Migrate from Affinity Fieldreach to HubSpot

Affinity persons map directly to HubSpot contacts using a straightforward field-level transfer. Name fields (firstname, lastname), email address, phone number, and job title transfer as direct properties without transformation. The Affinity person ID is preserved and stored as Source_System_ID__c on the HubSpot contact for full traceability throughout the migration and for de-duplication during delta-run synchronization.

Affinity custom fields attached to persons become HubSpot custom contact properties during migration. Field type translations are applied systematically: Affinity multi-select fields become HubSpot multi-checkbox properties, while Affinity date fields map to HubSpot date properties. All property names undergo normalization to conform with HubSpot's naming conventions before the import batch runs, ensuring clean schema creation in the target CRM.

Affinity organizations map to HubSpot companies through a direct field transfer. Company name, domain, industry classification, employee count, and annual revenue transfer as standard properties. Affinity's parent-child organization hierarchy translates to HubSpot's subsidiary-company model using the Parent Company association feature, preserving the original organizational structure in the destination CRM.

Organization-level custom fields defined in Affinity become HubSpot custom company properties during migration. The Affinity organization ID is stored as Source_System_ID__c on each HubSpot company record, enabling direct cross-reference during post-migration reconciliation and supporting delta-run matching against the source system.

Affinity deals map to HubSpot deals with dealname, amount, and close date preserved as direct field transfers. Affinity deal stage names including Closed Won, Closed Lost, and any custom stages are mapped value-by-value to the corresponding HubSpot pipeline stage labels. Deal-to-contact and deal-to-organization associations are maintained as HubSpot deal associations, preserving the original relationship graph.

Affinity deal-level custom fields are migrated as HubSpot deal custom properties. Multi-select field types in Affinity translate to HubSpot multi-checkbox property types. All custom field mappings undergo validation against HubSpot's supported property type list before the migration script executes, preventing import errors from incompatible field type assignments.

Affinity opportunities link persons to deals with a specific deal role designation. These records merge into HubSpot's deal-contact association model where contact roles are assigned directly on the deal. Affinity opportunity stage values map to the corresponding HubSpot deal stage in the target pipeline. The opportunity-level notes field migrates as a deal-level note attachment, preserving all contextual commentary.

Affinity notes migrate as HubSpot notes with full fidelity preservation. Original timestamps, complete note body content, and owner information transfer directly. Notes are associated to the parent HubSpot contact or company record based on Affinity's original note-to-person or note-to-organization linkage, maintaining the contextual attachment that enables future reference and activity auditing.

Affinity logged activities including calls, emails, and meetings migrate as HubSpot engagements on the associated contact or company record. Original timestamps, subject lines, owner attribution, and body content are preserved throughout the transfer. HubSpot engagement associations are created based on Affinity's person-activity linkage, ensuring the complete activity history follows the contact record.

Affinity collaborator labels (Champion, Influencer, Decision Maker) have no native HubSpot equivalent. These are preserved as a custom multi-checkbox property (Original_Collaborator_Roles__c) on the deal record listing the original collaborator labels per person. HubSpot deal-contact roles handle the Decision Maker case natively.

Affinity lists (static and dynamic) have no direct HubSpot equivalent. Static lists migrate as HubSpot lists. Dynamic lists require rebuild using HubSpot's list filters or smart lists. We export the Affinity list membership as a source field so HubSpot lists can be rebuilt with the same membership criteria.

Affinity file attachments are downloaded from Affinity's storage and re-uploaded to HubSpot's file manager. Each file is associated to the relevant contact, company, or deal record. Large file batches (500+) are processed in parallel to manage Affinity API rate limits. Loncom Consulting's case study migrating 2,800 files demonstrates this is a known, solvable pattern.

Affinity owner IDs are resolved by email match against existing HubSpot users. Unmatched owners are flagged before migration; your team either provisions them in HubSpot or assigns their records to a designated fallback owner. No record lands in HubSpot without a resolved owner.