Migrate from Acumen to HubSpot

Acumen members map directly to HubSpot contacts. Email address is the unique identifier for de-duplication. First name, last name, phone, and address fields carry over as HubSpot contact properties. Unsubscribed flags from Acumen migrate as HubSpot marketing contact suppression. We also preserve the original create date as a custom property on the contact so historical context is retained.

Acumen organizations map to HubSpot companies. Organization name becomes company name, domain becomes website, industry pick-list values map to HubSpot's industry pick-list by value. Parent-child organization hierarchies in Acumen preserve using HubSpot's parent company field. We also capture the organization’s primary contact email and address details as custom fields if they exist, ensuring complete company records.

Acumen membership records (member-to-organization joins with status, tier, and renewal date) have no direct HubSpot equivalent. We create a HubSpot custom object named 'Membership' with fields: member (contact lookup), organization (company lookup), membership_tier, status, start_date, renewal_date, and membership_type. Each membership record retains the original Acumen membership ID as a source_system_id property for later reference and delta syncs.

Acumen donations linked to a member map to HubSpot deals named with the donor's name and donation type. Donation amount becomes deal amount, donation date becomes the deal close date, and the contact is associated as the deal contact. Financial transaction IDs are stored as a custom field on the deal.

Acumen events and registrations split into two HubSpot artifacts: the event record as a custom object with event name, date, venue, and capacity; each registration as a custom object record linked to the event and the attending contact. Registrant attendance status maps to a custom pick-list on the registration record.

Acumen custom fields on members (e.g., certification_level, chapter_affiliation, preferred_language) create HubSpot custom contact properties. Field type is preserved: pick-lists become HubSpot pick-lists with value-by-value mapping, date fields become HubSpot date properties, and numeric fields become HubSpot number properties. For any pick-list fields that contain non-standard values, we flag them for your team to approve a mapping before migration, ensuring data integrity.

Acumen organization-level custom fields (e.g., tax_exempt_status, chapters_owned, member_count_tier) map to HubSpot company custom properties. All type conversions follow the same rules as contact custom properties. Organization-level custom fields with pick-list values require a value-mapping step before migration. We also store the original Acumen field name as a reference property so your team can trace the source of each custom value after migration.

Acumen owner and staff records resolve by email match against HubSpot users. Contacts assigned to an Acumen owner without a HubSpot user match are flagged for your team to assign a HubSpot owner before the full migration runs. Active/inactive status on the Acumen owner maps to the HubSpot user's active flag.

Acumen email and note records linked to a member migrate as HubSpot engagement timeline entries on the contact record. Original timestamp, owner, and subject line are preserved. HubSpot displays these as a chronological activity feed on the contact's record page.

Acumen file attachments on member records download and re-upload to HubSpot Files, then associated to the corresponding contact record. File name and original upload date are preserved as metadata. Inline images in Acumen notes are extracted and hosted as HubSpot file attachments.

Acumen workflow rules (renewal reminders, event-triggered emails, status-update automations) do not migrate. We export Acumen workflow definitions as a structured JSON reference file your HubSpot admin can use to rebuild equivalent logic in HubSpot's workflows and sequences. The exported JSON includes trigger conditions, action steps, and any associated field values, providing a complete blueprint for recreating the automation in HubSpot.

Acumen reports and dashboards do not migrate. The data that feeds those reports (contacts, donations, event registrations) migrates to HubSpot. Your team will need to rebuild reports in HubSpot's reporting tool or connect HubSpot data to an external BI tool like Tableau or Looker.