Migrate from Basic Online CRM to HubSpot

Basic Online CRM contact records map 1:1 to HubSpot Contacts with all standard fields transferring as HubSpot native properties including name, email, phone, and address fields. The original create date from Basic Online CRM is preserved in HubSpot's original_create_date custom property for historical continuity in reports. Contacts without email addresses are flagged for manual review since HubSpot requires email for most automation triggers and workflow enrollments.

Basic Online CRM company and organization records map directly to HubSpot Companies, preserving company names, domains, industry classifications, employee counts, and annual revenue data. Parent-child company hierarchies in Basic Online CRM map to HubSpot's Parent Company association property, maintaining organizational structures through the migration. All company address information transfers to HubSpot's corresponding address properties on the company record.

Basic Online CRM deals map to HubSpot Deals with the deal name, amount, close date, and owner transferring directly to HubSpot deal properties. Deal stage names in Basic Online CRM map to HubSpot pipeline stages based on the pipeline configuration. If Basic Online CRM has multiple pipelines, each becomes a separate HubSpot pipeline with its own dedicated stage set during the migration.

If Basic Online CRM supports multiple sales pipelines, each pipeline becomes a named HubSpot Deal Pipeline. HubSpot pipelines are created in Settings > Deals > Pipelines before data loads. Stage order and probability weights are configured per pipeline in HubSpot.

Basic Online CRM tasks map to HubSpot Tasks which appear in the contact timeline as engagement records with subject, due date, status, and owner information transferred. Completed tasks retain their completion timestamp in HubSpot's activity log, preserving the full task history for compliance and reference purposes. Task associations to contacts carry over as engagement links in HubSpot's timeline view.

Basic Online CRM notes map to HubSpot Notes attached to the corresponding contact or company record. Note body text transfers in full. If notes contain @mentions or internal flags, those are preserved as plain text since HubSpot Notes have no permission-scoped visibility.

Basic Online CRM engagement logs that distinguish activity type by category such as calls, emails, or meetings are split into HubSpot's respective engagement objects during migration. Calls become HubSpot Calls with duration and direction preserved, emails become HubSpot Email engagements, and meetings become HubSpot Meeting records — each retaining original timestamps and owner attribution from the source system.

Basic Online CRM custom fields on contacts create HubSpot custom properties. Text fields map to HubSpot single-line text or multiple-line text properties. Number fields map to HubSpot number properties. Date fields map to HubSpot date properties. Pick-list values map to HubSpot select or radio button properties.

Basic Online CRM custom fields on deals create HubSpot custom deal properties. Each custom property is created in HubSpot Settings > Properties before migration so the import tool recognizes the destination field. Properties are scoped to the Deals object only.

Basic Online CRM owner/user assignments resolve by email match against HubSpot Users. Unmatched owners are flagged pre-migration — your team either creates the HubSpot user first or assigns those records to a fallback owner. No record lands without a valid HubSpot owner.

Basic Online CRM file attachments associated with contacts or deals are downloaded and re-uploaded to HubSpot CRM Files. Files attach to the corresponding HubSpot record via the Files tool. HubSpot's file storage limits apply — Starter includes 10GB, Professional and Enterprise include more.

If Basic Online CRM tracks products linked to deals, those map to HubSpot Products and Line Items. Products are created first in HubSpot (name, SKU, price), then line items are created per deal linking the product. Basic Online CRM product data without SKU/pricing may require manual cleanup before mapping.