Data migration services
Your data’s got baggage. We carry it with care.
If you've never been through a data migration before, the whole thing can look like an enormous risk. If you have, you already know where it tends to go wrong: the links between records, the custom objects, the history your reporting depends on. Either way, a safe migration starts before anything moves.
A safe data migration starts before anything moves. No matter the platform you are moving off, Salesforce, Dynamics, a legacy platform, or a tangle of systems, our process is the same. We audit and map your data first, agree what is worth keeping, and confirm exactly where each record lands and in what shape. No record moves until that is settled, and it is a step that separates a clean migration from months of cleanup after go-live.
A complex migration can look like an enormous lift from the outside, especially when you're looking at years of data, multiple systems, or a business that can't afford downtime. We run every migration as a staged process with checkpoints, so there are no surprises and nothing is irreversible.
Most of the risk is not in the data. It is in everything attached to it.
Moving rows is easy. Keeping them meaningful is the hard part, and it is where rushed migrations fall over.
Relationships break. Contacts, companies, deals, and custom objects are linked. Move them carelessly and those links snap, leaving orphaned records nobody trusts.
Business logic disappears. Lifecycle stages, ownership rules, and field dependencies carry meaning. A raw export strips that meaning out and your automations inherit the gaps.
Messy source data multiplies. Duplicates, null fields, and rogue free-text do not fix themselves in transit. They land in the new system and break your first reports.
Multi-system moves compound everything. After an acquisition or a consolidation, the same customer can exist three times across three systems with three different versions of the truth.
So what does a safe migration actually look like?
We run every migration as a staged process with checkpoints, so there are no surprises and nothing is irreversible.
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Audit and assess. We profile your source data, flag integrity risks, gaps, and formatting issues, and decide what is worth migrating before anything moves.
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Map fields and objects. We align your data model to HubSpot or your destination platform, including custom objects and the relationships between them.
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Clean, normalise, and validate. We deduplicate, standardise formats, and fix invalid records so the new system starts on data you can trust.
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Stage and test with rollback safety nets. We run staged test migrations with reconciliation checkpoints, so every record is accounted for and nothing is lost.
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Go live and document. You get a clean cutover, full documentation, and post-migration support.
Every migration includes business logic preservation, transformation and formatting rules, clear reconciliation reporting, and best-practice compliance handling for regulated data.
Having recently acquired several business units under our company umbrella, we knew it was going to be a tall order to integrate all our brands and multiple tech stacks into HubSpot. Fortunately, Engaging came highly recommended to us, and we could not have asked for a more supportive team to guide us through the process. From the outset, the team went out of their way to get to know our business and our needs, enabling them to design tailored solutions which were right for us. Michelle, Dani, Ralph, James (and the rest of the Engaging team) have always been very responsive, highly professional, extremely knowledgeable and just lovely people to work with. I would highly recommend working with the Engaging team if you have the chance.
Leigh Stirling
Revenue Systems & Project Manager, Experience Co
Frequently asked questions
Most loss happens when records are moved before they are mapped, or when the links between records are not preserved. We prevent it by auditing and mapping first, migrating in stages, and reconciling record counts at every checkpoint against rollback safety nets, so nothing moves unaccounted for.
We map each source separately, identify where the same customer exists in more than one system, and define the rules for merging them into a single trusted record before go-live. Multi-system consolidation is one of the most common reasons businesses bring us in.
We model your custom objects and the associations between them in the destination platform, then carry across the lifecycle stages, ownership, and field logic that give the data meaning. A legacy export alone loses this, so we rebuild it deliberately rather than dumping flat files.
The most useful preparation is access to your source system, a list of the objects and fields you actually use, and a view on what history matters. We handle the rest in the audit, including the field mapping and the call on what to leave behind.
We have migrated data from CRMs such as Salesforce, Dynamics, Zoho, and Pipedrive, plus ERPs, accounting and e-commerce systems, marketing tools, spreadsheets, and bespoke in-house databases, structured or messy.
It depends on the number of systems, the data volume, how many custom objects and relationships are involved, and how much cleansing the data needs. A single clean source is fast; a multi-system, post-acquisition consolidation takes longer. We scope every project upfront so you get a fixed plan rather than a surprise.
Look for a documented staged process, reconciliation and rollback safety nets, custom-object and relationship handling, and proof of multi-system work. We migrate data across Australia, the United States, and New Zealand, including high-stakes moves in regulated industries.
No. CRM migration and onboarding is the full platform project: architecture, setup, and team enablement. Data migration is the data layer on its own, moving, mapping, and validating records. It can run inside a CRM project or as a standalone piece, for example a post-acquisition consolidation or a legacy system retirement.
Ready to move your data without the risk?
We have migrated data from CRMs, ERPs, e-commerce platforms, and bespoke databases into HubSpot and other systems, across Australia, the United States, and New Zealand. As an Elite HubSpot partner and a 2025 HubSpot Impact Award winner for Platform Migration, working in the ecosystem since 2009, we take on the complex, high-stakes moves other partners pass on.