Migrate from AddressTwo to HubSpot

AddressTwo contacts map directly to HubSpot Contacts. The contact's primary company in AddressTwo becomes a HubSpot Company lookup (via domain match or company name). If AddressTwo stores company as free text, a HubSpot Company record is created first. All core properties such as first name, last name, email, phone, and address map directly. Any missing required fields are flagged for manual review before import.

AddressTwo company records map to HubSpot Companies. HubSpot Company Website, Industry, Phone, and Address fields receive AddressTwo's equivalent properties. Parent-company relationships in AddressTwo map to HubSpot's parent_company_id field. If AddressTwo records include a website URL, it populates the HubSpot Company domain field, enabling automatic contact‑company association via domain matching.

AddressTwo tasks and dated activities map to HubSpot Engagements. Call tasks become HubSpot Call engagements; email tasks become Email engagements; meeting records become Meeting engagements. Original timestamps and assigned owner preserved. Each engagement preserves the original creation timestamp and the owner ID, allowing accurate activity history reconstruction in HubSpot.

AddressTwo notes migrate as HubSpot Notes attached to the corresponding Contact or Company record. HubSpot stores notes with body text, author, and create date. Large notes may require text truncation during import. The note body is stored as a string in HubSpot; any HTML formatting is stripped to plain text to ensure compatibility with HubSpot's note viewer.

AddressTwo stores custom key-value pairs on contact records. These require HubSpot custom properties pre-created in HubSpot Settings before import. Field type mapping (text, number, date, checkbox) must be specified per field during planning. During the schema‑prep phase, each custom property receives a type (text, number, date, or checkbox) that matches the source data format to avoid import errors.

AddressTwo company custom fields map to HubSpot Company custom properties. Same pre-creation requirement applies. If AddressTwo stores industry classifications as custom picklists, those become HubSpot dropdown properties with the same value options. If the AddressTwo picklist contains values not present in HubSpot's default industry list, new dropdown options are created in HubSpot to preserve the original classification.

AddressTwo deals have stage and amount fields but no multi-pipeline model. All AddressTwo deals migrate into a single HubSpot Deal pipeline. If AddressTwo tracks multiple deal stages, they map to HubSpot Pipeline stages with probability values set per stage name.

AddressTwo users resolve to HubSpot Owners by email address match. If an AddressTwo owner has no matching HubSpot user, records assign to a fallback HubSpot owner or remain unassigned pending your admin's instruction. Owner resolution runs before data import. The resolution process runs as a pre‑import step, and any unresolved owners are logged for manual assignment after the data load.

AddressTwo file attachments download and re-upload to HubSpot Files, attached to the corresponding Contact, Company, or Deal record. HubSpot's file size limit (25MB per file) applies to oversized attachments. Files larger than 25MB are flagged during the inventory phase; they can be split into smaller chunks or archived to an external URL referenced in the HubSpot record.

AddressTwo workflows and automated rules do not transfer. They must be rebuilt in HubSpot using Workflows (for CRM automation) and Sequences (for outbound email). FlitStack exports AddressTwo workflow definitions as a reference document for your HubSpot admin. The exported reference document lists each workflow’s trigger conditions, actions, and any dependent custom fields to guide the HubSpot admin during rebuilding.