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How to Migrate from HubSpot to HubSpot: A 5-Step Guide
Reviewed by the MigrateMyCRM team at SyncMatters — a HubSpot Elite Solutions Partner and ISO 27001–certified CRM data migration platform.
Migrating from HubSpot to HubSpot doesn't have to mean messy CSV exports, manual imports, or duplicate records. Below is the exact HubSpot to HubSpot migration process — five steps from connecting your accounts to a fully validated data transfer.
Step 1: Connect Your source and target HubSpot Accounts
Enter your HubSpot credentials to authorize a secure connection between the two systems. This replaces manual CSV exports and native import tools with a direct, authenticated integration — the standard first step in any HubSpot to HubSpot data migration.
Step 2: Run a Free Sample Migration
Once connected, your HubSpot to HubSpot field mapping is generated automatically. MigrateMyCRM then migrates a small sample of your records (about 10%) into HubSpot at no cost, so you can see exactly how contacts, deals, and companies land before committing to a full HubSpot to HubSpot import.
Run the sample as many times as you need — each new one replaces the last, so you're always testing against a clean result.
Step 3: Review Your Sample Migration Results
Compare your sample against the original HubSpot data. Auto-mapping handles most standard fields, but two areas typically need a manual check:
- Custom fields — source custom properties don't always have a direct HubSpot equivalent and may need to be recreated/mapped by hand
- Users matching - you don't always have the same set of users in both HubSpot portals, and may need to choose recreate missing users in destination portal or rematch to existing users and reassign data ownership.
Step 4: Update Your Field and Object Mappings
Adjust mappings for objects, fields, and users to match your actual sales process — not just the auto-mapped defaults. You can create and map new custom fields and users directly through the mapping interface, giving you full control over how your deals, contacts, and companies migrate to the new HubSpot portal.
Step 5: Run the Full HubSpot to HubSpot Migration
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Once your sample and mappings look right, proceed with payment and run the full migration. Contacts, companies, deals, activities, notes, emails, and attachments transfer with their associations preserved — so your migrated HubSpot CRM reflects real relationships, not just isolated records.
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