What role and access level should I have to accomplish HubSpot migration?

  1. Home
  2. Knowledge Base
  3. HubSpot
  4. What role and access level should I have to accomplish HubSpot migration?

To start your migration from Hubspot, please make sure you have an admin role and full access to your HubSpot database. Otherwise, the estimation of the records in the CRM and the migration itself might be incomplete.


So, to grant access level as “admin”, the user with “admin” permissions should do the following:

  • Go to Settings > Users & Teams


  • admin-role

  • Select the needed user (those that needs admin role)


  • Turn on the permissions (1) and press “Save” button (2)


  • make-admin



That’s it; now, you may go ahead and start your migration from/to HubSpot CRM.

More questions are coming up?
Feel free to contact our support team.

Get Support

Was this article helpful?

Related Articles

To continue using this website, you have to allow cookies in accordance with our Cookie Policy.

×