Migrate from Entera to HubSpot

Entera investor records map directly to HubSpot contacts. Standard contact fields like name, email address, phone number, and job title transfer cleanly without transformation. We create a custom pick-list property investor_status__c on the Contact object to preserve the original Entera investor_status values — Active, Passive, and Former — which have no native HubSpot equivalent. This custom field maintains your operational investor relationship status separate from HubSpot's lifecycle_stage billing construct.

Entera's investor_type pick-list values map to HubSpot lifecycle_stage. 'Active Investor' maps to 'Customer', 'Passive Investor' maps to 'Evangelist', 'Former Investor' maps to 'Other', and new prospects route as 'Lead'. Your team chooses which investor_type values route to which HubSpot lifecycle stage before migration runs.

Each Entera property record maps to a corresponding HubSpot company record. We add a custom boolean property investment_property__c set to true on every migrated property record so your team can filter investment assets from standard B2B accounts without ambiguity. This flag supports portfolio segmentation and ensures your deal teams immediately distinguish real estate holdings from conventional business accounts in the HubSpot CRM interface.

Entera's property_street_address, property_city, property_state, and property_postal_code map to HubSpot Company address fields. These combine into a compound address structure on the HubSpot company record. The property_country value maps to the country field within the same compound, preserving the full geographic context of each real estate asset across all address components.

Entera property.current_value (the assessed or market value of a real estate asset) maps to HubSpot Company annual_revenue as a proxy field. This is a data-model decision — HubSpot has no native property-valuation field, so we use annual_revenue for reporting consistency across all company records.

Entera investment deals map directly to HubSpot deals. The deal_name becomes the deal name, deal_amount maps to the Amount field, and deal_stage maps to the HubSpot dealstage through value-mapping configured for each pipeline. Each distinct Entera pipeline — such as Acquisition Pipeline or Renovation Pipeline — creates a corresponding HubSpot deal pipeline with appropriately scoped stage pick-list values.

Entera's investor_deal_association stores equity_percentage and investment_role per investor-deal pair. We associate the investor Contact to the HubSpot Deal using the standard deal-contact association and store equity_percentage as a custom Number field on the Deal. investment_role becomes a custom pick-list field on the deal.

Entera deal pipelines (Acquisition Pipeline, Renovation Pipeline) map directly to HubSpot deal pipelines. Each Entera pipeline creates a corresponding HubSpot pipeline so stage pick-list values are scoped correctly per deal type and investment strategy.

Entera transaction_history records — buy, sell, and renovation events with dates and descriptions — migrate as HubSpot engagement records. Each transaction becomes a Note-type engagement with the original amount and description preserved in the note body, maintaining the complete investment event timeline within HubSpot for audit and reporting purposes.

Entera owner_id and manager_id fields are resolved by matching against HubSpot user email addresses. Any owners without matching HubSpot accounts are flagged as exceptions before migration so your team can create HubSpot user accounts for them or assign their records to a fallback owner. This ensures no deal or contact lands in HubSpot without a resolved owner.

Entera custom fields like investment_type, equity_percentage, preferred_return, and cap_rate have no HubSpot native equivalent. We create these as HubSpot custom properties on the Deal object and map values during migration. Equity_percentage and cap_rate become Number properties; investment_type and preferred_return become pick-list properties with value-by-value mapping.

Entera file attachments associated with investment deals or property records re-upload to HubSpot as Files linked to the corresponding Deal or Company record. Each file attaches to the parent object it was associated with in Entera. File size limits (HubSpot default 25MB per file) apply; large documents may need compression before upload to comply with HubSpot storage constraints.