Migration to Hudu: Overview & Best Practices

This article provides a clear, practical overview for migrating your documentation into Hudu. It is designed for teams who have already decided to move to Hudu and want a structured approach for preparing the environment and importing data.

Before You Begin

Start by gathering:

  • Where your current documentation is stored

  • What export options those systems provide

  • The types of items you plan to bring into Hudu

  • How you want your documentation organized going forward

This is a good time to clean and standardize your existing content by removing outdated items and aligning naming conventions.

Should You Connect Integrations Before Migrating?

In most cases, yes. If you use a PSA or RMM that supports company synchronization, connecting the integration before migrating data is recommended.

When integrations are connected first, Hudu can automatically create or sync companies based on your PSA or RMM. This helps ensure:

  • Company names match exactly

  • Duplicate companies are avoided

  • Future synchronization works smoothly

  • Imported items map cleanly to the correct companies

After connecting your integration, review the synced companies and confirm they match your expectations. You can also add any internal or non-PSA companies manually or import them using Hudu’s CSV importer.

When You Might Not Want to Connect Integrations First

There are a few situations where connecting integrations upfront may not be ideal:

  • You are using a testing or sandbox environment and do not want production companies synchronized yet.

  • You prefer to build your company structure manually before introducing automated sync.

  • Your PSA or RMM does not include all the companies you want to manage in Hudu.

  • You are performing a custom migration where companies need to be created or imported in a specific order.

In these cases, you can manually create companies or use the CSV importer first, then connect integrations later.

Migration Resources and Tools

Hudu supports several methods for importing data. You can use any combination depending on your source system and export formats.

Community Migration Scripts

The Hudu community maintains scripts for many commonly used documentation platforms.

Browse available resources at: https://community.hudu.com/script-library

These scripts can help with importing data such as companies, assets, passwords, and knowledge base articles, depending on what the platform provides.

Native Hudu CSV Import

Hudu provides built-in CSV import functionality that makes it easy to import structured data from spreadsheets.

The CSV importer supports:

  • Companies

  • Assets (mapped to your configured layouts)

  • Passwords

  • Knowledge Base articles

CSV import is a fast and straightforward option when your current system can export clean CSV files.

Hudu API

For teams with technical resources or structured data that doesn’t fit CSV import, the Hudu API offers full flexibility for automated and repeatable migration workflows.

This approach is helpful for custom field mapping or large-scale imports.

Manual Migration

Some documentation is easiest to bring over manually, especially items that benefit from reformatting or restructuring. Manual migration is useful for articles, procedures, attachments, and freeform notes.

Suggested Migration Flow

A phased migration helps keep things organized and reduces rework.

1. Prepare Your Hudu Environment

  • Add or import companies

  • Create or adjust asset layouts

  • Configure permission groups

  • Enable SSO (optional)

  • Connect PSA/RMM integrations if appropriate

Preparing your structure first ensures that incoming data maps correctly.

2. Migrate in Stages

Many teams follow this order when bringing data into Hudu:

  1. Companies

  2. Asset types and assets

  3. Passwords

  4. Knowledge Base articles

  5. Attachments and files

  6. Additional internal or team-specific documentation

Working in stages makes it easy to validate each area before moving forward.

3. Review and Organize

After importing your data:

  • Spot-check companies and assets

  • Confirm relationships and linking

  • Organize article categories

  • Standardize naming conventions

This ensures your environment is consistent and ready for daily use.

Additional Resources

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