CRM migration
Field-level mapping, validation, and rollback between AdOrbit and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
AdOrbit
Source
HubSpot
Destination
Compatibility
11 of 11
objects map 1:1 between AdOrbit and HubSpot.
Complexity
BStandard
Timeline
1–2 weeks
Overview
AdOrbit is a contract-to-cash platform built for media publishers, combining CRM, ad operations, inventory management, order management, and billing in one system. HubSpot CRM is a general-purpose customer relationship platform organized around contacts, companies, deals, and lifecycle stages. The migration carries AdOrbit's core CRM objects — contacts, companies, and orders — into HubSpot's object model, translating AdOrbit-specific terminology (insertion orders, ad tickets, CPM pricing, publication fields) into HubSpot custom properties or line-item associations. We export AdOrbit data via its API in JSON format, apply field-level transformations, and load into HubSpot using the Contacts, Companies, and Deals APIs. AdOrbit automation workflows, billing configurations, and integration connections do not migrate — those must be rebuilt in HubSpot or reconnected as part of post-migration setup. The migration delivers a clean HubSpot CRM with your historical sales data intact and a migration audit log for reconciliation. During the audit, we capture the full AdOrbit object schema, including custom fields and relationship metadata, and produce a migration specification for team review. Custom properties are created in HubSpot with matching types, preserving pick-list options and date formats. Data loads follow a dependency order—companies first, then contacts, then deals with line items from insertion orders, and finally activity logs as engagements. A delta capture window captures any records created during the run, ensuring HubSpot reflects the final AdOrbit state, and a detailed audit log records every field mapping and exception.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a AdOrbit object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
AdOrbit
Contact
HubSpot
Contact
1:1AdOrbit contacts migrate as HubSpot contacts with all standard fields (name, email, phone, title) mapped directly. AdOrbit contact status fields translate to HubSpot lifecycle_stage or a custom property depending on the source field's purpose. Multiple contacts per company in AdOrbit land as individual HubSpot contacts associated to the same company record.
AdOrbit
Company
HubSpot
Company
1:1AdOrbit advertiser and publisher companies map to HubSpot companies. The company name, domain, industry, employee count, and annual revenue fields migrate directly. Parent-child company hierarchies in AdOrbit translate to HubSpot's company associations. AdOrbit company type flags (advertiser, agency, publisher) become custom properties on the HubSpot company.
AdOrbit
Insertion Order
HubSpot
Deal + Line Item
1:1AdOrbit insertion orders (IOs) are split into a HubSpot deal for the booking metadata (client, flight dates, status) and one or more HubSpot line items for the pricing components (CPM rate, quantity, ad size, publication). The IO number becomes a custom field on the deal for traceability back to AdOrbit.
AdOrbit
Ad Ticket
HubSpot
Deal (custom fields)
1:1AdOrbit ad tickets (print and digital ad bookings with status tracking) map to HubSpot deals using a custom object or custom properties on the deal record. Ad ticket fields like size, issue date, publication name, creative status, and material deadline become HubSpot custom deal properties. The ticket's linked insertion order associates to the parent deal via a lookup field.
AdOrbit
Product / Rate Card
HubSpot
Product
1:1AdOrbit products and rate card entries (defining CPM rates by placement type, size, or section) map to HubSpot products. The product name, unit price (CPM), and unit type map directly. Products are then associated to line items on the HubSpot deal to reproduce the insertion order pricing structure.
AdOrbit
Activity (Call / Email / Note)
HubSpot
Engagement Timeline
1:1AdOrbit call logs, email logs, and notes associated with contacts or companies migrate to HubSpot as engagements on the contact or company timeline. Original timestamps and owners are preserved. The engagement type (call, email, note) maps to HubSpot's engagement type.
AdOrbit
Custom Property (Contact)
HubSpot
Custom Property
1:1AdOrbit custom contact properties (beyond the standard fields) are created as HubSpot custom contact properties. Property type translation applies: AdOrbit pick-lists become HubSpot pick-lists, date fields become date properties, and numeric fields become number properties. All custom property values migrate with the contact records.
AdOrbit
Custom Property (Deal)
HubSpot
Custom Property (Deal)
1:1AdOrbit custom deal and insertion order fields are created as HubSpot custom deal properties. Fields like ad placement type, creative due date, trafficking status, and advertiser PO number require custom property creation before data loads. We generate a property creation manifest from the AdOrbit schema.
