Migrate from Bushel CRM to HubSpot

Bushel grower contacts map directly to HubSpot Contacts. All standard fields (name, email, phone, address) transfer as HubSpot contact properties. Owner assignment resolves by email match against HubSpot users; unresolved owners flag in the pre-migration report for your team to assign before the full migration runs, ensuring every contact has an assigned owner from day one.

Bushel company records map 1:1 to HubSpot Companies. Company name, domain, industry, and address properties copy directly. If Bushel stores parent-child hierarchies, the parent-company reference becomes a HubSpot custom property since HubSpot Companies have no native parent-child link. We document the hierarchy structure so your team can recreate associations using HubSpot's company associations if needed.

Bushel deal and quote records migrate to HubSpot Deals. Deal name, amount, stage, and close date map directly to HubSpot deal properties. Bushel's commodity-specific fields (contract_id, bushels_delivered, pricing_basis) become HubSpot custom properties on the Deal object. We create these as string, number, or picklist properties based on the field data type in Bushel before the migration script executes.

Each Bushel pipeline maps to a HubSpot Deal Pipeline. HubSpot supports multiple named pipelines — we create them in HubSpot first, then map stage names to HubSpot deal stages with probability values. Bushel stage-order and display names carry over as HubSpot stage labels.

Bushel activity logs and notes migrate to HubSpot as CRM engagement notes with original timestamps and owner attribution preserved. Each note attaches to its parent contact or company record. Rich-text formatting in Bushel notes, including bold, italic, bullet points, and hyperlinks, is preserved as HTML in HubSpot's note body to maintain readability after migration.

Bushel tasks and follow-up items map to HubSpot Tasks with due dates, owners, and completion status. Task subject and body copy directly to HubSpot task properties. HubSpot's task UI surfaces the due date and owner assignment on the task record without requiring any custom property setup. Completed tasks retain their completion status and timestamp in HubSpot after migration.

Bushel's per-customer account manager field becomes the HubSpot Owner lookup on Contact and Deal records. Resolution happens by email match — if the account manager email exists as a HubSpot user, the OwnerId links automatically; otherwise the record flags for manual assignment before go-live.

Bushel custom fields — farm_demographics, erp_invoice_id, bushels_delivered, pricing_basis, commodity_type — create as HubSpot custom properties on the appropriate CRM object. We document each custom field's HubSpot type (string, number, date, picklist) and deliver a setup checklist so your HubSpot admin creates them before data loads.

Bushel's live link to ERP invoices, scale tickets, and commodity balances stores an external system ID. This ID migrates as a HubSpot custom property (e.g., erp_reference_id__c) for re-integration after migration. The ERP sync itself must be rebuilt with HubSpot's integrations or a middleware connector.

Bushel workflow rules, task-trigger automations, and notification logic do not export in a portable format. We export the rule definitions as a structured reference document listing each workflow's trigger conditions, action sequences, and owner assignments. Your HubSpot admin can use this document to rebuild equivalent automations in HubSpot's workflow builder, including enrollment criteria, if/then branches, and internal notification steps.

Bushel file attachments — contracts, scale tickets, signed documents — download from Bushel's storage and re-upload to HubSpot CRM Files, linked to the appropriate contact or company record. File size and format compatibility is validated against HubSpot's file upload limits.

Bushel users and team assignments map to HubSpot user accounts by email. We match Bushel user emails against HubSpot user emails — if a HubSpot user does not exist, the record lands with the account manager flagged for reassignment. Active Bushel users need HubSpot seats provisioned before migration.