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      When Should You Use MigrateMyCRM vs. HubSpot’s Native Import? A CRM Migration Complexity Checklist

      Migrating your customer relationship management (CRM) data to HubSpot can be a powerful move—but not all migrations are created equal. Some are straightforward and can be handled using HubSpot’s native import tools. Others, however, require a more strategic approach involving custom mapping, historical data, and technical oversight.

      To help you evaluate your migration’s complexity and determine the best path forward, we’ve created a CRM Migration Complexity Checklist. Whether you're migrating from Salesforce, Zoho, Pipedrive, or any other platform, this guide will help you assess whether you're good to go on your own—or if it’s time to bring in MigrateMyCRM.

      CRM Migration Complexity Checklist

      1. Data Structure

      Ask yourself:

      • Are you migrating more than the standard four objects (Contacts, Companies, Deals, Tickets)?

      • Do you use custom objects like Assets, Domains, or Products?

      • Are there complex relationships between records (e.g., one-to-many or many-to-many)?

      • Does your data include nested elements like notes, activities, or attachments?

      2. Volume of Data

      Consider the scale of your migration:

      • Do you have over 100,000 total records across all objects?

      • Are there attachments or documents that must be preserved?

      • Do you need to migrate a full activity history—emails, calls, meetings?

      3. Field Complexity

      Examine the structure of your data fields:

      • Are there many custom fields that don’t map 1:1 with HubSpot’s schema?

      • Do you rely on conditional logic, formulas, or lookup fields?

      • Are you using non-standard formats or validation rules?

      4. Migration Requirements

      Look beyond the data itself:

      • Do you need a delta migration (only migrating new/changed data at go-live)?

      • Is there a need for pre-migration cleanup or deduplication?

      • Are you bound by regulatory compliance (e.g., GDPR, HIPAA, ISO)?

      5. Post-Migration Setup

      Think about what happens after data lands in HubSpot:

      • Will you need to rebuild automations, workflows, or sequences?

      • Do you need to replicate dashboards and custom reports?

      • Are there critical integrations that must be reconnected (e.g., Google Sheets, accounting, or support tools)?

      6. Support Needs

      Assess your internal capabilities:

      • Do you want a dedicated point of contact to manage the migration?

      • Does your team lack the technical skill or bandwidth to self-manage?

      • Do you require a structured launch plan with QA, testing, and training?

      📋 Scoring Guide

      Use the checklist above to tally how many boxes you check:

      • 0–2 boxes checked:
        ✅ Simple Migration
        You can likely proceed with HubSpot’s native import tool.

      • 3–5 boxes checked:
        ⚠️ Moderate Complexity
        It’s a good idea to consult with a migration partner to avoid missteps.

      • 6+ boxes checked:
        🚨 Complex Migration
        Engage SyncMatters to ensure a seamless, secure, and scalable transition.

      Why It Matters

      Underestimating the complexity of a CRM migration can lead to lost data, broken workflows, and unexpected downtime. This checklist provides a clear, objective way to evaluate risk and choose the right approach for your business.

      If your migration falls on the complex side, working with our tool can save you time, reduce risk, and help you hit the ground running with HubSpot.