off

    You review a test run before the full import.

  • Ongoing data-quality automations

    Workflows that keep the data clean.

How it works

How it works

  1. 1

    Audit & mapping

    Understand what you have and where it goes.

  2. 2

    Clean & transform

    Deduplicate and reshape before importing.

  3. 3

    Test import & review

    A small run that you check.

  4. 4

    Full import & validation

    The full load, then checks against the source.

Related work

Where I've done this before

Fit

Is this right for you?

A good fit if

  • Moving from spreadsheets or another CRM
  • Years of duplicates to untangle

Probably not a fit if

  • You only need a quick one-off CSV import.

FAQ

Common questions

Related servicesCustom Objects & Data ArchitectureHubSpot Implementation & CRM Setup

Let's find out how clean your CRM really is.

30 minutes. You show me how things work today; I'll tell you what I'd fix first and roughly what it takes — no pitch deck.

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Almost always reply within 24 hours