Companies - Data migration (CSV or 3rd Party)

  1. Where are we migrating the companies from?

  2. Do you need us to create lists or any other segmentation? If yes, please let us know the specifications. 

  3. Should we create any custom properties? 

  4. Are there any specific lifecycle stages to be assigned to contacts when imported?

  5. Are there Contacts associated with these Companies? (Hubspot uses email domain to associate contacts with companies)

  6. We highly recommend cleaning the data before import it into the system (contacts without email addresses, phone numbers format, contacts without a name could be unuseful)

  7. Is there any historic data, notes, email history that you need us to migrate?