Hardfin user guide
  • Welcome
  • Getting started
    • Start from scratch in 5 min
    • Start with existing data in 30 min
  • Set up the basics
    • Customers
    • Locations
    • Products
      • Manage product fields
  • Run your business
    • Assets
      • Move assets
      • Manage asset metadata
      • Scrap assets at end of life
    • Projects
      • Manage project line items
      • Manage project time and costs
      • Manage project renewals
    • Assignments
  • Billing
  • Monitor the details
    • Audit log
    • Notifications
  • Manage your account
    • Account
    • Organization
      • User management
    • Integrations
  • Advanced Options
    • Sandbox
    • API access
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On this page
  • Quick setup guide
  • Prerequisites
  • 1. Create your organization (5 minutes)
  • 2. Import base data (10 minutes)
  • 3. Connect CRM system (10 minutes)
  • 4. Verify your setup (5 minutes)
  • Next steps
  • Also consider exploring
  • Common questions
  1. Getting started

Start with existing data in 30 min

PreviousStart from scratch in 5 minNextCustomers

Last updated 4 months ago

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)

2. Import base data (10 minutes)

3. Connect CRM system (10 minutes)

4. Verify your setup (5 minutes)

Next steps

You're tracking with Hardfin!

Also consider exploring

Asset operations and project management
Advanced asset capabilities
Advanced project capabilities

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.

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)

Sign in to Hardfin
Add basic information
Invite team members
Invite team members
Set up a sandbox
Reach out to us
Asset movement
Asset metadata
Asset file attachments
Asset accounting information
Confirm project list
Project assignment
Product details for a project
Project file attachments
Project costs