EO HubSpot Rollout
Onboard your chapter in days, not weeks.
A guided five-stage process to migrate your EO chapter’s prospect data into the global HubSpot. Built for chapter chairs and admins — no spreadsheets to lose, no questions left unanswered.
The 5 stages
From spreadsheet to go-live, one stage at a time.
Each stage has a clear owner and a clear exit. You always know what happens next and who you’re waiting on.
- 1
Data Collection
Upload your chapter roster from the existing system. As long as it’s .xlsx, .xlsm, .xls or .csv and under 25 MB, nothing is rejected, and Edge8 handles the mapping.
- 2
Validation & Transform
We validate every record, flag duplicates, and surface anything that needs your call.
- 3
Review Call
A 30-minute call with Edge8 to walk through edge cases together and lock the final spec.
- 4
HubSpot Import
Edge8 imports the clean roster into the global HubSpot. You watch the count climb.
- 5
Go Live
Your chapter is live in HubSpot. Members get their welcome email. Done.
Got questions?
We’ve answered the top five things chapters ask in the FAQ — from data security to what happens if you make a mistake.
Read the FAQ