How does MigrateMyCRM handle cases when relations between objects differ in the source and target CRM?

Last Updated - May 29th, 2025

The functionality of your source and target CRMs might vary. To eliminate discrepancies and data loss during migration, we’ve outlined common scenarios and the tailored solutions provided by MigrateMyCRM.

Scenario 1: Required Object Relation Missing in Source CRM
Example: You're migrating attachments from Opportunities in your legacy CRM to HubSpot. HubSpot does not allow files to be added directly to a deal's timeline—they must be associated with a note, email, or call.

Solution:
MigrateMyCRM will create a blank note to act as a bridge between the file and the deal record. Both the note and the attached file will appear in the deal’s timeline in HubSpot, preserving the intended relationship.

Scenario 2: Mandatory Relation to a Skipped Object
Example: You choose to migrate “Contacts” but exclude “Companies.” However, your target CRM requires each contact to be associated with a company.

Solution:
MigrateMyCRM will create a dummy company record. Any contact without a company will automatically be linked to this dummy record, ensuring compliance with CRM requirements.

Scenario 3: Required Relation to a Nonexistent Object in Source CRM
Example: Your target CRM requires deals to be linked to line items, but the source CRM does not have line items.

Solution:
MigrateMyCRM will generate a dummy line item and automatically link it to all migrated deal (opportunity) records, maintaining the necessary structure.

Conclusion:
To ensure a seamless migration, MigrateMyCRM uses placeholder (dummy) records or links data to default objects where necessary. This approach guarantees that all required object relationships are maintained, eliminating data loss and ensuring your CRM data remains complete and compliant.

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