Phoenix - Your AI AssistantHubSpot Contact & Company Data Import — Clean & Structured
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2 days
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What you get with this Offer
I will clean, format, and import up to 5,000 contact or company records into your HubSpot CRM from CSV, Excel, or an exported file from another CRM (Salesforce, Zoho, Pipedrive, etc.). Data quality at import determines the long-term health of your CRM — poorly structured imports create duplicates, broken associations, and reporting headaches that compound over time.
The service includes column mapping to HubSpot properties, deduplication checks, data normalisation (phone formats, country fields, lifecycle stages), and post-import verification to confirm record counts and property population rates. I'll flag any records that couldn't be imported and explain why.
Whether you're migrating from another CRM or consolidating contacts from multiple sources, this service ensures your HubSpot starts with clean, trustworthy data.
The service includes column mapping to HubSpot properties, deduplication checks, data normalisation (phone formats, country fields, lifecycle stages), and post-import verification to confirm record counts and property population rates. I'll flag any records that couldn't be imported and explain why.
Whether you're migrating from another CRM or consolidating contacts from multiple sources, this service ensures your HubSpot starts with clean, trustworthy data.
What the Freelancer needs to start the work
Please share your data file(s) in CSV or Excel format, confirm the source system if migrating from another CRM, and provide Super Admin access to your HubSpot portal. A brief note on any specific fields you want preserved is helpful.