Migrate from Cetec ERP to HubSpot

Cetec ERP customer records map directly to HubSpot Company objects. We preserve the customer name, website domain, address fields, industry classification, and any custom properties. Parent-child customer hierarchies in Cetec map to HubSpot's parent company field. Multi-location customers get mapped as separate Company records with a shared parent if the hierarchy is relevant for HubSpot reporting.

Cetec ERP contact records map to HubSpot Contact objects. Each contact's name, email address, phone number, job title, and primary customer association migrate directly. Contacts without a primary customer link land in HubSpot as unassociated contacts and can be linked to companies manually or through the association workflow post-migration.

Cetec ERP leads map to HubSpot Contacts with lifecycle_stage set based on lead status. Leads with a status indicating active pursuit map to 'lead' or 'SQL' lifecycle stage; cold or inactive leads map to 'subscriber'. We preserve the original lead create date as a custom property since HubSpot's standard createdate reflects the migration timestamp, not the source record age.

Cetec ERP quotes become HubSpot Deals. Quote header fields — total amount, status, customer reference — map to deal name, amount, and stage. Quote line items migrate as Deal Line Items (Products) in HubSpot if the Professional tier's product library is available; otherwise line item totals roll up into the deal amount. Approval status and threshold flags from Cetec do not translate to HubSpot — those require manual rebuild as deal properties or workflow conditions.

Cetec ERP sales orders that are confirmed or invoiced migrate as HubSpot Deals in a 'closed-won' stage with the order total as deal amount. The original order number maps to a custom deal property for traceability. Orders still in draft or pending status map as open deals with appropriate stage assignment based on Cetec order workflow state.

Cetec ERP quote approval workflows — including dollar thresholds, PPV/LBV approval requirements, and role-based approver routing — have no HubSpot CRM equivalent. These workflows must be rebuilt as HubSpot automation sequences or evaluated for relevance in HubSpot's context. We export the workflow definitions as a configuration reference for your team to review during the HubSpot setup phase.

Manufacturing parts and inventory items in Cetec ERP have no natural home in HubSpot CRM unless your team wants to use HubSpot Products for deal line items. If HubSpot Professional or Enterprise is active and product catalog management is needed for quotes, we create Product records from Cetec parts data with part number as SKU, description as product name, and list price from the Cetec pricing rules. Otherwise, part data stays in Cetec ERP where it belongs.

Cetec ERP custom data tables created through data maintenance — if they store customer-facing data like warranty registrations, certification records, or contract terms — can migrate to HubSpot Custom Objects (HubSpot Enterprise tier required, 10-object limit per portal). We evaluate each custom table's data model and relationship structure before migration. Tables with many-to-many relationships require junction objects or association properties in HubSpot.

Activity history logged against Cetec CRM records — call logs, email references, and note attachments — migrate as HubSpot engagement records with original timestamps preserved. Emails sent directly from Cetec's email integration are logged as email engagements; standalone call and meeting logs become note engagements. Attachments download and re-upload to HubSpot's file storage.

Cetec ERP users and employees resolve to HubSpot Users by email address match. Unmatched users — those with no corresponding HubSpot login — are flagged before migration. Your team either creates HubSpot accounts for those users first or assigns their CRM records to a designated fallback owner. Cetec role and department assignments do not translate directly; they inform HubSpot team structure decisions post-migration.