Copper CRM to HubSpot CRM: How-To Perform Data Migration
In today’s day and age, it is almost impossible to run a successful business without CRM systems. Why?
Customer relationship management software carries out business enhancement and team performance. A great CRM system can help your sales reps close more deals and convert more leads into paying customers.
In this article, we’ll explore the benefits and how-to’s of hassle-free Copper to HubSpot CRM automatic migration with the help of Trujay. Let’s dive in!
Copper vs HubSpot
What is a better Copper or HubSpot CRM? Different kinds of CRM software are needed by specific companies. Consider comparing different feature-by-feature alternatives, including their conditions and prices, to find out which service fits your requirements.
Copper is an online CRM platform that is strong and easy-to-use. It has an intuitive interface and extensive tools for productivity and collaboration that can maximize consumer experiences and increase the efficiency of your strategies for sales and marketing. In addition, with its API features, Copper also provides a highly flexible and configurable interface.
The winner of the Finance Online2019 Best CRM Award is HubSpot CRM. It has a free CRM platform that provides a powerful range of tools for engaging clients and managing operations related to CRM. From website traffic to landline calls, HubSpot takes care of all customer engagement platforms. It is easy to use and can also integrate with other business systems.
According to Software Advice, Copper has 421 reviews and a rating of 4.36 / 5 vs HubSpot CRM which has 2648 reviews and a rating of 4.51 / 5.
Copper is suitable for small and medium-sized companies looking for an easy-to-use CRM that automates routine tasks and combines them (like Gmail, Mailchimp, and Slack) with the tools they already use.
Hubspot is designed for teams that are growing. Today, HubSpot’s award-winning app is used by more than 78,700 clients in more than 120 countries to attract , engage and delight their clients.
- Gmail Chrome Extension
- G-Suite Integration
- Email Open Tracking
- Email Templates
- Bulk Email Sending
- Native Mobile Application
- Meeting Scheduler
- Task Automation
- Basic Reporting
- Sales Forecasting
- Activity Reporting
- Lead & Activity Insights
- Goal Tracking
- Custom Fields
- Single Sign-On
- User Provisioning
- Customize views
- Deal and Task Board
- HubSpot Marketing Synchronization
- Drag and drop Communicator
- Email integration
- Phone Integration
- Website Integration
- Social Media
- Company Database
- Website visitors
- Email Connections
- Sidekick Integration
- CRM Details
- Templates, Tracking, and Scheduling
Copper HubSpot integration
IntegrateHQ links every data or device directly to HubSpot, including Copper CRM. As the first specific HubSpot middleware, we have a transparent background and a deep understanding of our HubSpot integration ventures.
We designed IntegrateHQ to suit any kind of customer. If you have no expertise or a good understanding, our middleware adapts to any degree of technological skill.
Our integration history is stealthy, as we worked with Dell Boomi, Workato, and Bedrock Info.
Copper offers integrations with the following business systems and applications:
- Google Apps
HubSpot supports integrations with the following business systems and applications:
Hubspot wins on integrations with over 200.
What is CRM data migration?
Let’s make sure we are on the same page and have the same response to the “What is a CRM migration?” question. Does it mean that businesses considering a CRM migration strategy need to migrate their current CRM to a new software infrastructure in its entirety?
In fact, data is what transfers from an old CRM to a new one: customer records of companies that hold the real value of business in any CRM solution. And what we mean when we speak about CRM migration from Copper to HubSpot is the transition of data from one CRM platform to another.
So, if anyone asks you what CRM migration is, you know the answer: a data migration plan is all about it. The legacy CRM remains as it is, and it copies its data to a new CRM system.
Why migrate to a new CRM?
A repetitive process that takes an acceptable amount of time and attention is the CRM migration process. Here are six key reasons why businesses choose to shift from one CRM to another, in our case from Copper to HubSpot:
- Lack of scalability
- High maintenance costs
- Lack of configuring capabilities
- Limited range of supported applications
- Lack of cloud-based storage functionality
- Limited number of integrations with third-party services
The primary reason for migrating your data instead of starting with a clean slate is obvious; the core of the success of your business is your customer information database. Losing it means giving up important data about your existing clients and potential clients.
It is also unwise to store the data in an archive somewhere in cloud-based storage. What if you need to access that data quickly? In the archive, you’ll have to waste time digging for it. If, thanks to the latest CRM system analytics software, you want to access reliable insights, you need to integrate your previous data into the analysis.
10-step CRM data migration guide for a successful migration from Copper to HubSpot
1. Get the team ready for the change
For two reasons, having all policy makers on-board with the transition to HubSpot CRM is important. First of all, they can give a market viewpoint, e.g. what fields should go down, or what new fields in the target CRM should appear.
