Migrate from FranConnect to HubSpot

FranConnect franchise development contacts map to HubSpot contacts. First name, last name, email, phone, and address fields migrate directly. Owner assignment resolves by email match to HubSpot users. Additional fields such as source and lifecycle stage are mapped via value mapping.

FranConnect development-stage values (Inquiry, Qualified, Proposal, Contract, Open) map to HubSpot lifecycle_stage pick-list. Subscriber becomes 'lead', Open becomes 'customer', others route to the closest HubSpot stage value. The mapping preserves original stage labels as custom properties for reporting continuity. This ensures data fidelity.

FranConnect location records map to HubSpot companies. Custom properties capture franchise-specific fields: unit_number, franchisee_name, open_date, royalty_status, and location_region. Multiple locations owned by the same franchisee collapse to one HubSpot company with a custom location-count property. The location-count property aggregates the number of units per owner for easier segmentation.

FranConnect franchise development leads map to HubSpot contacts. Inquiry source (Lead Source Category + Lead Source Details) migrates as HubSpot contact property hs_analytics_source with the original value preserved. Additional source data fields are mapped to HubSpot's secondary source properties to retain full attribution information.

FranConnect deals representing franchise agreements map to HubSpot deals. Deal name becomes deal name; deal amount maps to deal amount. The FranConnect development pipeline becomes a HubSpot deal pipeline with stage mapping. The stage mapping preserves probability and forecast categories based on HubSpot's pipeline configuration.

FranConnect development stage values (Inquiry, Qualified, Proposal, Contract, Open) map to HubSpot deal stage values. Stage probability and forecast category re-applied from HubSpot's stage configuration. Stage-transition timestamps preserved as custom datetime fields. This ensures consistent pipeline reporting and accurate sales forecasting in HubSpot.

FranConnect activity logs tied to locations or contacts map to HubSpot engagements. Calls map to HubSpot calls, emails to emails, meetings to meetings, and notes to notes. Original timestamps and activity owners preserved. Engagement type mapping ensures each activity appears correctly in the contact's timeline within HubSpot.

FranConnect support tickets map to HubSpot tickets. Ticket subject, description, status, priority, and owner migrate. Original create date preserved as custom property. HubSpot ticket pipelines require setup before migration. Your team should define pipeline stages and priorities in HubSpot before the migration to ensure smooth ticket routing.

FranConnect user records resolve by email match to HubSpot users. Unmatched owners flagged before migration — your team either creates HubSpot user accounts or assigns records to a fallback owner. This step prevents records from being imported without an assigned owner, maintaining accountability and reporting accuracy.

FranConnect module-specific custom fields (brand_unit_id, training_completion_status, royalty_rate, etc.) map to HubSpot custom contact and company properties. Custom property names follow HubSpot's label conventions. Properties requiring specific field types (number, date, dropdown) are type-mapped during migration. The mapping also includes validation against HubSpot's property limits per plan tier to avoid exceeding quotas.

FranConnect file attachments (Franchise Disclosure Documents, agreements, images) attached to location or contact records re-upload to HubSpot Files. File associations to contacts or companies preserved. During re-upload, file metadata such as original upload date and uploader are stored as custom properties to maintain audit trails.

FranConnect opening checklists and task groups (Opener module) have no HubSpot equivalent. We export checklist definitions as a structured JSON reference so your team can rebuild them in HubSpot's workflow builder or a project-management tool. This JSON export includes task dependencies, due dates, and assignees to facilitate accurate recreation.

FranConnect royalty calculations (Royalty Mgr module) track franchisee revenue reporting and fee deduction. HubSpot CRM has no royalty accounting module — these records export as custom financial data and must be handled by a separate franchise accounting system post-migration. Your finance team should map these exports into their royalty management workflow for accurate reporting.

FranConnect training completion records (Training module) map to HubSpot contact properties marking completion status, but HubSpot's native learning management capabilities are limited. We migrate training data as custom properties and note that a dedicated LMS may be needed for franchise training programs.