Migrate from EverPro to HubSpot

EverPro customer records map to HubSpot contacts. The customer's name, email, phone, and address fields translate directly. Original create dates and last-modified timestamps are preserved as custom datetime fields since HubSpot's CreatedDate reflects migration time, not the source record's birth.

EverPro organizations map to HubSpot companies. Company name, domain, industry, employee count, and annual revenue translate directly. Parent-child organizational hierarchies in EverPro map to the HubSpot company parent field if configured. Additionally, any custom properties associated with the organization, such as regional classification or partner tier, are migrated as custom fields on the HubSpot company record, ensuring all relevant context is preserved.

EverPro service checklist records have no native HubSpot equivalent. Completed checklist items and service notes become HubSpot engagements on the contact timeline. Scheduled service dates and technician assignments store as custom fields on the company or contact record. If the checklist includes line-item details or parts used, those values are captured as custom text fields, allowing service history to be fully reconstructed within HubSpot for future reference and reporting.

EverPro's per-customer loyalty pricing tiers (e.g., $2.82/customer/year) and loyalty program enrollment data merge into the HubSpot company record as custom properties. Program tier names, enrollment dates, and renewal dates store as custom fields. Historical pricing adjustments and discount percentages are also preserved as custom currency fields, enabling your team to analyze loyalty value trends over time and inform future pricing strategies.

EverPro Business Intelligence dashboard properties (KPI values, funnel metrics, monthly strategy call notes) require HubSpot custom fields on the company record. Numeric KPIs become custom number or currency fields; qualitative notes become custom text areas. Dashboard definitions themselves do not migrate.

EverPro Contact Center call logs map to HubSpot engagements with type 'Call'. Subject, call duration, owner, and original call timestamp transfer directly. Call recording URLs store as a custom URL field on the engagement for reference. If call disposition codes or wrap-up notes exist, they are migrated as custom text fields on the engagement, allowing your team to maintain detailed call outcome records within HubSpot.

EverPro user accounts resolve to HubSpot users by email address match. If a user exists in EverPro but not in HubSpot, their records assign to a fallback owner flagged in the migration plan. Unmatched owners are surfaced before the migration run commits.

EverPro file attachments on customer records, service checklists, or Contact Center logs re-upload to HubSpot Files. Files attach to the corresponding contact or company record. Size limits follow HubSpot's 25MB per file. File metadata such as original upload date, file type, and associated record ID are preserved to ensure traceability and to facilitate future file retrieval or replacement if needed.

If EverPro includes deal or quote records, these map to HubSpot deals. Deal name, amount, stage, and close date translate directly. EverPro deal pipelines map to HubSpot deal pipelines with stage name mapping per pipeline. Custom deal fields such as product line, regional territory, or renewal flags are migrated as custom properties, ensuring that all relevant sales context is retained within the HubSpot deal record.

EverPro custom fields on any object (customer, organization, service) require HubSpot custom properties created before migration. We deliver a custom property manifest specifying field name, type (string, number, date, picklist), and any value mappings required. The manifest also includes default values, validation rules, and display guidance, giving your HubSpot admin a clear blueprint for field creation before the data load begins.