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HubSpot Data Migration Accreditation

Solutions partner accreditation for migrating data from legacy CRM platforms to HubSpot
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Last updated January 31, 2024

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About This Program

The HubSpot Data Migration Accreditation is a credential that validates the skills and strategic experience required to migrate legacy CRM platforms to the HubSpot CRM platform.

In addition to product-specific knowledge, the skills and experience required to earn this accreditation include elements of project and stakeholder management, change management, and professionalism throughout the sales and discovery processes.

Eligible partners who have completed large-scale migrations are encouraged to apply.

Get all of the information you need in order to prepare for the judging process!

Download the Preparation Guide Download the preparation guide here

Which partners are eligible for this accreditation?

You can apply for this accreditation if you:

  • Are a Platinum, Diamond or Elite partner
  • Have completed data migration projects within the last 12 months and have access and the right to share documents, proposals, project plans, and resources leveraged with HubSpot
  • Meet the HubSpot Academy certification prerequisites as outlined in the Prerequisites section below

What are the benefits of earning this accreditation?

  • Improved recognition and discoverability in the Solutions Directory
  • Potential access to new program launches
  • Possible invitations to new product betas
  • Possible consideration for engagement with some of HubSpot’s largest and most complex deals

 

Testimonials

 

How it Works

To apply for this accreditation, partners should first verify that their organization has completed the prerequisite certifications (see below).

From there, the application process consists of three rounds:

Before applying, partners should verify that they have at least 3 certified users across a total of 5 different employees for each of the following certifications:

  • Marketing Hub Implementation
  • Sales Hub Implementation
  • Marketing Hub Software
  • Sales Hub Software
  • Service Hub Software
  • Platform Consulting
  • Data Integrations
  • Salesforce Integration
  • Objectives-Based Onboarding
  • HubSpot Reporting

Before applying, partners should also verify that they have at least two certified users for each of the following certifications:

  • HubSpot Architecture I (2x)

If you would like to have your team members upload their own evidence of certifications, simply click on "Invite Collaborators" at the top-right corner of this page and provide their email addresses.

Additional Prerequisites

  • Completed at least 2 separate data migration projects within the last 12 months, using marketplace apps, APIs or other custom solutions. 
  • Experience in migrating data to standard HubSpot objects along with additional contextual data. That is to say, experience exclusively with HubSpot-native import tools is not sufficient for this accreditation. 
  • Experience with other leading CRMs (like Dynamics or Salesforce), marketing automation platforms (such as Pardot, ActiveCampaign or Marketo) or helpdesk systems (like Zendesk, Zoho Desk or Intercom) 

You can review the entire prerequisite list of certifications in the Accreditations Prerequisite Learning Path here.

In this round you’ll select two different migration projects from within the last 12 months to profile and complete the following steps:

  1. Upload documents to showcase your migration methodology, leveraged for an actual migration engagement.
  2. Complete a video case study, profiling a different migration project you completed successfully.
  3. Provide contact information for two references - one at each of the customers referenced in this round. Note these references are requested in Round One, but not required for completion until Round Two. 

Please plan to submit documents from actual customer engagements. Your focus should be on depth and clarity rather than volume. The best submissions clearly include all referenced requirements from each prompt. Please read the contents carefully to ensure the highest quality submission.

Between Rounds One and Two: Your application will be reviewed by the Hubspot team to determine if you will move forward to Round Two. You will be notified by email of your application status, and should also be able to check via your Submittable account.

You’ll start this round by offering your thoughts on “complexity” as it relates to data migration projects, and then complete a single practicum exercise regarding a fictional customer, Anagram Associates.

In this round, you will be asked to complete a 30-minute interview and question-and-answer (Q&A) session in which a HubSpot subject-matter expert (SME) will ask you clarifying questions about your case study and business artifact submissions from the previous rounds.

After Round Three: Your application will be reviewed by the Hubspot team to determine if the accreditation will be awarded. You will be notified by email of your accreditation status, and should also be able to check via Submittable. 

If you are awarded the accreditation, you will be notified by email. You should then expect to receive an “offboarding” email from the Accreditations team with next steps. You will also receive the Advanced CRM Accreditation designation in the Solutions Partner Directory.

Application Window Closes: 3/20/24

Round One Decision: Late April

Round Two Deadline: Late May

Round Three Deadline: Mid July

Final Decision: Mid July

How to Apply

Applications are Open!

Apply Now