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 using your business email

• Add basic information in your organization profile

• Invite team members 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 and

• 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 includes relevant items

Next steps

You're tracking with Hardfin!

• Invite team members who need platform access
• Set up a sandbox for integration testing

Need help along the way? Our team is here to support you. Reach out to us if you have specific questions about getting started with Hardfin.

Also consider exploring

Asset operations and project management

• Asset movement (manage asset logistics)
• Project assignment (link assets to the project)

Advanced asset capabilities

• Asset metadata (manage custom data fields)
• Asset file attachments (upload serial records)
• Asset accounting information (enter costing for depreciation)

Advanced project capabilities

• Product details for a project (record line items)
• Project file attachments (upload contract files)
• Project costs (track billable and non-billable 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.