Migrate from HubSpot

Move your HubSpot workspace to Lumenbase

Scan pipelines, contacts, companies, deals, and notes. Preview the result, then import in the background.

  • Read-only access to HubSpot
  • Preview before anything imports
  • One-click rollback

See your move before you commit

Estimate your move

≈ 25 minfor 6,300 records, rough estimate
  • Deal pipelines & stages
  • Companies
  • Contacts, linked to their companies
  • More data types and rollback of imported records.
Migrate from HubSpot

Comes over from HubSpot

  • Deal pipelines & stages
  • Companies
  • Contacts, linked to their companies
  • Deals with amount, currency, stage, owner, and status
  • Notes on the timeline
  • Owners mapped to your Lumenbase team members

How it works

  1. Scan

    Portage reads your old CRM and counts what is there. Nothing is written yet.

  2. Choose

    Pick what to bring over and match your old users to your new team.

  3. Preview

    Check counts, field mappings and warnings before a single record lands.

  4. Import

    The import runs in the background. Close the tab and keep working.

  5. Review or roll back

    See what came over. Not happy? Remove the imported records in one click.

Built to be safe to try

Read-only access to HubSpot

Portage only reads from HubSpot. Nothing in your source CRM is changed, moved, or deleted at any point in the migration.

One-click rollback

Not happy with the result? Roll the migration back in one click and every record it created is removed. Records you edited after the import, or that were merged into records you already had, are kept.

Preview before anything imports

A preview shows exact record counts, field mappings, and warnings (unmapped owners, missing links) before a single record is written.

Runs in the background, resumes if interrupted

Large workspaces move over gradually and pick up where they left off if interrupted. Your team keeps working in both tools while it runs.

Credentials stay encrypted

Your API key for HubSpot is stored encrypted in this workspace's vault. Disconnect it anytime.

Migrate in passes without duplicates

Run Portage again whenever you like; already-imported records are detected and skipped, so re-runs never create duplicates.

Field-by-field mapping

Exactly which source field lands where. Open a record type to see it.

Lumenbase fieldDeal pipeline
Namelabel
OrderdisplayOrder

Lumenbase fieldPipeline stage
Namelabel
OrderdisplayOrder
PipelinepipelineId

Lumenbase fieldCompany
Nameproperties.name
Websiteproperties.website | domain
Phoneproperties.phone
Addressproperties.address
Ownerproperties.hubspot_owner_id

Lumenbase fieldContact
First nameproperties.firstname
Last nameproperties.lastname
Emailproperties.email
Phoneproperties.phone | mobilephone
Companyproperties.associatedcompanyid
Ownerproperties.hubspot_owner_id

Lumenbase fieldDeal
Titleproperties.dealname
Amountproperties.amount
Currencyproperties.deal_currency_code
Close dateproperties.closedate
Stageproperties.dealstage
Pipelineproperties.pipeline
Ownerproperties.hubspot_owner_id

Lumenbase fieldNote
Bodyproperties.hs_note_body
Dateproperties.hs_timestamp
Ownerproperties.hubspot_owner_id
Activity typeAlways note

Rather not do it yourself?

Messy data, an unusual setup, or no time for it. We can run the migration with you, free.

Try the full workspace free for 30 days. No credit card required.