Secondly, after the CRM migration from Copper to HubSpot has been completed, they will be the most visible users of the system and could become the most rigorous testers who find any missing data or other bugs.
2. Review the source and target CRM
You need to define the precise usage cases on how you and your staff use the platform when evaluating the Copper source CRM or other legacy solutions. What data, fields, etc. will migrate to a new HubSpot CRM will also be determined by the use cases.
There will certainly be some obsolete parameters for CRM organizations that do not need to be included in the current CRM.
Clearly, you need to find all the appropriate fields and entities in the target CRM after reviewing the source CRM. It will need to provide the “place” for the data.
3. Get secured
Create a backup plan to eliminate any data loss before data migration from Copper to HubSpot. You may use Trujay’s Data Backup to make your data secure. You can create a sample data backup to see how the service works. The backup process is based on an API request and can take from 5 minutes to several hours, as it depends on your data set and your system’s peculiarities.
4. Estimate the migration price from Copper to HubSpot
Visit our online Self Service estimator to estimate the cost of your Self Service Migration from Copper to HubSpot. The estimate depends on how many records you have. You can do it to get an estimate on an automated migration or for custom migration.
However, the estimate is not your final migration cost. Final costs are subject to change. The estimator is used to get you the most accurate possible quote.
5. Choose and test the migration service
HubSpot has a native migration tool that is user-friendly and works for simpler use cases. You just need to export your existing CRM data into a .csv file and upload it into HubSpot. You can import contacts, companies, deals, tickets, products, and notes with this approach.
HubSpot is offering a Data Migration Package to make your CRM data import even easier.
This “do-it-for-you” service is sold to you by HubSpot and delivered by us, Trujay, a long time HubSpot Partner.
NOTE! You know that there are main records: Contacts, Accounts (Companies), Deals (Opportunities), Leads; and activities such as emails, notes, tasks, products, and so on.
If you performed the data migration via the vendor’s migration tool for main records and then did it for activities with the help of Trujay, they won’t be attached to main records and relations won’t be saved.
So, before migrating with the Trujay Self-Service Migration tool, it’s recommended to clean up your target CRM at first and then launch the migration. That way, you won’t need to pay extra for customization and tech support.
Benefit from a free trial. The sample refers to the CRM system and the data migration service. Make sure you see that everything flows in the way you expected to do with Trujay’s Self-Service Tool. You should choose a large enough sample data collection to detect possible errors. Find out the top 8 reasons why CRM fails and to implement it successfully.
Trujay’s Self-Service tool is an automated migration that migrates customer data for you, so you don’t have to lift a finger. We bridge the gap between almost all CRM data migrations, including Zoho and HubSpot.
Perform the data migration process on your own with Trujay’s Self-Service Wizard. The main features of this option are:
- Free Sample Migration
- Cost-conscious migration
- Quick turnaround
- Objects and users matching
- Automated migration process
To perform the Copper to HubSpot migration, go through the following steps:
1. Visit Trujay’s Self-Service Wizard. Type in your CRM email and API key. Click the “Test Connection” button to allow access to your Copper account.
2. Confirm your email address to receive notification about the sample and the results file.
3. Specify your destination CRM – HubSpot and click the “Test connection” button.
4. Choose objects you want to migrate from Copper to HubSpot, perform user matching, and field mapping independently. All you have to do here is click the ‘Customize Mapping’ button. If everything looks right, click ‘Free Sample Migration.’
5. If you don’t want to modify anything in the field mapping, click the “Start Sample” button to launch the sample migration right away.
Note. For new users, the data fields are automatically assigned using the most common logic.
6. When the Sample Migration from Copper to HubSpot is complete, you may evaluate the results. If you’re satisfied, start a full migration. The price of the entire migration will depend on the number of records you want to migrate.
In case something goes wrong and you want to set up mapping on your own or change migration options, click the “Change Fields Mapping” button. Choose data fields to migrate and check individual boxes to migrate your records.
You can re-run your free sample migration and change field mapping as many times as you need at no cost.
Read more about Wizard Migration troubleshooting in our FAQ section.
6. Map out the data
Once the old process details have been reviewed and revised, evaluate the documents with those required for the future scheme. Consider each custom area that you have created and decide the names of the individuals. Create custom data and fields based on the current structure to suit the CRM you are migrating to address the gaps you’ve noticed.
- Find out how to map objects and their related fields.
- For mapping complex data, check out our free guide on objects and field mapping.
