CRM migration

Migrate from StreetSmart to HubSpot

Field-level mapping, validation, and rollback between StreetSmart and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.

StreetSmart logo

StreetSmart

Source

HubSpot

Destination

HubSpot logo

Compatibility

83%

10 of 12

objects map 1:1 between StreetSmart and HubSpot.

Complexity

BStandard

Timeline

48–72 hours

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

StreetSmart logo

StreetSmart

What's pushing teams away

  • Limited third-party integrations outside of mainstream ERP connectors — teams using niche or custom back-office systems find StreetSmart lacks out-of-the-box connectivity, requiring expensive custom development.
  • Customisation constraints on workflows and forms — businesses with non-standard service processes find the built-in workflow builder inflexible, especially for multi-step approval chains.
  • Reporting and analytics gaps — users note that built-in dashboards do not provide sufficient visibility into technician utilisation, SLA compliance, or revenue attribution, pushing them toward BI tools.
  • Customer support responsiveness — some reviewers flag delayed response times for technical issues, particularly when integrations break after platform updates.

Choosing

HubSpot logo

HubSpot

What's pulling them in

  • Lowest barrier to entry of any major CRM — the free tier with unlimited contacts lets teams validate fit before committing to a paid plan, according to G2 and Capterra reviewers.
  • Native integration between the CRM and sales engagement tools (sequences, email tracking, dialer) means no separate sync configuration, a theme across G2 Sales Hub reviews.
  • Pipeline visualization, deal tracking, and automated workflows are consistently praised as intuitive and easy to set up without developer involvement.
  • Strong onboarding for new team members — reviewers on Capterra and G2 highlight how quickly new reps become productive without formal training.
  • The HubSpot platform ecosystem (Marketing, Sales, Service, CMS hubs) allows growing companies to consolidate tools without building new integrations.

Object mapping

How StreetSmart objects map to HubSpot

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

maps to

HubSpot

Contact

1:1
Fully supported

StreetSmart 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

maps to

HubSpot

Custom Property on Contact

many:1
Fully supported

StreetSmart'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

maps to

HubSpot

Contact + Association

many:1
Fully supported

Mentors 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

maps to

HubSpot

Deal

1:1
Fully supported

Each 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

maps to

HubSpot

Company

1:1
Fully supported

StreetSmart 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

maps to

HubSpot

Custom Property on Contact

1:1
Fully supported

StreetSmart 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

maps to

HubSpot

Engagement (Task/Meeting)

1:1
Fully supported

StreetSmart 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

maps to

HubSpot

User (by email)

1:1
Fully supported

StreetSmart 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)

maps to

HubSpot

Custom Property on Contact/Deal

1:1
Fully supported

StreetSmart 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

maps to

HubSpot

HubSpot File

1:1
Fully supported

Student 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

maps to

HubSpot

HubSpot Note

1:1
Fully supported

StreetSmart 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

maps to

HubSpot

No Equivalent

1:1
Fully supported

StreetSmart'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.

Gotchas + challenges

What specifically takes care here

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 logo

StreetSmart gotchas

High

StreetSmart API requires explicit key provisioning

Medium

Work Order status enumeration may differ between StreetSmart editions

Medium

Attachment metadata stored outside the primary Work Order record

Low

Custom fields schema is not discoverable via public documentation

HubSpot logo

HubSpot gotchas

High

Marketing Contacts billing model is migration-critical

High

Feature tier gating is not visible until onboarding

Medium

Mandatory onboarding fees inflate year-one cost

Medium

HubSpot CSV importer cannot migrate engagements or attachments

Medium

Custom objects require Enterprise and a pre-existing schema

Pair-specific challenges

  • StreetSmart's nested program enrollment data flattens into multiple custom properties on HubSpot Contacts

    StreetSmart stores program enrollment as nested objects with relationships to skills, cohorts, and completion records. HubSpot Contacts have a flat property model — there is no native hierarchical enrollment object. We handle this by splitting each nested enrollment into multiple custom properties (program_name, enrollment_date, completion_status, skill_badges) on the Contact record. If a single student has multiple active program enrollments in StreetSmart, those collapse to a comma-separated value in the primary property or trigger creation of a Program_Enrollment custom object. Your team should review the multi-enrollment logic before migration so the collapse rule is intentional, not accidental.

  • Mentor-to-student many-to-many relationships require a custom junction object in HubSpot

    StreetSmart's mentor assignment model is many-to-many: one mentor works with multiple students, and one student may have multiple mentors across programs. HubSpot's native Contact model supports only one primary mentor or a simple association label. We create a Student_Mentor_Relationship__c custom junction object with fields for mentor contact lookup, session_count, last_session_date, and feedback_score. This object is queryable in HubSpot workflows and reports. The migration plan includes the junction object schema setup before data insertion so foreign key relationships resolve correctly.

