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Consulting // Manual Data Import Process Strategy
Create a repeatable process for ongoing manual data imports into HubSpot from non-integrated systems, events, lists, or offline sources.
Best fit for clients who need to:
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Import data from systems that are not integrated with HubSpot
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Standardize event list uploads
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Avoid duplicate creation and poor data quality
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Create a repeatable internal import process
- Train internal teams on how to prepare and submit import files correctly
Product starting at:
$2,750
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Includes:
- Review of recurring import sources and use cases
- Definition of import process
- Import field requirements
- Import template creation
- Deduplication and data quality considerations
- Documentation of required formatting and pre-import checks
- Process documentation
- Loom-style video walkthrough of the process
Primary Output:
Manual Import Process Kit including:
- Import process documentation
- Import template
- Video walkthrough
