Portal Migrator

Purpose

The Portal Migrator Tool is built to simplify and streamline the process of transferring data between two HubSpot portals. Whether you're consolidating CRM data, migrating from a test or sandbox environment to production, or re-platforming due to organisational changes such as mergers or rebranding, it supports the migration of key HubSpot objects, including contacts, deals, emails, workflows, lists, and more, while preserving relationships and properties. After migration, a summary shows success, failure, and skipped counts, with detailed error insights. You can also download an Excel report for audits and troubleshooting, ensuring a smooth, transparent migration process.

Note: This package allows only two complete migrations.

Prerequisites

Before starting, ensure you have:

Access to both Source & Destination HubSpot Portals
Super Admin or Equivalent Permissions on both portals
HubSpot Marketing or Sales License (depending on object types)

1. Log in to the Tool

Open: https://hubspotportalmigrator.hubresolution.com/dashboard

Enter your email and password to access the dashboard.

2. Connect HubSpot Portals

You'll be prompted to connect two portals via HubSpot OAuth:

Source Portal Existing data
Destination Portal New portal for migrated data

“Authorize both accounts.”

Once connected, you'll see green indicators confirming portal linkage.

3. Select Data to Migrate

Choose the objects you want to migrate:

Contacts, Companies, Deals, Tickets
Line Items, Lists, Forms
Workflows, Emails, Engagements

“Click 'Start Migration' to begin.”

User, property, and relationship mappings are handled automatically.

4. Track Migration Progress Live

You're redirected to the Migration Progress Dashboard:

For each object, view:

Total records
Live migration count
Status (with indicator)

Progress updates in real-time, no page refresh needed.

5. View Migration Summary

Once migration completes, you're redirected to the Summary Page, which shows:

Record count per object
Status:Success |Failed |Skipped
Expandable error messages (per object)

6. Download Excel Report

Overview Sheet Summary of each object
Error Tabs for any failed/skipped records

Use this report for internal documentation or troubleshooting.

7. Download report error details

After migration, download an Excel report with record counts, success/failure rates, and a dedicated error details tab. Easily review failed records with exact error messages for quick troubleshooting.

1.1 Post-Migration Guide:

Re-Running a Migration

You can rerun the migration for specific objects anytime:

1. Go to the Dashboard
2. Reconnect HubSpot portals if needed
3. Select the object(s) to rerun.
4. Click Start Migration

1.2 Tips for Best Results

Verify permission levels are the same on both platforms.
Subscription should be higher or the same on the destination portal.
Make sure all active users from the source portal are present on the destination portal.
For errors:
1. Expand the accordion section
2. Or download the detailed Excel report