Hourglass Content Intelligence
Website ↗
← All conversations

Conversation

21 Oct 2026, 09:29 UTC · 1 question · ID 2af77658fb88
Who asked
Persona
CTO (Chief Technology Officer)
Company
Whirlpool Corporation
Industry
Manufacturing
Pages visited (1)
  1. /products/dataQuestion 1 asked here
Question 1

“How do we import five years of history from our old CRM?”

Answer
Partly answered

The site says imports from other CRMs bring contacts, companies, deals and their history, with a test import and team-by-team rollout, on /platform, /pricing and /solutions/switch-crm. It never says how history comes across (which activity types, any limit on age or volume, or the import method), and the Data Hub page where the visitor asked says nothing about migration.

Section on the siteStatusTicket
/solutions/switch-crmRun a test import (card)Partly answers it
Add historical import detail to the migration playbook on /solutions/switch-crm

Ticket

Paste this into your ticketing tool.

Add historical import detail to the migration playbook on /solutions/switch-crm

Who needs it: CTOs and IT or data teams moving from another CRM (this visitor: Whirlpool Corporation)
Section: /solutions/switch-crm › Run a test import (card)

What is missing:
- Which activity types come across with history (emails, calls, meetings, notes, deal stage changes) is not stated.
- Whether there is any limit on how many years or how much history can be imported is not stated.
- How history is imported (file import, connector from the old CRM or API) is not stated.

Where: Update this section: Extend the "Run a test import" card, and add a line to "Plan the move" on what history to bring.
  Related sections: Move from your current CRM · Bring your history with you

What to do:
1. Confirm with engineering which activity types import with history, any limits on age or volume, and the supported import methods and source CRMs.
2. Add these facts to the "Run a test import" and "Plan the move" cards.

Done when: /solutions/switch-crm states which history comes across, any age or volume limits, and how the import is run.

From: conversation 2af77658fb88, question 1: "How do we import five years of history from our old CRM?"
Who needs it: CTOs and IT or data teams moving from another CRM (this visitor: Whirlpool Corporation)
What is missing
  • Which activity types come across with history (emails, calls, meetings, notes, deal stage changes) is not stated.
  • Whether there is any limit on how many years or how much history can be imported is not stated.
  • How history is imported (file import, connector from the old CRM or API) is not stated.
Where
Update this section: Extend the "Run a test import" card, and add a line to "Plan the move" on what history to bring.
Related sections
Move from your current CRM · Bring your history with you
What to do
  1. Confirm with engineering which activity types import with history, any limits on age or volume, and the supported import methods and source CRMs.
  2. Add these facts to the "Run a test import" and "Plan the move" cards.
Done when: /solutions/switch-crm states which history comes across, any age or volume limits, and how the import is run.
/products/dataData your teams and agents can rely onMissing here
Add a migration section to /products/data

Ticket

Paste this into your ticketing tool.

Add a migration section to /products/data

Who needs it: CTOs and IT or data teams moving from another CRM (this visitor: Whirlpool Corporation)
Section: /products/data › Data your teams and agents can rely on

What is missing:
- The Data Hub page does not mention importing from another CRM or bringing history across.
- No link from Data Hub to the migration playbook.

Where: New section on /products/data, placed after "Data your teams and agents can rely on".
  Related sections: Move from your current CRM · Four steps to a calm switch · Data syncs
  Main topics: Importing records with their history from other CRMs · Which activity history comes across · Test import before going live · Team-by-team rollout with onboarding · Link to the migration playbook

What to do:
1. Draft the section using the confirmed import facts from the switch-crm ticket.
2. Add a link to /solutions/switch-crm from the new section.

Done when: /products/data has a section on moving from another CRM with history, linking to /solutions/switch-crm.
Depends on: Add historical import detail to the migration playbook on /solutions/switch-crm

From: conversation 2af77658fb88, question 1: "How do we import five years of history from our old CRM?"
Who needs it: CTOs and IT or data teams moving from another CRM (this visitor: Whirlpool Corporation)
What is missing
  • The Data Hub page does not mention importing from another CRM or bringing history across.
  • No link from Data Hub to the migration playbook.
Where
New section on /products/data, placed after "Data your teams and agents can rely on".
Related sections
Move from your current CRM · Four steps to a calm switch · Data syncs
Main topics
Importing records with their history from other CRMs · Which activity history comes across · Test import before going live · Team-by-team rollout with onboarding · Link to the migration playbook
What to do
  1. Draft the section using the confirmed import facts from the switch-crm ticket.
  2. Add a link to /solutions/switch-crm from the new section.
Done when: /products/data has a section on moving from another CRM with history, linking to /solutions/switch-crm.
Depends on: “Add historical import detail to the migration playbook on /solutions/switch-crm”
Answer full page
Hourglass brings records across with their full history, so five years of activity comes with you. This page walks through the planned migration: a test import first, then going live team by team. The docs below cover CSV size limits and how duplicates are matched during an import.
Open the answer page ↗
Sections in the answer pageStatus
/platformMove from your current CRM (card)Answers it
/pricingBring your history with you (card)Answers it
/solutions/switch-crmWhat a calm switch looks likeAnswers it
/solutions/switch-crmRun a test import (card)Partly answers it
/products/dataData your teams and agents can rely onMissing here

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.