Migrate from HubSpot

Universal Migrator makes leaving HubSpot easy.

Are you a consultant or migration department?

What migrates from HubSpot?

Universal Migrator transfers all the following data and more.

Firm Data

	Practice Areas
	Users

Matter Data

	Matters
	Matter Stages
	Matter Notes
	Matters <=> Participating Contact Relationships
	Matters <=> Participating User Relationships

Calendar Data

	Calendar Entries
	Calendar Entries <=> Participating Contact Relationships
	Calendar Entries <=> Participating User Relationships
	Calendar Entries <=> Related Contact Relationships
	Calendar Entries <=> Related Matter Relationships

Other Data

More Available on Request

Contact Data

	Contacts
	Contact Addresses: Email Addresses
	Contact Addresses: Postal Addresses
	Contact Addresses: Phone Numbers
	Contact Addresses: Websites
	Contact Addresses: Social Media Accounts
	Contact <=> Contact Relationships
	Contact Notes
	Contact Categories
	Contact Categories <=> Participating Contact Relationships

	Communications
	Communications <=> Matter Relationships
	Communications <=> Participating Contact Relationships
	Communications <=> Participating Email Address Relationships
	Communications <=> Participating User Relationships

Task Data

	Task Entries
	Task Entries <=> Assigned to User Relationships
	Task Entries <=> Related Contact Relationships
	Task Entries <=> Related Matter Relationships

Where can I migrate HubSpot to?

1/19

Your app not listed? Request a new destination.

Have Questions?

Schedule a free consultation.

Free Zoom Consultation

Are you a consultant or migration department?

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.

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.

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.

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.

To migrate from HubSpot, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for HubSpot are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

IT Professionals with an active Bronze Migration Specialist certification

What Should I Expect When Migrating?

Have more questions? Get in-depth answers from a member of our team.

Free Zoom Consultation

Are you a consultant or migration department?

Migrate like MedTech.

Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.

Zero Downtime.

Universal Migrator is facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.