Noah Jay Hendricks 🥕

It depends on what your data sources are. For example, for CRM migrations, a tool like app.trujay.com can't be beaten because it was specifically designed for CRM and can support both file-based migrations as well as cloud-based. It understands the relationships between the objects natively, can read the field types, can provide you with the usage % of each field, allows you to map picklist values, can create custom fields in the target system, etc. etc. Depending on the systems involved, there are tools designed to work within that space.

This is where working with an integration partner who specializes in the systems you're integrating is essential. There are often nuances to these systems that, if you don't know about them ahead of time, could result in you building something only to have to tear it down and start again. It's a simple example, but if you don't know that HubSpot deduplicates contacts by email address and the other system you're integrating allows for duplicates, you're going to experience a lot of pain.

Always work backward. You don't and won't know what to integrate until you can answer how you plan to use the data. And often, the last step of how the data will be used is in reporting. So, start with your reporting needs, then determine what data is needed to implement the reporting, and go backward from there.

A fourth option is to work with HubSpot integration partners. - Partnering with an integration solutions provider simplifies complex integrations, combining products and services for a bespoke solution. - This approach can leverage the provider's expertise in both HubSpot and other platforms, ensuring seamless integration. - Ideal for organizations lacking in-house technical resources or needing a quick, reliable integration setup. - Solutions partners can offer ongoing support and maintenance, keeping integrations up-to-date with platform updates.

- Estimate project timeline based on scope, resources, complexity - Identify milestones, deliverables, task dependencies, then use project management software for schedule visualization - Include start/end dates, durations, dependencies, resources - Incorporate a contingency plan for delays or changes

Data quality checks in migration vary by data source, strategy, and technology. Structured data and homogeneous sources simplify validation, while unstructured and diverse data require complex checks. Big bang migrations demand scalable tools, whereas phased rollouts allow iterative, detailed checks. The choice between ETL and ELT affects when checks occur; custom scripts offer flexibility, but off-the-shelf software can save time. Adapting your approach based on these factors ensures data integrity and migration success.