Who do you want to do your migration?
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
What a Migration Specialist Should Know
about
HubSpot
HubSpot is a:
Browser-Based Application
This means that firm members can typically access HubSpot from anywhere with an internet connection. When they need to use HubSpot, they enter HubSpot credentials into a HubSpot website and are able to access all their data from there.
HubSpot is a:
General Customer Relationship Management System
General customer relationship management systems (CRMs) are used to keep track of clients and the services they utilize.
Universal Migrator extracts data from HubSpot via:
API Connections
The following credentials are required:
Admin HubSpot Credentials
The Migration Specialist will need an Administrator username and password into HubSpot in order to extract your data.
The computer used to migrate from HubSpot:
Can be located Anywhere
Because data is extracted from HubSpot via the internet, the migration can be run from any suitable location.
In order to migrate from HubSpot:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from HubSpot to users in the new system.
Backing up communications from HubSpot includes:
Email Communications
When HubSpot stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.
Phone Call Logs / Summaries
Inside of HubSpot, users have the ability to store phone call notes/logs that keep track of who was on the call and what was discussed. This information can be backed up and transferred to compatible systems.
The following people are required for a migration from HubSpot:
Migration Specialist
The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.
Firm Administrator
The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.
To migrate from HubSpot, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for HubSpot are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
IT Professionals with an active Silver Migration Specialist subscription
IT Professionals with an active Bronze Migration Specialist subscription
