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Enterprise Data Migration & CRM Integration

Data migration, HubSpot integration, and infrastructure engineering for an Asia-Pacific expert network. 700K+ record migration from CSV to structured PostgreSQL, custom billing workflows, and location-scoped infrastructure with strict data residency requirements.

Client: APAC Expert Network August 2021 Featured
Enterprise Data Migration & CRM Integration platform screenshot — Data migration, HubSpot integration, and infrastructure engineering for an Asia-Pacific expert network

The Challenge

An Asia-Pacific expert network operating across multiple countries needed to modernize their data infrastructure. Their expert records, over 700,000 across multiple CSV files, needed to be migrated into a proper database structure. Beyond the migration, they needed their internal platform integrated with HubSpot, custom billing and approval processes, and infrastructure that met strict data residency requirements across their operating regions.

What I Built

Data Migration

The core project was migrating 700K+ expert records from scattered CSV files into a structured PostgreSQL database. This wasn’t a simple import. The CSVs had inconsistent formatting, duplicate records, missing fields, and data spread across multiple files that needed to be correlated and merged. I built the migration pipeline, data validation, deduplication logic, and verification processes to ensure every record was accounted for.

HubSpot Synchronization

Built a full bi-directional synchronization between the internal Laravel platform and HubSpot CRM. Contacts, companies, deals, and custom properties stay in sync across both systems, and changes in either direction propagate automatically. This replaced manual data entry that was eating hours of the operations team’s time.

Custom Billing & Approval Workflows

Developed billing and approval processes tailored to the expert network model: tracking expert engagements, managing approval chains, and generating billing records. The system handles the complexity of multi-party billing where clients, experts, and the platform all have different rate structures.

Data Security & Infrastructure

Designed and deployed location-scoped infrastructure meeting data residency requirements. This ensures expert data stays within the required geographic boundaries. Implemented data security measures across the platform, including access controls and audit logging.

Data Analysis & Synchronization

Performed data analysis across their datasets to identify patterns, clean inconsistencies, and build reporting. Built synchronization pipelines across multiple databases to maintain data consistency as the platform scaled.

Results

  • 700K+ records migrated from CSV files into structured PostgreSQL with full data integrity
  • Bi-directional HubSpot synchronization eliminating manual CRM data entry
  • Custom billing and approval workflows matching expert network business model
  • Location-scoped infrastructure meeting data residency compliance
  • Data synchronization across multiple databases with consistency guarantees

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