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CRM MIGRATION

Move your CRM.
Keep the customer story.

Bring your people, companies, deals, and history together. Map what matters, test a sample, and move when your team is ready.

Start your migrationExplore migration paths

HubSpot, GoHighLevel, and structured exports

Your migration planInteractive example
Source exportSpacebrain
PeopleCompaniesDeals

Include notes, ownership, and the relationships between records.

Your source stays available during acceptance.

START WITH YOUR SOURCE

Choose your migration source.

Bring the useful data with you. Start with the system you use today, then decide what to map, review, and move.

CRM PLATFORM

HubSpot

Move core CRM records and relationships into a simpler connected operating model.

Example mapping

HubSpotSpacebrain
ContactsPeople
PropertiesFields

CRM PLATFORM

GoHighLevel

Separate client or location data, then rebuild the required CRM, communication, booking, and automation paths.

Example mapping

GoHighLevelSpacebrain
LocationWorkspace
OpportunitiesDeals

STRUCTURED FILES

Spreadsheets

Turn scattered files into governed People, Companies, Deals, pipelines, attributes, and audiences.

Example mapping

SpreadsheetsSpacebrain
RowsRecords
ColumnsFields

PLAN THE ROLLOUT

Make the move work for your team.

CRM cleanup

Use the move to review duplicate records, stale properties, unused stages, and unclear ownership.

Agency client onboarding

Bring a new client into an isolated workspace with an explicit source, mapping, and acceptance record.

Phased adoption

Start with the data for one workflow, prove the result, and move additional operations in controlled phases.

FOUR STEPS. ONE CONTROLLED MOVE.

See the plan before you make the switch.

A successful import is more than matching record counts. Check the relationships and workflows your team relies on.

  1. 01

    Inventory

    Know what is moving.

    List your systems, records, fields, owners, and the workflows that depend on them.

  2. 02

    Map

    Connect the customer story.

    Choose where each field and relationship belongs. Agree on duplicate rules before importing.

  3. 03

    Validate

    Prove it with a sample.

    Check a representative import for missing relationships, rejected rows, and ownership.

  4. 04

    Cut over

    Move when the team is ready.

    Agree on the final source window, keep a recovery path, and activate workflows after acceptance.

KEEP WHAT MAKES YOUR CRM USEFUL

The relationships matter as much as the records.

Decide what belongs in Spacebrain before the full move. Rebuild the fields and workflows your team actually uses.

Read the CRM setup guide

Customer records

People, companies, deals, and their connections.

Working context

Ownership, notes, attributes, and pipeline stages.

The next step

Audiences, inbox, booking, email, tasks, and reporting—connected after acceptance.

FOR AGENCIES

One repeatable process.
Every client kept separate.

Use the same intake, mapping, and validation process for each client. Keep source data, ownership, and acceptance tied to the right workspace.

Explore agency tools
A
Client ADedicated workspace
Scope
B
Client BDedicated workspace
Map
C
Client CDedicated workspace
Validate
FREQUENTLY ASKED QUESTIONS

Questions about CRM migration.

Can Spacebrain help migrate from HubSpot?

Yes. Start by defining the HubSpot records, properties, relationships, pipelines, ownership, notes, and history that matter, then map and validate them against the Spacebrain model.

Can Spacebrain help migrate from GoHighLevel?

Yes. Migration planning can cover CRM records and the connected communication, booking, automation, and client-workspace structure that needs to be rebuilt in Spacebrain.

Can I import from another CRM or spreadsheet?

Yes. Structured files can be mapped into Spacebrain CRM records. Begin with a representative file and confirm field, relationship, duplicate, and rejected-row behavior before a full import.

Will every old field and workflow be copied?

Not automatically. The migration should preserve useful customer truth and required operations while intentionally removing stale fields, duplicate structures, and workflows that no longer belong.

How do we reduce migration risk?

Use a written source inventory, explicit mappings, a small representative import, acceptance checks, exception review, a controlled cutover window, and a retained source-system boundary until the result is accepted.

READY FOR A CLEANER START?

Move the history.
Build what comes next.

Start with a bounded migration plan and prove the result before the full cutover.

Start your migrationView pricing