Migrate from APTANIA CRM to HubSpot

APTANIA contacts migrate as HubSpot contacts with all standard properties (name, email, phone, job title) mapped directly. APTANIA contact records without a primary company association land as HubSpot contacts with no associated company — flagged for post-migration review. We also validate email format consistency and verify that no duplicate contacts exist in the APTANIA export before loading.

APTANIA company records map to HubSpot companies with domain, industry, employee count, and annual revenue fields carried over. APTANIA company hierarchies (parent-child) translate to HubSpot's parent company association — parent record must migrate before child. We verify that each parent company's HubSpot ID is recorded before loading child records, preventing orphaned associations.

APTANIA deals become HubSpot deals. HubSpot deal pipelines and their associated stage values must be created in HubSpot before migration runs so deal records land with correct stage assignments and pipeline associations. We also confirm that deal amounts are stored as numeric values and that any currency codes align with HubSpot's supported list to avoid validation errors.

APTANIA engagement records — call logs, email activities, and meeting records — migrate as HubSpot engagements (Calls, Emails, Meetings). Original timestamps and owner assignments are preserved. Associations to contacts and companies are re-established by email or name match. We also verify that each engagement's direction (inbound/outbound) is captured in a custom property when the source APTANIA field stores this detail.

APTANIA notes become HubSpot notes on the associated contact or company record. Note body text transfers directly; rich-text formatting is converted to HubSpot's note format. Notes without a parent record are attached to the closest matched contact. We also preserve note creation timestamps and ensure that any @mention or linking references are updated to reflect the new HubSpot IDs.

HubSpot has no native lifecycle stage field. APTANIA lifecycle or lead-status values migrate as a HubSpot custom property (text or pick-list depending on source type). Pre-migration planning identifies which values exist in APTANIA so the HubSpot property is created with the correct pick-list options.

Any APTANIA custom fields not matching HubSpot's standard property names become HubSpot custom properties. The internal property name in HubSpot follows HubSpot's naming rules (no spaces, special characters). We map field types — number, date, checkbox — to the equivalent HubSpot property types.

APTANIA file attachments are downloaded and re-uploaded to HubSpot Files, then associated with the relevant contact, company, or deal record. File size limits from the HubSpot API apply — large files are flagged and handled in consultation with your team before migration.

APTANIA owner assignments resolve by email match against HubSpot users. Unmatched owners are flagged before migration — your team either creates the HubSpot user account first or assigns those records to a designated fallback owner during migration. We also log the unmatched owner email addresses so your admin can batch‑create users in HubSpot before the final load phase.

APTANIA workflows and automations do not have a migration path to HubSpot — the logic, triggers, and conditions cannot be exported in a format that HubSpot imports. We export APTANIA workflow definitions as a structured reference document your HubSpot admin uses to rebuild automations in HubSpot's workflow builder.