Migrate from Acquaint CRM to HubSpot

Direct map to HubSpot Contact. Acquaint contact fields—first name, last name, email, phone, mobilephone, address, city, county, postcode, country, and job title—translate field‑for‑field to HubSpot properties. The primary company association links to the corresponding HubSpot Company record, and owner resolution occurs by email match against HubSpot user accounts. Original create timestamps are stored in a custom datetime property because HubSpot sets its own Createdate at import time.

Direct map to HubSpot Company. Acquaint company records—name, website domain, address, city, county, postcode, country, phone, and industry—translate field‑for‑field to HubSpot Company properties. In multi‑branch setups, parent/branch hierarchies map to HubSpot's Parent Company field when the relationship is one‑to‑one. Original create timestamps are preserved in a custom datetime property, as HubSpot sets its own Createdate at import time.

Acquaint Property has no HubSpot native equivalent. We create a HubSpot custom object (Property) with standard Acquaint fields mapped: address, bedrooms, property type, listing status, asking price, and rental amount. Each Property links to the associated Company (agency) and Contacts (vendors/tenants) via HubSpot associations.

Property media files—photos, floor plans, virtual tours, and EPCs—are downloaded from Acquaint and re‑uploaded to HubSpot Files, then linked to the appropriate Property custom object or Company record using HubSpot's association API. Original file names and metadata are retained where possible. If a file exceeds HubSpot's 25 MB per‑file limit, we split it into smaller chunks or store a reference URL to the original asset at your preference.

Direct map to HubSpot Deal. Acquaint deal name, amount, stage, and close date translate to HubSpot Deal properties. If the Acquaint deal is linked to a Property, the Deal links to the migrated HubSpot Property custom object via a Deal-Property association.

Acquaint pipeline definitions map directly to HubSpot pipelines. If your Acquaint instance contains multiple pipelines—such as a Sales Pipeline and a Lettings Pipeline—we create matching HubSpot pipelines and configure each stage with the same order and probability percentages you specify. Stage‑level history timestamps from Acquaint are stored in custom datetime fields to maintain activity continuity. Value mapping ensures each Acquaint stage label corresponds to the correct HubSpot deal stage within its pipeline.

Acquaint pipeline stage names—such as 'Offer Accepted', 'Instructed', and 'Under Offer'—map value‑by‑value to HubSpot deal stage labels. We apply your specified stage order and probability percentages per pipeline, and missing stage labels are flagged for confirmation before migration. Stage‑history timestamps from Acquaint are stored in custom datetime fields to preserve activity timelines. This ensures deal progression data reflects the original pipeline logic after cutover.

Acquaint notes and tasks migrate as HubSpot engagements (type: note or task). Original timestamps, owners, and parent-record links (Contact, Company, Property, or Deal) are preserved. Rich HTML formatting in Acquaint notes is stripped to plain text on import to HubSpot.

Acquaint attachments on Contact, Company, or Deal records—such as tenancy agreements, EPCs, and contracts—are downloaded and re‑uploaded to HubSpot Files under the matching record. We locate the target record using the Acquaint record ID stored in the Source_ID__c custom property, ensuring accurate linkage. Original file names and creation dates are retained where possible, and any file larger than HubSpot's 25 MB limit is handled as described for property media.

Acquaint owner records resolve to HubSpot users by email address. Unmatched owners are flagged before migration — your team either creates HubSpot user accounts for them first or assigns their records to a fallback owner. No record lands in HubSpot without a resolved OwnerId.

Acquaint's client accounting module — bank imports, credit entries, billing ledger — has no HubSpot CRM equivalent. We export these records as CSV for your accounting team to reconcile in your finance system post-migration. This data is not imported into HubSpot.

Acquaint custom fields on any object map to HubSpot custom properties. Field type mapping: text → string, number → number, date → datetime, pick-list → pick-list, checkbox → boolean. Hidden or deprecated Acquaint fields are flagged for your review before migration.