Migrate from Claritysoft to HubSpot

Claritysoft Account maps directly to HubSpot Company. Parent-account hierarchies (Claritysoft supports multi-level) translate to HubSpot's parent-company association. Multi-account associations on a single contact collapse to the primary company association in HubSpot. Address and industry fields map directly where field names align, and the original Claritysoft account ID is preserved in a custom property for audit and reference purposes.

Direct field-level map. Claritysoft contact fields (name, email, phone, address) map to HubSpot properties of matching names. Owner assignment resolves by email match against HubSpot users. Contacts without an associated account land in HubSpot with no company association. Lifecycle stage is set based on the Claritysoft lead status, and the original Claritysoft contact ID is preserved for reference.

Claritysoft Lead is a separate record type from Contact. HubSpot does not distinguish Leads as a separate object — all prospects are Contacts with a lifecycle_stage value. We migrate Claritysoft leads as HubSpot Contacts with lifecycle_stage set to the Claritysoft lead status (e.g., New, Contacted).

Claritysoft Deal maps to HubSpot Deal. Each Claritysoft deal pipeline maps to a HubSpot deal pipeline with stage names translated value-by-value. Deal associations to contacts and companies preserve the Claritysoft relationship graph in HubSpot. Deal amounts, close dates, and probability values transfer directly, with stage probabilities governed by HubSpot pipeline settings.

Claritysoft call logs become HubSpot timeline events with Type='Call'. Original timestamps, duration, call direction (inbound/outbound), outcome, and owner are preserved. The call record is linked to the parent Contact or Deal in HubSpot. Call notes and disposition codes map to custom properties on the timeline event for complete call record reconstruction.

Claritysoft email records migrate as HubSpot email timeline events. Subject, body (plain text), timestamp, direction, and owner are preserved. Attachments are downloaded and re-uploaded to HubSpot Files with associations to the parent record. HTML formatting is converted to plain text where necessary, and email headers are stored as custom properties for audit trail purposes.

Claritysoft meeting and appointment records migrate to HubSpot meeting events. Start time, end time, location, title, and attendees are preserved. The meeting is linked to the associated Contact and Deal in HubSpot. Meeting description and organizer information transfer as custom properties, and video conference links are retained where they exist in the original record.

Claritysoft notes migrate as HubSpot note timeline events. Rich-text formatting is preserved where supported. Notes linked to multiple records are written as individual note events on each associated Contact and Company. The note author and creation timestamp transfer as properties on the timeline event, and any embedded links or file references are preserved as custom properties for complete note context.

Claritysoft tasks and action plan items migrate as HubSpot tasks. Due date, priority, completion status, owner, and description are preserved. Incomplete tasks are migrated as open; completed tasks retain their completion timestamp. Task associations to Deals and Contacts are preserved, and the original Claritysoft task ID is stored for reference in a custom property.

Claritysoft custom modules map 1:1 to HubSpot custom objects. Each module requires a corresponding custom object to be created in HubSpot before migration. Custom field types (text, number, date, picklist, calculated) are mapped to HubSpot property types individually. Calculated fields are flagged for workflow-based recreation, and multi-select picklists map to HubSpot's multiple-checkbox property type.

Claritysoft document attachments are downloaded and re-uploaded to HubSpot Files. Files are associated to their parent record (Contact, Company, or Deal). File size limits apply per HubSpot's file hosting constraints — large files are flagged before migration. File metadata including creation date and original file name are preserved as properties on the HubSpot file record.

Claritysoft price quotations with line items migrate as HubSpot Quote records if your HubSpot plan includes Sales Hub Starter or above. If not, quotation PDFs are preserved as HubSpot file attachments on the associated Deal. Line item structure is preserved as Quote Line Items.

Claritysoft owner IDs are resolved by email match against HubSpot users. If a Claritysoft owner has no matching HubSpot user, records are assigned to a fallback HubSpot user designated by your team. The original owner reference is preserved as Source_Owner_Email__c for audit purposes.

Claritysoft workflow automation does not migrate. Workflow rules, triggers, conditions, and action plans are exported as a JSON configuration document. Your HubSpot admin uses this document as a reference to rebuild equivalent logic in HubSpot Workflows or Sequences. The export includes trigger event types, condition logic, and action sequences to facilitate accurate recreation in HubSpot's automation tools.