Migrate from Adaptix to HubSpot

Pre-migration audit and HubSpot portal setup

We audit your Adaptix account — capturing object counts, custom property definitions, audience list sizes, campaign-level deal records, and any engagement event volumes. We also review API rate-limit constraints and data-quality issues such as missing email addresses or duplicate company names. Based on the audit, we deliver a HubSpot setup plan that lists every property, pipeline, stage, and list to create before data lands. Properties are created by your admin (or our team with delegated access) so HubSpot is schema-ready before validation runs, and any required value-maps for lifecycle or deal stages are prepared in advance.

Export and deduplicate Adaptix data

We extract contacts, companies, deals, and engagement history from Adaptix via its API or CSV export, depending on your plan tier. For large datasets we use paginated API calls or bulk export endpoints to retrieve records efficiently. Records are deduplicated by email address, keeping the most recently modified version for each unique email. Custom field values undergo cleaning and type-casting: dates are normalized to ISO format, pick-list values are standardized, and any missing required fields are flagged for resolution before mapping begins. Original record IDs are preserved for traceability.

Resolve owners and create HubSpot companies before contacts

HubSpot requires a company record to exist before a contact can link to it via the associatedcompanyid property. We therefore migrate companies first, create the company records in HubSpot, then import contacts with resolved company links, and finally attach deals to the appropriate contacts and companies. Owner emails are matched against HubSpot users by email — any unmatched owners are flagged so your team can either create the corresponding HubSpot user or assign a fallback owner before the full migration run. This sequencing preserves referential integrity and minimizes downstream data gaps.

Run a sample migration with field-level diff

A representative slice — typically 100-500 records spanning contacts, companies, deals, and engagement history — migrates first. We generate a field-level diff between the Adaptix source and HubSpot destination, comparing each property value, associated company ID, lifecycle stage, and owner assignment. The diff report highlights any missing or mismatched fields, unexpected data types, or custom properties that need to be created in HubSpot before the full run. This early validation lets your team confirm mapping accuracy, company linkage, and stage configuration before the complete dataset is committed.

Full migration with delta-pickup and rollback available

The full dataset migrates to HubSpot using batched API calls and rate-limit-aware sequencing, with exponential back-off on 429 responses to respect HubSpot's 100 requests per 10 seconds per app ceiling. Checkpoints are recorded after each successful batch, so the job can resume from the last checkpoint if interrupted. After the main migration completes, a delta-pickup window (24-48 hours) captures any new or modified records created in Adaptix during cutover, ensuring HubSpot reflects the most recent source state. Comprehensive audit logs record every operation, and a one-click rollback option is available if post-migration reconciliation reveals data gaps after go-live.