How To Guides Extracting Sales Activity History from Your CRM You have a need to get your activities and notes out of your CRM. It could be to: Migrate your legacy CRM data You need to move all your data into a new
How To Guides Enrich Existing HubSpot Data Add or update any fields to your existing HubSpot deals, contacts and companies In this article, we will walk you through how to update your existing contacts, companies and/or deals in HubSpot
How To Guides Update HubSpot Deals to Set Link to Associated Contacts As of now, HubSpot does not support the linking of Contacts to deals during an import. But if the idea of manually updating each deal to set the link seems daunting (or just
How To Guides Clean Up That Ticket Data I am just back from the first day of Support Driven Expo where Import2 have hosted an OpenRefine related workshop. Workshop goal was to show how to clean up the Help Desk export
How To Guides Counting Users with Intercom Did you start using Intercom recently and now thinking about getting some metrics and analytics? This post will help you to get started. Nothing complicated, no advanced analytics tools, just a quick overview
Mastering Business Tools Join Multiple Data Sheets in Excel Using VLOOKUP Function I know Excel gurus might laugh at me for writing this blog post. But whenever I am opening Excel, and need to join data from 2 spreadsheets, my stomach hurts. Excel can surprise
How To Guides How to Turn a Salesforce Data Migration Hastle into a Breeze If you are reading this post, you are most likely somewhere on that perilous journey to finding the right method to migrate your CRM data to Salesforce. To help save you some time
How To Guides Calculating First Reply Time for Intercom Conversations I don’t know if you have noticed, but Intercom's definition of built-in First Reply Time metric is a bit unusual. Here is how it works according to Intercom: The median first response
How To Guides Your HubSpot CRM Import Time Machine (aka: Go Back! Undo! Help me get that data out of there!) I’m sure I’m not the only one who has noticed that in HubSpot CRM, there is no native feature
How To Guides The Ultimate Preparation Guide for Importing Data from CSV into HubSpot You know the phrase — measure twice cut once. Think of this as your #1 principle when preparing for a data import. Measuring in this sense means prepping your CSV file to meet the
How To Guides Explained: Setting the Lifecycle Stage When Importing Into HubSpot As you may be familiar, HubSpot allows you to import Contacts in bulk using their native CSV-import tool. It is a requirement of this tool that you set a Lifecycle Stage for these
How To Guides How to Turn 5 Years of Task Data Into Meaningful Insights Our team is doing data migration projects. Every month we resolve about 1,000 tasks and team had an intuition that by analyzing historical data we can find bottlenecks and identify processes that
Best Practices It’s Here: Your Survival Guide for Conquering Your Next Data Migration What to Know Before you Embark on a Data Migration from Import2
Best Practices Your Need-to-Know Guide for a HubSpot CRM Migration Hubspot Data Migration Tips & Tricks from Import2
Best Practices Considering a move to Zendesk? Read This Before You Pull the Trigger Zendesk Data Migration Tips and Tricks from Import2
How To Guides Removing Duplicate Records in your CRM Your database isn’t perfect. It might be a mess. It might just need a small dose of spring cleaning. The most common issue? Duplicate records. As a former database adminstrator and freelance
