IMPLEMENTATION & MIGRATION
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DonorPerfect
HubSpot
Evolve your DonorPerfect legacy into HubSpot excellence.
Our proprietary transformation layer migrates complex constituent profiles and gift histories with 100% fidelity. Stop struggling with manual CSV exports and let our in-house engine rebuild your nonprofit operations on the HubSpot Smart CRM.
100%
Data Fidelity
72 hrs
Avg. Migration
0%
Manual Error
"What happens to our multi-year pledge history and payment schedules?"
SuprSwitch's proprietary transformation layer identifies recurring pledge structures in DonorPerfect and maps them to HubSpot Deals with automated pipeline stages.
"Can we preserve our custom User Defined Fields (UDFs)?"
Our native schema mapping engine automatically inventories every UDF in your DP instance and creates corresponding custom properties in HubSpot.
"How are DonorPerfect 'Solicitation' codes handled?"
Our in-house engine converts your solicitation history into HubSpot Campaign associations, ensuring your marketing attribution remains intact.
Why SuprSwitch
Why leading nonprofits choose SuprSwitch over manual imports.
Moving constituent data requires more than a spreadsheet; it requires a deep understanding of nonprofit relational logic.
Household Logic Preservation
We preserve the intricate relationships between Households and individual Constituents during the move.
Gift-to-Deal Intelligence
Our transformation layer maps GL codes and funds from DP directly into HubSpot Deal properties for finance alignment.
Direct Extraction Speed
Direct data extraction eliminates the formatting errors and character limits common in legacy CRM exports.
Automated Data Cleansing
Automatically merge duplicate constituent records based on your specific nonprofit deduplication rules.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Deep Data Coverage
We don't just move records; we translate your entire DonorPerfect environment into HubSpot's object model.
Constituents
All records
Constituents
Contacts
💡 Intelligently separates individual donors from organizational entities into Contacts and Companies.
Gifts
All records
Gifts
Deals
💡 Converts historical donations into Closed Won Deals while maintaining original gift dates.
Pledges
All records
Pledges
Deals
💡 Maps future commitments into specific Deal pipelines with projected close dates.
Solicitations
All records
Solicitations
Campaigns
💡 Links historical donor outreach to HubSpot Campaigns for full-funnel reporting.
Contact Logs
All records
Contact Logs
Engagements
💡 Migrates every note, touchpoint, and historical interaction into the HubSpot timeline.
UDFs
All records
UDFs
Properties
💡 Every custom field is analyzed and recreated as a native HubSpot property.
Under the Hood
The SuprSwitch Transformation Layer
Our proprietary technology bypasses standard limitations to ensure a seamless transition for your nonprofit.
Native Schema Mapping
In-House EngineOur engine performs a deep scan of your DP instance to map every unique data relationship before the move.
Transformation Layer
Proprietary TechA secure, intermediate processing environment where your data is cleansed and standardized for HubSpot.
Direct Extraction
No CSVsWe pull data directly from the source, avoiding the data truncation common in standard export tools.
Fiscal Validation
Audit ReadyEvery migrated dollar is validated against your DP gift totals to ensure accounting accuracy.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
The Migration Blueprint
A structured 4-phase approach to moving your donor data without downtime.
1
Schema Discovery
Our engine conducts a comprehensive audit of your DonorPerfect Constituents and UDFs.
Day 1
2
Logic Mapping
We configure the transformation layer to align DP Gift types with HubSpot Deal stages.
Day 2
3
Engine Execution
The SuprSwitch engine executes the direct data transfer into your HubSpot portal.
Day 3
4
Integrity Audit
Automated validation reports are generated to confirm constituent and financial counts.
Day 4
Encrypted data handling during the entire transformation process.
Automatic creation of HubSpot Lists based on DP Flags and General Ledger codes.
Legacy record ID matching to prevent duplicate records during the sync.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
FAQs
Common Questions About Migration
Data
Does SuprSwitch handle DonorPerfect Household structures?
Yes. Our transformation layer recognizes 'Main Contact' and 'Household' relationships in DP and recreates them using HubSpot's Association Labels.
Financial
Can we migrate DonorPerfect calculated gift fields?
Absolutely. We migrate 'Calculated Fields' by extracting the underlying values and mapping them to HubSpot properties, ensuring your 'Lifetime Giving' totals are accurate.
Technical
How do you handle very large constituent databases?
SuprSwitch uses a direct extraction method that avoids the file size and formatting errors associated with large DP exports, handling millions of records easily.
Finance
What happens to split gifts during the migration?
Split gifts are broken down by our transformation layer and recreated as individual line items or multi-deal associations in HubSpot to maintain audit trails.
Process
Do I need to clean my DonorPerfect data before starting?
Our engine handles the cleaning for you. We identify duplicates, fix formatting errors, and standardize addresses as part of the native schema mapping process.