# Start with existing data in 30 min

Set up a new Hardfin organization by import and integrating data in 30–60 minutes.

## Quick setup guide

A step-by-step guide to migrate existing data into Hardfin through our import tools and integrations.

### Prerequisites

* Basic information about your organization
* Your business data in one or more of:
  * Spreadsheets tracking asset deployments
  * Task management software recording projects
  * CRM system (HubSpot or Salesforce)
  * Exportable ERP/accounting data (such as QuickBooks Online or NetSuite)
* Access to data in these systems

### 1. Create your organization (5 minutes)

* [ ] [Sign in to Hardfin](https://assets.hardfin.com/) using your business email
* [ ] [Add basic information](/manage-your-account/organization.md) in your organization profile
* [ ] [Invite team members](mailto:?subject=Log%20in%20to%20Hardfin\&body=Hi%20team%20-%20I've%20set%20up%20Hardfin%20so%20we%20can%20manage%20our%20assets%20and%20projects%20in%20one%20place.%0A%0APlease%20log%20in%20when%20you%20have%20a%20chance%3A%20https%3A%2F%2Fassets.hardfin.com%0A%0AYou%20can%20find%20the%20user%20guide%20here%3A%20https%3A%2F%2Fguide.hardfin.com%2F%0A%0AThanks!) who can support platform onboarding

### 2. Import base data (10 minutes)

* [ ] Export your relevant data from other platforms
  * [ ] Customer data
  * [ ] Location data
  * [ ] Product data
  * [ ] Asset data
* [ ] Verify data and set up your import file
* [ ] Import data into Hardfin

### 3. Connect CRM system (10 minutes)

* [ ] Authorize your CRM system (HubSpot or Salesforce)
* [ ] Map your data fields for Customers[^1] and Projects[^2]
* [ ] Complete your first data sync

### 4. Verify your setup (5 minutes)

* [ ] Review imported data records
  * [ ] Locations
  * [ ] Products
  * [ ] Assets
* [ ] Validate CRM sync by updating a Customer record
* [ ] [Confirm project list](/run-your-business/projects.md#list-all-projects) includes relevant items

## Next steps

You're tracking with Hardfin!

* [Invite team members](mailto:?subject=Log%20in%20to%20Hardfin\&body=Hi%20team%20-%20I've%20set%20up%20Hardfin%20so%20we%20can%20manage%20our%20assets%20and%20projects%20in%20one%20place.%0A%0APlease%20log%20in%20when%20you%20have%20a%20chance%3A%20https%3A%2F%2Fassets.hardfin.com%0A%0AYou%20can%20find%20the%20user%20guide%20here%3A%20https%3A%2F%2Fguide.hardfin.com%2F%0A%0AThanks!) who need platform access
* [Set up a sandbox](/advanced-options/sandbox.md) for integration testing

{% hint style="info" %}
Need help along the way? Our team is here to support you. [Reach out to us](mailto:support@hardfin.com?subject=Getting%20started%20with%20Hardfin\&body=Hello%20-%20I%20am%20trying%20to%20set%20up%20Hardfin%20and%20have%20questions%20about%20getting%20started.%0A%0ACan%20we%20schedule%20time%20to%20talk%3F%0A%0AThanks!) if you have specific questions about getting started with Hardfin.
{% endhint %}

### Also consider exploring

<details>

<summary>Asset operations and project management</summary>

* [Asset movement](/run-your-business/assets.md#move-an-asset-change-an-assets-location) (manage asset logistics)
* [Project assignment](/run-your-business/projects.md#asset-assignment) (link assets to the project)

</details>

<details>

<summary>Advanced asset capabilities</summary>

* [Asset metadata](/run-your-business/assets.md#asset-metadata) (manage custom data fields)
* [Asset files and links](/run-your-business/assets.md#manage-asset-files-and-links) (upload serial records)
* [Asset accounting information](/run-your-business/assets.md#manage-asset-accounting-details) (enter costing for depreciation)

</details>

<details>

<summary>Advanced project capabilities</summary>

* [Product details for a project](/run-your-business/projects.md#adding-or-editing-product-details) (record line items)
* [Project files and links](/run-your-business/projects.md#manage-project-files-and-links) (upload contract files)
* [Project costs](/run-your-business/projects.md#manage-project-costs) (track billable and non-billable details)

</details>

## Common questions

#### What happens to my existing data?

Your data in connected systems remains unchanged. Hardfin creates a synchronized copy of relevant information.

#### Can I import partial data?

Yes, you can choose which data to import from each system. You can always add more data later.

#### What if I need to modify imported data?

Once imported, you can edit any information directly in Hardfin. Changes won't affect your original systems.

#### What if I have custom fields?

Hardfin supports custom field mapping during import. Contact us if you need help with specific custom fields.

[^1]: In Hardfin, Customers are a company that your organization works with:

    * HubSpot refers to these as *Companies*
    * Salesforce refers to these as *Accounts*

[^2]: In Hardfin, Projects are a commercial activity that your organization works on:

    * HubSpot refers to these as *Deals*
    * Salesforce refers to these as *Opportunities*


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guide.hardfin.com/getting-started/start-with-existing-data-in-30-min.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.