CRM workspace migration wizard
Use the Data Hub migration wizard, two-phase import for large orgs, and background batch jobs to move pipelines, contacts, deals, and activities from your previous CRM.
By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20267 min read
Frequently asked questions
What does Migrating from Pipedrive (Portage) cover?
Migrating from Pipedrive (Portage) explains use lumenbase portage in data hub to move pipelines, contacts, companies, deals, and activities from pipedrive with scan, preview, background import, and rollback. with practical setup and workflow guidance for revenue teams.
Who should read Migrating from Pipedrive (Portage)?
Sales, revenue, and customer success teams should read Migrating from Pipedrive (Portage) when they need a clear, implementation-focused workflow in Lumenbase.
How do I apply Migrating from Pipedrive (Portage) in Lumenbase?
Use the step-by-step guidance in Migrating from Pipedrive (Portage) and then apply the same flow directly in your workspace with your live records and tasks.
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