Migrate from edge CRM to HubSpot

Edge CRM contacts map directly to HubSpot contacts. HubSpot requires each contact to have an Associated Company; contacts without a primary company in Edge CRM receive a default placeholder company in HubSpot or are flagged for manual association before the full migration runs.

Edge CRM company records map to HubSpot companies. HubSpot companies support parent-child hierarchies via the 'Parent Company' property — this maps directly from Edge CRM's parent company relationship if present. Multi-contact associations within HubSpot are preserved via the company-contact association model.

Edge CRM deals map to HubSpot deals. The deal name, amount, close date, and owner all translate directly. HubSpot's deal pipeline model requires a named pipeline and stage to exist in HubSpot before deals can be imported — FlitStack configures or verifies the pipeline setup before the deal migration step.

Edge CRM stage values map to HubSpot deal pipeline stage values. Since HubSpot scopes stage pick-lists to individual pipelines, every distinct Edge CRM stage name requires a corresponding stage in the target HubSpot pipeline. Stage ordering and probability values are preserved as part of the pipeline configuration step.

Edge CRM custom contact properties migrate to HubSpot custom contact properties. HubSpot's property type system (single-line text, number, date, single-select, multi-select, checkbox, and long text) must match the source field type and constraints. Mismatched types trigger a property creation or data transformation step before the import runs, ensuring values land correctly in HubSpot's property schema.

Edge CRM custom deal properties map to HubSpot custom deal properties. Unlike contact properties on the free tier, HubSpot's deal custom properties are more freely available across most paid tiers, significantly reducing friction for deal-level extensibility mapping. FlitStack creates the custom deal properties in HubSpot using the matching field type before the deal import step begins.

Edge CRM tasks and activities migrate as HubSpot engagements with type='task'. Original timestamps, task subject lines, completion status, and assigned owners are all preserved during the transfer. HubSpot engagements are tied to the associated contact or company record via the engagement API, maintaining the relationship context from the original Edge CRM activity log.

Edge CRM logged emails migrate as HubSpot email engagements. HubSpot associates email engagements with the correct contact or company record by email address matching on the sender and recipient fields. Email body content, subject lines, and send timestamps are preserved as part of the engagement record, allowing your team to retain full email conversation history in HubSpot after migration.

Edge CRM notes migrate as HubSpot note engagements. The note body text, formatted content, and associated timestamp transfer directly to HubSpot's engagement note format. Notes are linked to the parent contact or company record using Edge CRM's record association metadata, preserving the contextual relationship between notes and their parent records throughout the migration.

Edge CRM's built-in AI lead score migrates as a HubSpot custom number property on the contact record. HubSpot has no native equivalent to Edge CRM's AI scoring engine — the score value is preserved as a static number for reporting and list segmentation but will not update automatically without a rebuild using HubSpot's Breeze AI tools.

Edge CRM owner IDs are resolved to HubSpot users by email address match. If a HubSpot user with the matching email does not exist, the owner is flagged before migration — the team either invites the user to HubSpot or reassigns those records to a fallback owner before the import runs.

Edge CRM file attachments are downloaded from the source system and re-uploaded to HubSpot file storage. HubSpot file storage limits apply per account tier, with different allowances on free versus paid plans. FlitStack surfaces the total attachment volume and file size distribution during the audit step so the team can plan storage capacity and decide whether to archive older files or migrate everything.