EO HubSpot Rollout
Onboard your chapter in days, not weeks.
A guided five-stage process to migrate your EO chapter's member data into the global HubSpot. Built for chapter chairs and admins — no spreadsheets to lose, no questions left unanswered.
The 5 stages
From CSV 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. We accept a CSV — 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