Adopt a QuickBooks customer into the canonical identity store. Plan shows what would happen (read-only, always safe). Adopt writes it — one customer, chosen by you. Five clean adoptions unlock phone search.
📇 HubSpot contact import
Copies every real HubSpot contact into SGD's own database (junk like Indeed applicants is filtered out). Dry run counts without writing. Import writes, ~500 at a time, and keeps going until done. Run this before cancelling HubSpot.