Migrate from Flexie to HubSpot

Flexie contacts migrate directly to HubSpot contacts without any transformation required for core name, email, phone, and address fields. The Flexie owner field resolves by email match to a HubSpot user; if no matching HubSpot user exists, the contact assigns to a fallback owner designated by your team before migration begins. All custom properties on the Flexie contact map to HubSpot custom properties on the corresponding contact record.

Flexie companies map to HubSpot companies on a field-for-field basis. Parent-child company hierarchies in Flexie map to HubSpot's parent company field, with the parent company record needing to migrate before the child. Multi-company associations on a single Flexie contact collapse to HubSpot's primary company association plus additional secondary company associations tracked in the association table.

Flexie deals map to HubSpot deals with pipeline and stage mapping handled through value mapping per stage name. Each Flexie deal pipeline becomes a HubSpot pipeline object that must be created before migration runs. Stage names in Flexie map value-by-value to corresponding HubSpot stage names defined in the target pipeline, preserving deal progression logic across both platforms.

Flexie deal line items map to HubSpot line items with each line item associating to a HubSpot deal via the deal_id foreign key. Products referenced in Flexie line items must either exist in HubSpot or are created as part of the migration process. Quantity, price, and tax information from Flexie line items transfer to corresponding HubSpot line item fields.

Flexie tasks map to HubSpot engagements with type set to task. Original Flexie task timestamps, owners, and subject lines are preserved during migration. Task completion status (completed or pending) maps to HubSpot's engagement metadata fields, maintaining the original task workflow state in the destination system.

Flexie call records migrate as HubSpot call engagements with all call metadata preserved. Call disposition, duration, and outcome values recorded in Flexie map to corresponding HubSpot call metadata fields. Original Flexie call timestamps and recording links transfer to HubSpot's engagement properties.

Flexie logged emails migrate as HubSpot email engagements with full metadata preservation. Subject line, body content, email direction (sent or received), and thread references map to HubSpot engagement properties. Attachments re-upload to HubSpot file storage and attach to the corresponding engagement record.

Flexie meeting records map to HubSpot meeting engagements with original scheduling details intact. Meeting start time, duration, timezone, and attendee list preserve in HubSpot's meeting engagement properties. Each migrated meeting links to the associated Flexie contact or deal record via HubSpot's association API.

Flexie notes migrate to HubSpot notes with complete body content preserved. Associated record type and original Flexie create date transfer to HubSpot's note properties. Rich-text formatting in Flexie notes converts to HubSpot's note body HTML format, maintaining visual structure like bold, italic, lists, and hyperlinks.

Flexie custom objects map one-to-one to HubSpot custom objects, which are available on HubSpot Enterprise subscription tiers. Custom object schemas must be pre-created in HubSpot before migration runs using the schema setup plan we deliver. Flexie custom object associations that use many-to-many relationships require HubSpot junction objects, which we specify in the migration planning phase.

Every Flexie custom field becomes a HubSpot custom property on the mapped object during migration. Supported Flexie field types include text, number, date, pick-list, boolean, and currency, each mapping to HubSpot equivalents. Multi-select pick-lists in Flexie map to HubSpot multi-checkbox properties, while single-select pick-lists convert to HubSpot select properties.

Flexie workflow and automation rules do not migrate as executable logic because HubSpot and Flexie use different automation engines with distinct trigger types, condition operators, and action sets. We export the complete Flexie workflow definition as a structured JSON reference document that includes all trigger types, filter conditions, action sequences, and Flexie-specific field names for your HubSpot admin to rebuild inside HubSpot's workflow tool.

Flexie email sequences and templates do not transfer to HubSpot sequences because the sequence enrollment data and template references are not compatible between platforms. We export Flexie sequence definitions including step timing, email templates, and enrollment criteria as a rebuild reference. HubSpot sequences require your sales team to manually re-enroll contacts after migration completes.

Flexie reports and dashboards do not migrate because report configurations are tied to Flexie's schema and visualization engine. The underlying data (contacts, companies, deals, custom properties) transfers completely, but each report must be rebuilt in HubSpot's reporting tool. We deliver a comprehensive data dictionary mapping Flexie field names to HubSpot property names so your admin can reconstruct reports with identical field references.

Flexie file attachments on contacts, companies, deals, or notes re-upload to HubSpot Files and associate to the corresponding record using HubSpot's file manager API. Files are linked to the correct record by matching the Flexie attachment record ID to the HubSpot file association. Files exceeding HubSpot's 25MB per-file limit are identified during the audit phase and handled via external storage links.