CRM migration
Field-level mapping, validation, and rollback between StreetSmart and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
StreetSmart
Source
HubSpot
Destination
Compatibility
10 of 12
objects map 1:1 between StreetSmart and HubSpot.
Complexity
BStandard
Timeline
48–72 hours
Overview
StreetSmart stores student records, career program enrollments, mentor assignments, application submissions, and employer connections in a student‑information model. HubSpot CRM uses Contacts, Companies, Deals, and custom properties organized around a lifecycle_stage pipeline. We map StreetSmart's student profiles to HubSpot Contacts with custom fields for program enrollment, skill badges, placement milestones, and original timestamps. Mentor relationships translate to HubSpot's association model or a custom junction object that preserves session counts, last‑session dates, and feedback scores. Application tracking becomes Deal records linked to employer Companies; Deal stage reflects application status from Applied through Hired. StreetSmart's custom fields and program‑specific properties migrate as HubSpot custom properties, preserving owner assignments and original creation dates. The migration scope does not include StreetSmart's course content, video libraries, or assessment engines; those assets require a separate rebuild plan using HubSpot's CMS or a dedicated Learning Management System. Our process begins with a data‑export audit, proceeds through custom‑object schema creation, runs a sample field‑level diff on a representative slice, then executes the full load with a 24–48‑hour delta‑pickup window to capture any changes made during cutover.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a StreetSmart object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
StreetSmart
Student
HubSpot
Contact
1:1StreetSmart students map directly to HubSpot Contacts. Each student record carries personal info, email, phone, and program enrollment status. The HubSpot Contact becomes the primary record for the student-person entity. Enrollment metadata (program name, cohort, completion date) migrates as custom properties on the Contact record.
StreetSmart
Program Enrollment
HubSpot
Custom Property on Contact
many:1StreetSmart's nested enrollment object (program_id, start_date, completion_date, status, skill_badges) merges into multiple custom properties on the HubSpot Contact: Program_Name__c, Enrollment_Date__c, Completion_Date__c, Completion_Status__c, and Skill_Badges__c (multi-select). This preserves the enrollment timeline without requiring a separate custom object, enables cohort segmentation in HubSpot workflows, and supports reporting on completion rates and skill acquisition across programs.
StreetSmart
Mentor
HubSpot
Contact + Association
many:1Mentors exist as users in StreetSmart with profiles linked to assigned students. We migrate mentor contacts to HubSpot Contacts with a Mentor_Flag__c custom property set to true. The student-to-mentor relationship maps to a custom junction object (Student_Mentor_Relationship__c) storing session_count, last_session_date, and feedback_score so the mentorship history is preserved in HubSpot.
StreetSmart
Application
HubSpot
Deal
1:1Each student application to an employer becomes a HubSpot Deal. The Deal Name is auto-generated as '{Student Name} → {Employer Name} — {Role Title}'. The Deal Stage maps to StreetSmart application status: Applied → 'Applied', Interviewing → 'Interview', Offer Extended → 'Offer', Hired → 'Closed Won', Rejected → 'Closed Lost'. Employer Company links as the Deal's primary Company association.
StreetSmart
Employer / Company
HubSpot
Company
1:1StreetSmart employer profiles (company_name, industry, open_roles, hiring_criteria, interview_rounds) map to HubSpot Companies, with direct mapping of company_name, industry, and website to HubSpot's native fields. Open role details migrate as custom properties: Open_Roles__c, Primary_Hiring_Criteria__c, and Interview_Rounds__c. If multiple students apply to the same employer, their applications become separate Deals all linked to the Company record, allowing placement managers to view the full applicant pipeline from the employer page and update role availability.
StreetSmart
Assessment Score
HubSpot
Custom Property on Contact
1:1StreetSmart assessment results (quiz scores, competency ratings, portfolio reviews) migrate as custom Number or Currency fields on the HubSpot Contact: Assessment_Overall_Score__c, Competency_Rating__c. Original assessment dates preserved in a companion datetime field. These properties enable segmentation by skill level in HubSpot workflows.
StreetSmart
Interview Record
HubSpot
Engagement (Task/Meeting)
1:1StreetSmart interview records (interview_date, interviewer_name, interview_type, outcome, feedback) translate to HubSpot Meetings or Tasks. Interview type (phone_screen, technical, behavioral) maps to HubSpot engagement type. Outcome and feedback notes attach as custom properties on the Engagement record and as a note linked to the corresponding Deal.
StreetSmart
User / Owner
HubSpot
User (by email)
1:1StreetSmart users (placement advisors, program managers) resolve to HubSpot users by email match. Each student record's owner field links to the matching HubSpot user by email lookup. Unresolved owners (email no match) are flagged before migration — teams either invite the user to HubSpot or reassign records to a fallback owner.
StreetSmart
Custom Property (program-specific)
HubSpot
Custom Property on Contact/Deal
1:1StreetSmart custom fields (internship_preference, visa_status, salary_expectation, target_industry) have no native HubSpot equivalent. We create custom properties with matching data types: visa_status as a pick-list, salary_expectation as a number, internship_preference as a boolean. Field-level mapping is validated against HubSpot's property-type constraints before migration.
