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How to Review Your Sample Migration

Good news! We've successfully completed a sample migration and you're one step closer to the finish line. The next step is to review the results for accuracy and see if changes to objects, fields, or user mappings are needed.

First Things First

What to Expect

 
We migrate only approximately 10% of your records which are randomly chosen from all of your objects. Because the sample is random, you may see that some records are missing their related records, like a contact missing its company, a deal missing its activities, a company with some but not all of its emails, etc. Please rest assured that all related records will be migrated during the full migration.
 
If your destination CRM already has existing data, please ignore 'Existing' records and only review 'New' records as indicated within the files. We will only populate the empty fields at the time of the full migration, so the 'Existing' data will appear incomplete until that time. If there are no 'New' records to review, please just keep the above in mind if you notice that some records don't appear to have been updated.

Instructions

How to Review the Records

Please choose a handful of records from each file or object. Open the records in both the source and the target, compare the target record for accuracy, and let us know if any changes need to be made.
Note: For some systems, child objects (like activities, attachments, line items, etc.) are not accessible through a URL, so you may need to access these records via the migrated parent records (company/account, contact, lead opportunity/deal). 

 

If there are errors in the sample, please link your CSM to the affected record and provide a screenshot of the issue if possible. This will help our team to track down the problem quickly.

Video Instructions

Frequently Raised Issues

I don't see any of my custom fields

Typically, you can't see the fields because they have not been made visible to you on your record layouts, which can be adjusted under your CRM's Settings.

If you checked the Settings and your fields are not there, they were not mapped. Please let your CSM know to create the field(s) and map them.

Why are there empty Notes with only Attachments on them?

Some systems don't allow us to migrate the Attachments by themselves, so we have to do so via an activity record, like a Note.

You didn't give me URLs for some records

Some objects in CRMs don't have a direct URL and can only be accessed via the records they're attached to. For example, to review your migrated Attachments, you may need to go to the Contacts to see them.

Why is my Contact missing a Company?

Often, this occurs because our sample is randomized. If you see that other Contacts did migrate with their Company, then everything should be working as intended. However, if none of the sample Contacts are associated with a Company, there's likely a problem and you should let your CSM know.

My records weren't updated

If you already had records in your Target CRM, we often won't update them during the sample migration phase. To ensure that the data is accurately migrating, please review New records only. Your records will be properly updated during the full migration.

Most dates are off by a few hours or a day

This often happens when the CRM we're migrating to adjusts the 'time' part of DateTime fields during the import according to the time zone configured in your target CRM. Please let your CSM know what your configured time zone is so that they can offset the time.

Can you help with workflows, campaigns, reports, etc?

If you've migrated to HubSpot -- yes! We're an Elite HubSpot partner, and our consultants are standing by to assist.

Learn more here >> HubSpot Admin Program

Next: Full migration

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