Migrate from Centerbase to HubSpot

Centerbase Clients map directly to HubSpot Companies. Client name becomes Company name, billing address becomes company address. Multi-contact clients in Centerbase collapse to one primary Company record with secondary contacts as associated HubSpot Contact records. Parent-client hierarchies map to HubSpot's Parent Company field.

Centerbase Contact fields (name, email, phone, address) map 1:1 to HubSpot Contact properties. Contacts linked to a Client become Contacts associated with the corresponding HubSpot Company via the Company association. Original create dates preserved as custom datetime properties since HubSpot Createdate reflects migration time.

Centerbase Matters become HubSpot Deals (Opportunities). The matter name becomes Deal name, responsible attorney becomes Deal owner, matter status maps to Deal stage via value mapping. Billable hours and billing information stays in Centerbase — the Deal amount field can be populated with estimated matter value or left blank with a reference to Centerbase billing.

Non-billable matter types (client support cases, internal service requests) map to HubSpot Tickets instead of Deals. Ticket subject becomes the matter name, ticket status maps from matter status, and the original matter ID is preserved as a custom property for traceability. This requires your team to decide which Centerbase matter types route to Deals vs. Tickets before migration.

Centerbase matter statuses (Open, Pending, Closed, etc.) map value-by-value to HubSpot Deal stage values. Each HubSpot pipeline must have its stage pick-list configured to match the mapped values. Stage-transition timestamps from Centerbase are preserved as custom datetime fields on the Deal.

Documents and file attachments linked to Centerbase Matters are downloaded and re-uploaded to HubSpot Files, associated back to the corresponding Deal (Opportunity) or Ticket. File size limits apply — HubSpot's default file size limit is 25MB per file. Inline images in documents are downloaded and rehosted.

Time entries represent billable hours in Centerbase. HubSpot has no native time-tracking object. We preserve time entries as a custom object (Time_Entry__c) linked to the Deal, storing hours, date, attorney name, description, and billing status. Billing calculation must remain in Centerbase.

Invoices, payments, trust transactions, and AR records stay in Centerbase. HubSpot has no native billing module. Your firm must continue using Centerbase's accounting module for financial operations post-migration. We export invoice and payment history as a reference dataset for reconciliation if needed.

Centerbase custom fields on Matters (origination codes, billing arrangements, practice area, judge assignment) map to HubSpot custom properties on the Deal or Ticket object. HubSpot-side custom property creation is required before migration. Type-aware mapping applies: dropdowns become pick-lists, dates become date properties, numbers become number properties.

Centerbase staff assignments on Matters (Responsible Attorney, Paralegal, Billing Contact) map to a combination of HubSpot Deal Contact Roles and custom properties. The primary attorney maps to the Deal owner; additional staff roles are stored as a multi-select custom property or as separate contact associations with role labels.

Centerbase calendar entries and appointments map to HubSpot Meetings (engagement records). Original start/end times, attendee list, and meeting notes are preserved. The meeting is linked back to the associated Matter via a custom property or association. Calendar data migration enables your team to view historical meeting activity within HubSpot alongside related Deals and Contacts for complete context.

Centerbase notes and activity log entries map to HubSpot Notes attached to the corresponding Contact, Company, or Deal. Original timestamps and author information are preserved. Multi-line notes with rich text are converted to HubSpot's note format. This migration preserves your historical communication records and ensures that important context from past client interactions is available to your team in HubSpot.