AdOrbit
User / Owner
HubSpot
User
1:1AdOrbit users and owners are resolved by email match against existing HubSpot users. If an AdOrbit owner has no corresponding HubSpot user, the record is assigned to a fallback owner and flagged for review. This prevents records from landing without an owner in HubSpot.
AdOrbit
Ad Operations / Inventory
HubSpot
Custom Object
1:1AdOrbit's ad inventory management module (tracking available slots, publication sections, digital placements) has no direct HubSpot equivalent. We create a HubSpot custom object to store inventory metadata as reference records, but day-to-day inventory operations require a separate tool or rebuilding within HubSpot's custom object framework.
AdOrbit
Billing / Accounts Receivable
HubSpot
Not Migrated
1:1AdOrbit's built-in billing, invoicing, and accounts receivable module does not map to HubSpot CRM. Invoice history, payment records, and aging data remain in AdOrbit for reference. We can export invoice and payment records as CSV for import into a finance tool, but HubSpot does not have a native billing object.
| AdOrbit | HubSpot | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Insertion Order | Deal + Line Item1:1 | Fully supported | |
| Ad Ticket | Deal (custom fields)1:1 | Fully supported | |
| Product / Rate Card | Product1:1 | Fully supported | |
| Activity (Call / Email / Note) | Engagement Timeline1:1 | Fully supported | |
| Custom Property (Contact) | Custom Property1:1 | Fully supported | |
| Custom Property (Deal) | Custom Property (Deal)1:1 | Fully supported | |
| User / Owner | User1:1 | Fully supported | |
| Ad Operations / Inventory | Custom Object1:1 | Fully supported | |
| Billing / Accounts Receivable | Not Migrated1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
AdOrbit gotchas
5-user minimum floor applies across all tiers
CSV imports require comma scrubbing and sheet staging
Export logic routes ticket files by status
Billing module connects to ERP at additional cost
API is RESTful but not publicly rate-documented
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Audit AdOrbit data model and schema
We connect to AdOrbit's API and export a full schema snapshot of all objects, custom fields, and relationship definitions. We identify the objects to migrate (contacts, companies, insertion orders, ad tickets, products, activities), flag custom properties that require HubSpot field creation, and document insertion order structure for line-item decomposition. This step produces a migration specification document reviewed by your team before any data moves.
Design HubSpot pipeline and custom fields
Before loading data, we create the HubSpot pipeline stages matching AdOrbit's IO workflow, generate all required custom properties (deal properties for ad ticket fields, line item properties for CPM and size, company properties for advertiser type), and set up the custom object for ad inventory reference if needed. This ensures records land in the correct structure on the first load.
Resolve owners and associate contacts to companies
We match AdOrbit sales rep emails against existing HubSpot users by email. Unmatched owners are flagged for team assignment before migration. We sequence the migration so companies load first, then contacts with their primary company association resolved, then insertion orders as deals with line items, then ad tickets linked to their parent IOs. This order respects HubSpot's foreign-key constraints and prevents orphaned records.
Run sample migration with field-level diff
A representative slice of 100–500 records (spanning contacts, companies, deals, line items, and activities) migrates first. We generate a field-level diff between the AdOrbit source and the HubSpot destination so you can verify insertion order decomposition, CPM line-item mapping, lifecycle stage routing, and owner resolution before the full run commits. Sample migration approval gates the full run. This step also checks data consistency across custom fields.
Execute full migration with delta-pickup window
The full dataset migrates using AdOrbit's API with batch processing to stay within rate limits. A delta-pickup window (typically 24–48 hours) captures any records modified in AdOrbit during the migration window. We generate an audit log of every record migrated, every field mapped, and every value transformed. One-click rollback is available if reconciliation reveals data integrity issues at go-live, and provides a detailed record for compliance review.
Platform deep dives
AdOrbit
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across AdOrbit and HubSpot.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
AdOrbit: Not publicly documented — rate limits are assessed per-org during migration discovery.
Data volume sensitivity
AdOrbit doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during AdOrbit to HubSpot migration scoping. Not seeing yours? Book a call.
Walk through your AdOrbit to HubSpot migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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