Migrate from Exsalerate to HubSpot

Exsalerate's combined Account object includes contact details. Primary contact information maps directly to HubSpot Contact fields (firstname, lastname, email, phone, jobtitle). Each Exsalerate Account with contact data becomes a HubSpot Contact with the associated company linked via HubSpot Company association.

Exsalerate Account business details (company name, domain, industry, employee count, annual revenue) map to HubSpot Company properties. Parent-account hierarchies in Exsalerate map to HubSpot's company association model, where child companies can be linked to a parent company record. The parent company must be migrated first to establish the association hierarchy correctly.

Exsalerate Pipelines map to HubSpot Deal Pipelines. Each Exsalerate pipeline becomes a named HubSpot deal pipeline. Stage names, probabilities, and forecast categories are value-mapped per Exsalerate stage. The pipeline configuration (active/archived status) is preserved in HubSpot pipeline settings. Multiple Exsalerate pipelines require separate HubSpot pipelines to be created.

Exsalerate Deals map 1:1 to HubSpot Deals. Deal name, amount, close date, owner, and associated pipeline are transferred. The Exsalerate deal stage maps to the HubSpot deal stage via value mapping. Stage-entry timestamps are preserved as HubSpot deal properties for reporting continuity.

Exsalerate's color-coded activity tiles are converted to HubSpot Tasks. The tile color maps to HubSpot task priority (high/medium/low). Due dates, descriptions, and associated contacts or deals are preserved. Each task is linked to the corresponding HubSpot contact or deal record.

Exsalerate logged calls, emails, and meetings become HubSpot engagements on the contact timeline. Call duration, email subject lines, meeting titles, and original timestamps are preserved. Each engagement is associated with the corresponding HubSpot contact record. Call recordings and email attachments are re-uploaded to HubSpot file storage.

Exsalerate custom fields on accounts are recreated as HubSpot custom properties in Settings > Properties. Property data type is inferred from Exsalerate field type (text, number, date, picklist). The property is created before migration and mapped per record during the data load phase.

Exsalerate custom fields on contacts are recreated as HubSpot contact properties. Picklist values require value-by-value mapping. Boolean and numeric fields map directly to HubSpot equivalents. All custom properties are created pre-migration in HubSpot Settings > Properties before data loads begin.

Exsalerate owners are resolved by email against HubSpot users. Unmatched owners are flagged before migration — your HubSpot admin either invites them as users or assigns their records to a fallback owner. No record lands without a HubSpot owner assigned. Owner history is preserved as a custom property for reporting continuity.

Exsalerate notes are transferred as HubSpot engagement notes on the contact timeline. Original timestamps and note authors are preserved. Notes with attachments require file re-upload to HubSpot's file storage. Each note is linked to the corresponding contact or company record in HubSpot.

Exsalerate tags on contacts or accounts become HubSpot contact or company properties with multi-select type. Tag values are preserved as option values in HubSpot. Multi-select properties allow filtering and list segmentation in HubSpot's workflows and reports. Tag mapping is completed during the data transformation phase before loading.