Objects and fields mapping may vary according to your demands and business needs. Other objects can be migrated in terms of custom migration.
|Copper Objects||HubSpot Objects|
|Activities (Phone Calls) →||Calls|
|Activities (Meetings) →||Meetings|
|Tasks, Activities →||Tasks|
7. Validate and clean up the migrated data from Copper to Hubspot
Now that the data has migrated to HubSpot CRM before you leap into full-time use, you need to check that the data has been correctly moved over and clean things up.
Some random records, particularly the ones that are relevant for your company, can be verified manually. Make sure that in those documents the correct data exists. Check that any relevant data, such as attachments, still works.
You may also opt for a custom script which validates data in the new CRM system with the data in your previous Copper CRM, depending on the criticality of the data. This can take time and can be expensive with large databases, but peace of mind can be assured.
Finally, check data and see if there are any duplicates, if there is something that needs to be combined, and if there is still any information that you can do without.
8. Provide ongoing training for new CRM features & processes
It’s crucial to make sure the team is up to date when new CRM features are added. Without constant preparation, with new CRM features that could lead to delays and errors, the team will not be able to complete tasks. The attempt to simplify processes from CRM functions would have been redundant simply because no one knows how to use them.
9. Estimate your CRM’s features
Estimate the platform’s implementation 2-3 months after the launch of the CRM.
That’s all you expected? Are you happy with the layouts?
In the first few months of usage, several vendors encourage users to make minor changes to the system.
After one year of use, it is recommended that the CRM be re-estimated. Maybe there are some new fields you’d like to add. Or there are some characteristics that were not needed at the start, but now it would be a nice thing to have.
10. Test your HubSpot CRM
You will need to perform a post-migration audit, even though you have gone through the migration process smoothly and error-free. Take the time to look at your latest CRM for possible issues. Ensure that the necessary data has been migrated and that the dashboard is functioning properly.
The benefits of CRM migration from Copper to HubSpot
It’s a huge deal to migrate your CRM solution, no matter what software you’re going to or from. Get it right, and the rewards will be reaped by your company. However, get it wrong and you might be forced to deal with a lot of issues.
There can be several advantages of migrating to a new CRM, with each organization selecting a different approach for their own reasons.
A primary reason for many businesses looking to change their CRM system is the desire to migrate their data to the cloud. A recent survey of Salesforce professionals found that nearly half of the respondents had migrated to the solution largely to take advantage of the benefits of cloud computing.
Perhaps interestingly, if you wanted to host it in-house, storing your data in the cloud provides better protection standards beyond what you can get. This is because if any security breach was to occur, the integrity of your selected partner is on the line, ensuring that even tighter rules and protocols are likely to be in effect.
Of course, while your supplier or partner will have their own measures in place, it’s still partly your job to ensure that your information is secure.
Migrating to a cloud solution will, starting with your initial investment, also lower your costs. The need for any costly in-house hardware or equipment is removed by the use of SaaS solutions. There’s also the benefit of being able to access your details anytime, at any moment, and on any computer.
The challenges of CRM migration from Copper to HubSpot
In your old CRM system, data and client information will always be organized differently to how they will appear in your new system, and unnecessary data will delay your transition. The format in which your data is processed may also do so. Your migration will be doomed for failure if you fail to consider this.
However, you can lean on their expertise and experience to make the migration a painless and seamless process by budgeting correctly and selecting the right partner to work with. A successful partner can understand how to deal with problems such as links to removed values and links to disabled and deleted documents.
However, it’s important to remember that migration can be a process that takes time. Once an organization decides it’s time for improvement, they all too often want it introduced yesterday. It is important that you take your time and follow all the correct procedures, or you can run into trouble. Rushing a migration will prove more trouble than it is worth.
Software migration has been compared to moving houses — not only must you find your new home and pack up your belongings, but you must also unpack and, depending on how many ‘rooms’ your property has, you have to plan your time accordingly.
And there is your latest CRM ‘s actual use. Many organizations face challenges in obtaining user acceptance, since their workers do not adapt to change. All on board must be dedicated in order for migration to be a success. If a member of your team fails to adjust to the new plan, both in terms of finance and time, it may prove costly.
Join hundreds of Trujay’s happy customers and migrate from Copper to HubSpot CRM today! Start with our free sample migration and enjoy using the desired solution or estimated price. If you would still like to learn more, contact Trujay’s team of experts who are happy to provide helpful insights.
Keep your conversion open to moving fast or slow, depending on your business schedule. Migration expertise is a MUST because the consultation definitely wraps around our onboarding offer where strategy is necessary. Try out our Trujay’s onboarding service and keep all the aspects of your data migration project under one roof.