# 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](https://guide.hardfin.com/manage-your-account/organization) 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](https://guide.hardfin.com/run-your-business/projects#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](https://guide.hardfin.com/advanced-options/sandbox) 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](https://guide.hardfin.com/run-your-business/assets#move-an-asset-change-an-assets-location) (manage asset logistics)
* [Project assignment](https://guide.hardfin.com/run-your-business/projects#asset-assignment) (link assets to the project)

</details>

<details>

<summary>Advanced asset capabilities</summary>

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

</details>

<details>

<summary>Advanced project capabilities</summary>

* [Product details for a project](https://guide.hardfin.com/run-your-business/projects#adding-or-editing-product-details) (record line items)
* [Project files and links](https://guide.hardfin.com/run-your-business/projects#manage-project-files-and-links) (upload contract files)
* [Project costs](https://guide.hardfin.com/run-your-business/projects#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*