Migrate from ChartMogul to HubSpot

ChartMogul's parent customer contains contact info, company name, tags, and custom attributes. We split this into a HubSpot Contact (person data) and a HubSpot Company (organization data), with the email serving as the deduplication key on Contact and domain or explicit company name resolving to Company.

ChartMogul links billing accounts (Stripe, Chargebee, Recurly) to customers via data source records. We preserve the billing system name, external billing ID, and connection status as HubSpot custom string properties on the Contact. If multiple billing sources exist per customer, additional custom properties capture each one.

ChartMogul allows free-form custom attributes per customer (e.g., Plan Tier, Seat Count, Product Line). We create matching HubSpot custom properties on the Contact object with equivalent data types (string, number, date, picklist) and populate from ChartMogul at migration time. Picklist-type attributes require value-by-value mapping to HubSpot picklist options.

ChartMogul tags (e.g., 'enterprise', 'churned', 'referral') migrate as HubSpot contact labels for immediate segmentation. We also write the raw tag list to a custom multi-value property (Contact_Labels__c) to preserve the complete original tag set for reporting queries that labels don't support natively.

ChartMogul opportunities represent upsell, cross-sell, or renewal prospects linked to a customer. We map these to HubSpot deals, preserving the opportunity name as Deal name, the linked subscription amount as Deal amount, and the opportunity stage as a custom picklist property. The HubSpot deal pipeline stage is set according to your HubSpot pipeline configuration at migration time.

ChartMogul opportunities carry subscription context — plan name, MRR contribution, seat count. We write these as HubSpot custom number and string properties on the Deal so revenue-impacting context is visible at the deal record without requiring a lookup back to ChartMogul.

ChartMogul notes and call log entries migrate as HubSpot engagements on the contact timeline. Original timestamps, note body text, and call duration are all preserved during the transfer. Call log disposition values — such as answered, no-answer, and voicemail — write to a custom picklist property on the engagement record, maintaining the full interaction history in HubSpot for sales and service review.

ChartMogul tasks attached to customers map directly to HubSpot tasks linked to the corresponding contact. Task subject, due date, completion status, and assigned owner are all preserved. Owner assignment resolves via email match against HubSpot users, with unmatched owners flagged in the pre-migration report for manual resolution before the migration run.

ChartMogul sequences automate a series of email steps and task creations per contact. HubSpot has no equivalent sequence object — this automation logic must be rebuilt using HubSpot workflows and sequences (HubSpot's own sequencing product). We export your ChartMogul sequence definitions (step order, email content, task intervals) as a structured CSV that your HubSpot admin can use as a rebuild reference.

ChartMogul calculates MRR, ARR, and churn rate from billing data. We export these metrics via ChartMogul's CSV export and write them as HubSpot custom number properties (Current_MRR__c, Current_ARR__c, Churn_Risk__c) on both the Contact and Company records for immediate visibility in HubSpot reports and workflows.

ChartMogul stores plan name, billing interval, quantity, and invoice records per customer. We create a HubSpot Custom Object (Subscription_History__c) linked to the Contact when Enterprise-tier custom objects are available, or write the key fields (plan_name, invoice_date, invoice_amount) as custom properties on the associated Deal for Professional tier instances.