Case 21 / Metric-supported

Migrating 4,353 Trello Orders Into a Fully Reconciled HubSpot CRM

This was not a bulk import. It was a controlled reconstruction of years of operational history, relationships and source evidence.

Client
Cobrapparel
Sector
Apparel sales, production and fulfilment
Capability
CRM migration, Python ETL, data architecture, HubSpot implementation
Evidence
Metric-supported

Platforms & tools

  • Trello Source workflow
  • Python ETL and validation
  • SQLite Staging and reconciliation
  • HubSpot Destination CRM

Product names and logos are trademarks of their respective owners. They are shown only to identify tools used in the work; no endorsement or partnership is implied.

Evidence note: Results retain the supplied evidence label and reporting context. Attributed or estimated results describe the available record, not an unsupported claim of causation.

The Challenge

Cobrapparel was managing sales and fulfilment activity in a large Trello order-monitoring board. Customer, company, product and date details were embedded in card titles; quantities and prices appeared across descriptions and comments; newer comments often superseded earlier information; and sales history, fulfilment stages, attachments and audit context were mixed together. Company and contact naming was inconsistent, while a standard Trello export did not necessarily contain the complete comment history. A basic CSV import would have lost relationships and context while creating a serious duplicate and data-quality risk.

What I Did

I built a repeatable Python extraction, transformation and loading system that retained the Trello source key at every stage. Immutable raw snapshots fed a normalised SQLite staging layer, where parsing, duplicate checks and confidence rules produced review workbooks before anything could be approved for HubSpot. Records were then loaded in dependency order as Deals, Companies, Contacts, fulfilment Tickets, Notes, attachment representations and associations. A persistent ID ledger made the process resumable and prevented reruns from blindly creating duplicates.

How I Did It

  • 01: Combined Trello API and export capture so operational history could be checked against an immutable source snapshot.
  • 02: Retained original values alongside parsed fields and routed low-confidence records, duplicate risks and missing details through manual review.
  • 03: Preserved descriptions, comments, authors, timestamps, source IDs, URLs and attachment context inside HubSpot Notes and linked records.
  • 04: Expanded live loading through canaries, 50-card and 200-card batches, a 500-card batch and the remaining records only after preview and live readback.
  • 05: Backed the implementation with 17 source modules, 15 test files and 95 test functions covering extraction, loading, reruns and reconciliation.

The Result

The production migration recreated all 4,353 Trello cards as HubSpot Deals alongside 3,100 Companies, 266 Contacts, 3,782 fulfilment Tickets, 20,181 Notes, 3,144 represented attachment assets and 52,742 associations. Final validation found 4,353 of 4,353 expected Deals, completed 80,616 Deal-property checks with zero remaining mismatches, confirmed all 3,782 Ticket stages and found zero missing expected associations. The ledger closed with zero unresolved active rows and no expected association missing endpoint or object-type metadata.

Why It Matters

I treat CRM migration as an evidence-controlled systems project. Preserving provenance, relationships and safe reruns is what makes the new CRM trustworthy after the import is finished.

★★★★★ 5.0 Average from 5 Google reviews

“attentive to our needs as we grow”

David Patrick O’Riordan, RSGx Google review
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Next step

Apply the learning to your customer journey

Moving operational history into a CRM? I can design the source capture, transformation rules, review gates, guarded loading and reconciliation needed to make the result dependable.

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