Start with existing data in 30 min
Last updated
Last updated
Set up a new Hardfin organization by import and integrating data in 30–60 minutes.
A step-by-step guide to migrate existing data into Hardfin through our import tools and integrations.
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
Verify data and set up your import file
Import data into Hardfin
Authorize your CRM system (HubSpot or Salesforce)
Map your data fields for and
Complete your first data sync
Review imported data records
Locations
Products
Assets
Validate CRM sync by updating a Customer record
You're tracking with Hardfin!
Your data in connected systems remains unchanged. Hardfin creates a synchronized copy of relevant information.
Yes, you can choose which data to import from each system. You can always add more data later.
Once imported, you can edit any information directly in Hardfin. Changes won't affect your original systems.
Hardfin supports custom field mapping during import. Contact us if you need help with specific custom fields.
includes relevant items
who need platform access
for integration testing
Need help along the way? Our team is here to support you. if you have specific questions about getting started with Hardfin.
(manage asset logistics)
(link assets to the project)
(manage custom data fields)
(upload serial records)
(enter costing for depreciation)
(record line items)
(upload contract files)
(track billable and non-billable details)