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Migrate from HubSpot

Universal Migrator makes leaving HubSpot easy.

What migrates from HubSpot?

Universal Migrator transfers all the following data and more.

Firm Data

Practice Areas


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

Calendar & Events

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

Need More?

More Available on Request


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

Tasks & To-Dos

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

Where can I migrate HubSpot to?

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What a Migration Specialist Should Know



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.

Migrate like MedTech.

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.

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.

No Mistakes - No Human Error - Ever.

No Mistakes - No Human Error - Ever.

Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.

Zero Headaches.

Zero Headaches.

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.

Universal Migrator transfers Big & Small Firms

Universal Migrator handles projects of all sizes.

1000+ Attorneys

300,000 Documents

100+ Staff

100+ Staff

4 Staff

8 Staff

800,000+ Documents

7 Locations

14 Locations

2 Locations

4 Locations

10,000,000+ Documents

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