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HubSpot Data Migration

Solutions partner accreditation for migrating data from legacy CRM platforms to HubSpot.
Preparation Guide

Will be updated for the H1 2025 accreditation cycle

Ready, set, grow

The next application window for accreditations opens on August 5.

 

About This Program

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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.

  • Which partners are eligible for this accreditation?

    • 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 and all other requirements outlined in the prep guide

  • 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

    Data Migration Submission for Round

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

    Access the Preparation Guide

    Accreditation Expert Session

    These virtual events are dedicated to providing an in-depth review of the accreditation. 

    Leading HubSpot Subject-Matter experts (SMEs) will provide the following information:

    • Understand the ideal customer profile
    • Learn how to put together a compelling submission
    • Gain knowledge about what our judges want to see in your submissions
     
    Registration Opens in early 2025

    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.

    For more details about the prerequisites, application prompts, and required materials as it relates to applying to this accreditation, download and review the Preparation Guide.

    Testimonials

    The certifications required for the Accreditation force a familiarity with HubSpot's software and methodology, which is good and important, particularly for newer team members.

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    Applications are Closed.

    Application Window Opens in H1 2025

    (Offered in English only)