Every serious CRM was built decades ago and never fully rebuilt.

Lumenbase is a new CRM for the AI age that helps you prioritize your day and engage with the right people in your network.

Full-funnel CRM with lists, leads, deals, and accounts; Lumo AI for daily priorities and outreach; automations, lead scoring, forecasting, and integrations with Gmail, Outlook, Slack, LinkedIn, and more.

Try for free · Features · How it works · AI site digest

    Lumenbase

    Lumenbase Portage — CRM migration hub

    Migration Guide

    Central guide to moving from Pipedrive, Attio, HubSpot, or CSV into Lumenbase with scan, configure, preview, import, and rollback.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 4, 20265 min read

    What is Lumenbase Portage?

    Lumenbase Portage is Lumenbase's CRM migration relay: a guided workspace move from your previous CRM into Lumenbase. It scans your source organization, lets you choose what to import, runs the job in the background, and supports rollback when something goes wrong.

    Open System Operations → Data Hub → Lumenbase Portage when you are logged in. Link your source CRM inside the Portage flow — no need to visit Integrations first. For the full capability list, entity catalog, and field mappings, see the Lumenbase Portage product page.

    Supported origins

    Each origin has CRM-specific marketing pages that open the same Portage wizard in Data Hub:

    1. Migrate from Pipedrive · Setup guide — pipelines, stages, companies, contacts, deals, and activities.
    2. Migrate from Attio · Setup guide — companies, people, deals, and notes.
    3. Migrate from HubSpot · Setup guide — pipelines, contacts, companies, deals, and notes (service key connection).
    For spreadsheets or CRMs without a live Portage connector, use CSV import in Data Hub or see enterprise CSV migration.

    How Portage works

    1. Scan — read-only count of records per entity type in the source CRM.
    2. Configure — choose entity types and map source users to Lumenbase members.
    3. Preview — review counts, pacing (sprint vs slow drip for large orgs), and warnings.
    4. Import — server-side batch job; continue in the background from Data Hub or Import History.
    5. Summary — review results, rollback if needed, then disconnect or keep the source integration as you prefer.

    Quick reference

    Start here: Data Hub → Lumenbase Portage
    Requires: Source CRM API credentials (linked in Portage)
    History & rollback: Data Hub → Import History
    CSV alternative: Data Hub → Import (per entity type)

    Was this article helpful?