Lumenbase Portage: CRM migration hub

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. You do not need to visit Integrations first. For the full capability list, entity catalog, and field mappings, see the Lumenbase Portage product page.

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).
4. Migrate from Salesforce · Setup guide: accounts, contacts, opportunities, and tasks (Connected App connection).

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 you can continue in the background from Data Hub or Import History.
5. Summary: review results, roll back if needed, then disconnect or keep the source integration as you prefer.