  • StreetSmart placement status maps to HubSpot lifecycle_stage but the transition direction is one-way

    HubSpot's lifecycle_stage property tracks contacts moving forward through stages — subscriber, lead, MQL, SQL, opportunity, customer. StreetSmart's placement status (Prospect, Enrolled, Completing, Applying, Placed) maps to these stages by final status value only. Historical status transitions that preceded the final value are not represented in HubSpot's native timeline. We preserve the full status history as a custom text audit field (Placement_History__c) in chronological order. This field is available for reporting but does not appear in HubSpot's standard lifecycle stage visualizations.

  • Course content, video libraries, and assessment engines do not migrate — rebuild required separately

    StreetSmart's learning content (course modules, video files, quiz engines, interactive assessments) exists outside the student-record data model and cannot be extracted as contact or company properties. HubSpot's platform does not include a native Learning Management System — the curriculum must be rebuilt either in HubSpot CMS pages, a third-party LMS integration (e.g., Thinkific, TalentLMS), or a custom-built learning module. We provide a content inventory document listing every StreetSmart asset by type, duration, and associated program so your team can prioritize the rebuild.

  • Employer open-role data in StreetSmart maps to custom properties on HubSpot Companies, not Deal fields

    StreetSmart tracks open roles per employer with job title, requirements, salary range, and interview rounds. In HubSpot, Deals represent individual student applications, not the employer's open positions. We map the employer's open-role summary as custom properties on the Company record (Open_Roles__c, Primary_Hiring_Criteria__c, Interview_Rounds__c) so placement managers can reference the employer's hiring context without leaving the Company page. Active Deal count per employer should be reconciled against these fields manually after migration since HubSpot does not auto-calculate open-role fill rates.

Migration approach

Six steps for a successful StreetSmart to HubSpot data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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

Context on both ends of the pair

StreetSmart logo

StreetSmart

Source

Strengths

  • Real-time field data sync pushes job status, location, and signatures to the back office without manual re-entry.
  • Mobile app consolidates dispatch, status updates, photo capture, and signatures into one technician interface.
  • Dispatcher scheduling and route optimisation based on technician skill, location, and availability.
  • Pre-built integrations with mainstream ERP and accounting tools for invoicing and payroll handoff.
  • Approachable feature set for small-to-mid field-service shops that find enterprise FSM platforms too heavy.

Weaknesses

  • Integration ecosystem is narrow beyond mainstream ERP connectors; niche back-office tools need custom development.
  • Built-in workflow and form builder is inflexible for multi-step approval chains and non-standard service processes.
  • Reporting and analytics dashboards lack the depth needed for technician utilisation, SLA, and revenue attribution.
  • Customer-support response time is cited as inconsistent, particularly when integrations break after platform updates.
  • Limited public review and community footprint vs Jobber, Housecall Pro, or ServiceTitan, complicating buyer due diligence.
HubSpot logo

HubSpot

Destination

Strengths

  • Genuinely useful free CRM tier with no seat limit on contact records.
  • All-in-one sales engagement layer (sequences, email tracking, calling, dialer) embedded natively in the CRM, eliminating a separate integration.
  • Intuitive interface and fast onboarding for individual reps, per G2 and Capterra reviews.
  • Workflow automation triggers across contacts, deals, and tickets with a visual builder.
  • API coverage for all standard objects including custom objects at Enterprise tier.

Weaknesses

  • Pricing model is contact-based at the marketing layer — importing all records as marketing contacts can multiply the monthly bill by 4×.
  • Feature tier cliffs are frequent surprises: sequences, calling, advanced reporting, and quoting are all gated, often requiring plan upgrades mid-implementation.
  • Mandatory onboarding fees at Professional ($1,500) and Enterprise ($3,500) are not prominently disclosed on the pricing page.
  • API rate limits are restrictive for bulk migration — burst limits of 100-200 req/10sec and search endpoint limits of 4 req/sec require careful job queuing.
  • Custom objects, additional pipelines, and advanced forecasting are Enterprise-only, making cost projections difficult for growing teams.

Complexity grading

How hard is this migration?

Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across StreetSmart and HubSpot.

  • Object compatibility

    B

    2 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    StreetSmart: Rate-limit thresholds are not publicly documented on the developer portal.

  • Data volume sensitivity

    B

    StreetSmart doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your StreetSmart to HubSpot migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about StreetSmart to HubSpot data migrations

Answers to the questions buyers ask most during StreetSmart to HubSpot migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Book a free 30 minute consultation

Most StreetSmart-to-HubSpot migrations complete in 48–72 hours of clock time for datasets under 50,000 students and 100,000 applications. Larger cohorts with 500k+ records or complex mentor‑junction setups extend to 5–7 days. The longest planning step is the sample migration and field‑level diff review — once mapping is approved, the full run is automated. After the initial load, a 24–48‑hour delta‑pickup window captures any new or updated records created in StreetSmart during cutover, ensuring HubSpot reflects the final state at go‑live.

Adjacent paths

Related migrations to explore

Ready when you are

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