StreetSmart
Document / Resume Attachment
HubSpot
HubSpot File
1:1Student resumes and portfolio documents attached to StreetSmart profiles re-upload to HubSpot Files associated with the Contact record. File size limits (25MB per file in HubSpot) apply. Documents exceeding the limit are flagged for chunked upload or alternate storage with a link property on the Contact.
StreetSmart
Note / Feedback
HubSpot
HubSpot Note
1:1StreetSmart notes (advisor notes, mentor feedback, interview debriefs) migrate as HubSpot Notes on the Contact record with original timestamps and owner attribution preserved. Rich-text formatting in StreetSmart notes is preserved where HubSpot's note engine supports it; complex formatting falls back to plain text with a reference to the source system.
StreetSmart
Course Content / Video Library
HubSpot
No Equivalent
1:1StreetSmart's course content, video modules, quizzes, and learning paths do not migrate. These require a separate content strategy: HubSpot's CMS for public-facing content, a Learning Management System integration for structured curricula, or rebuild of key materials as HubSpot-measured assets. We document the content inventory for your team to plan the rebuild.
| StreetSmart | HubSpot | Compatibility | |
|---|---|---|---|
| Student | Contact1:1 | Fully supported | |
| Program Enrollment | Custom Property on Contactmany:1 | Fully supported | |
| Mentor | Contact + Associationmany:1 | Fully supported | |
| Application | Deal1:1 | Fully supported | |
| Employer / Company | Company1:1 | Fully supported | |
| Assessment Score | Custom Property on Contact1:1 | Fully supported | |
| Interview Record | Engagement (Task/Meeting)1:1 | Fully supported | |
| User / Owner | User (by email)1:1 | Fully supported | |
| Custom Property (program-specific) | Custom Property on Contact/Deal1:1 | Fully supported | |
| Document / Resume Attachment | HubSpot File1:1 | Fully supported | |
| Note / Feedback | HubSpot Note1:1 | Fully supported | |
| Course Content / Video Library | No Equivalent1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
StreetSmart gotchas
StreetSmart API requires explicit key provisioning
Work Order status enumeration may differ between StreetSmart editions
Attachment metadata stored outside the primary Work Order record
Custom fields schema is not discoverable via public documentation
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Audit StreetSmart data export and map to HubSpot object model
We extract a full data export from StreetSmart covering Students, Program Enrollments, Mentor Relationships, Applications, Employers, and Attachments. We validate record counts, identify duplicate students (same email with multiple program enrollments), and flag custom fields with unmapped data types. The output is a data mapping specification document reviewed by your team before migration logic is written. This step also includes email-match resolution for users and mentor contacts — we generate a match report showing how many StreetSmart users resolve to existing HubSpot users and how many will need account creation or reassignment.
Set up HubSpot custom objects and property schema
Before data insertion, we create the custom properties and junction objects required for the mapping: Student_Mentor_Relationship__c, Source_System_ID__c fields on Contact and Deal, custom pick-lists for visa_status__c, program_status__c, and interview_outcome__c, plus all custom string and datetime fields identified in the field mapping. We configure property-type constraints (pick-list values, number ranges) to match StreetSmart source data so no value is truncated during insertion. This step is documented in a HubSpot setup checklist your admin can execute or request from our team.
Run a sample migration with field-level diff on 200–500 records
A representative slice of Student and Application records migrates first — spanning multiple programs, mentor relationships, and application statuses. We generate a field-level diff comparing source values against HubSpot values, flagging any mapping discrepancies before the full run. This sample covers the edge cases: multi-enrollment students, rejected applications, mentor relationships with no email match, and applications linked to employers that don't yet exist as HubSpot Companies. Your team reviews the diff and approves the mapping logic before we proceed to the full migration.
Execute full migration with delta-pickup window
Full migration runs against your HubSpot portal. We sequence insertion by dependency order: Companies first (for employer records), then Contacts (students), then the Student_Mentor_Relationship__c junction (after Contacts and Mentor Contacts exist), then Deals (applications linked to Contacts and Companies). After the initial run completes, a delta-pickup window of 24–48 hours captures any records created or modified in StreetSmart during the cutover period. All operations are logged in an audit CSV covering source record, destination object, field mappings applied, and timestamp. One-click rollback is available if reconciliation against the StreetSmart export reveals data integrity issues.
Validate record counts, association integrity, and Deal stage mapping
Post-migration, we run reconciliation checks: total Contact count matches total Student count, Deal count matches Application count, junction object rows match the mentor assignment count in StreetSmart, and Deal stages are distributed across expected values. We surface any records that landed without a resolved owner (email no-match) for manual assignment. The final deliverable is a migration summary report with record counts by object, error log (if any), and a recommendation for rebuilding StreetSmart content assets in HubSpot CMS or a dedicated LMS.
Platform deep dives
StreetSmart
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across StreetSmart and HubSpot.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
StreetSmart: Rate-limit thresholds are not publicly documented on the developer portal.
Data volume sensitivity
StreetSmart doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during StreetSmart to HubSpot migration scoping. Not seeing yours? Book a call.
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