Migrate from Berry crm to HubSpot

Berry CRM contacts map directly to HubSpot contacts. All standard properties such as first name, last name, email address, phone number, physical address, and job title are transferred to the corresponding native HubSpot contact properties. If a contact in Berry CRM does not have an associated company, the contact imports as a standalone HubSpot contact without requiring a placeholder company record, preserving data integrity and avoiding dummy entries.

Berry CRM companies map one-to-one to HubSpot companies. Fields such as company name, domain, industry classification, employee count, and annual revenue are transferred to the matching native HubSpot company properties. In cases where Berry CRM records include parent-child relationships between companies, those hierarchies are recreated in HubSpot using the parent company association field, preserving the organizational structure.

Berry CRM deals map to HubSpot deals. Deal name, amount, close date, and owner transfer directly. Berry deal stages map to HubSpot pipeline stages via value mapping — each pipeline in HubSpot requires a corresponding stage set defined before import.

Berry CRM's single-pipeline model extends to HubSpot's pipeline architecture. If Berry uses multiple deal stages, FlitStack creates a HubSpot pipeline and defines stage values that match Berry's stage names. Stage probability and forecast category re-applied from HubSpot defaults unless specified.

Berry CRM activity logs — including calls, emails, and meetings — map to HubSpot engagements, preserving the original timestamp and owner assignment for each record. Once loaded, these engagements appear in HubSpot's timeline view, attached to the relevant contact and company record, giving users a complete historical view of customer interactions. The mapping also retains engagement direction (inbound/outbound) where applicable.

Berry CRM notes that are attached to contacts, companies, or deals are imported as HubSpot notes. The migration preserves rich-text formatting (such as bold, hyperlinks, and bullet lists) when Berry's export format supports it. Plain-text notes transfer without any transformation, maintaining the original content. The association to the parent record (contact, company, or deal) is retained in HubSpot so that the note appears in the appropriate timeline.

Berry CRM custom fields with no direct HubSpot equivalent require custom property creation in HubSpot before import. FlitStack generates a custom property manifest based on Berry's field definitions, specifying type (text, number, date, dropdown) so properties are created with correct validation rules before data loads.

Berry CRM owners resolve to HubSpot users by email match. Unmatched owners are flagged before migration — teams either create HubSpot user accounts or assign records to a designated fallback owner. Owner resolution is verified in the sample migration before the full run.

Berry CRM file attachments linked to contacts, companies, or deals are downloaded from Berry and re-uploaded into HubSpot's file management system. Once in HubSpot, each file attaches to the matching HubSpot record, preserving the file name and metadata from Berry's export. HubSpot's file storage limits apply, with a maximum of 25 MB per file; files exceeding this limit are flagged for alternative handling such as linking to a storage URL.

Berry CRM's contact-to-company relationship follows a one-to-many model where each contact links to a single primary company. This primary link is migrated to HubSpot's primary company field on the contact record. When a contact in Berry is associated with multiple companies, those additional associations are imported as secondary company links in HubSpot, preserving the full network of company relationships for each contact.

Berry CRM workflows and automation logic have no migration path to HubSpot. FlitStack exports Berry workflow definitions as a structured reference document that your HubSpot admin uses to rebuild automations in HubSpot's Workflows tool. This export is included in every engagement.