Migrate from GENIEE to HubSpot

Geniee customer records map directly to HubSpot Contacts. The primary email address becomes HubSpot's Email property. If Geniee tracks multiple contacts per company, we migrate the primary association as Contact.Company and surface secondary associations via HubSpot's contact-to-company associations. If a contact lacks an email address, FlitStack will flag the record for manual review and attempt to match via other unique identifiers such as phone number.

Geniee company records map 1:1 to HubSpot Companies. Company name, domain/website, industry, employee count, and annual revenue map to HubSpot Company properties. Parent-company relationships in Geniee map to HubSpot's parent-company association. Industry classification maps to HubSpot's industry pick-list, and if a Geniee industry value does not have a direct match, FlitStack selects the nearest equivalent or creates a custom pick-list option.

Geniee deal or opportunity records map to HubSpot Deals. The deal name, amount, expected close date, and owner map to HubSpot Deal properties. Geniee sales stage names map to HubSpot Deal Pipeline stages via value-by-value mapping. If Geniee stores a deal probability, FlitStack maps it to the corresponding HubSpot stage probability or stores it as a custom number property.

Each Geniee pipeline becomes a HubSpot Pipeline in HubSpot. Stage names from Geniee are re-created as HubSpot Deal stages within the corresponding pipeline. Probability and forecast category are re-applied based on HubSpot's stage configuration model. If Geniee uses custom stage labels beyond the default set, FlitStack creates matching HubSpot stage names and assigns probability values according to your specified mapping.

Geniee call logs migrate as HubSpot Engagements with type=Call. Original call date, duration (if stored), owner, and associated contact or company are preserved. The engagement links to the HubSpot Contact record via the CRM association. If Geniee records include call outcome codes, FlitStack stores them in a custom property on the engagement for future reporting.

Geniee email logs migrate as HubSpot Engagements with type=Email. Subject line, body content, direction (sent/received), timestamp, and owner map to HubSpot engagement properties. Attachments are downloaded and re-uploaded to HubSpot's file storage. If Geniee stores email thread IDs, FlitStack preserves them in a custom property to maintain conversation continuity in HubSpot.

Geniee meeting records with scheduled times map to HubSpot Meetings (Event engagements). Geniee notes without a scheduled time map to HubSpot Notes. Rich-text formatting in Geniee notes is preserved in HubSpot's note body. If Geniee meeting records include attendee lists, FlitStack creates HubSpot contact associations for each attendee, preserving the full participant context.

Geniee custom fields on customer records map to HubSpot Contact custom properties. Field types are converted type-aware: text maps to single-line text, pick-list maps to HubSpot select, numeric fields map to number properties, and date fields map to HubSpot date properties.

Geniee custom fields on company records map to HubSpot Company custom properties. Type-aware conversion applies: text to single-line text, multi-select pick-lists to HubSpot multi-select, and numeric fields to number properties. If Geniee uses industry-specific pick-lists, FlitStack maps them to HubSpot's default options or creates custom pick-list values to preserve the original classification granularity.

Geniee deal-level custom fields migrate to HubSpot Deal custom properties. Type-aware conversion applies. If Geniee stores deal priority or custom deal type flags, these become HubSpot select or multi-select properties on the Deal object. If Geniee stores custom deal flags, FlitStack converts them to HubSpot select or multi-select properties, preserving all selected options.

Geniee user and owner IDs are resolved by email match against HubSpot user accounts. Unmatched owners are flagged in the migration plan — your team creates HubSpot user accounts or assigns a fallback owner before the full migration runs. No record lands in HubSpot without an owner.

Geniee internal record IDs are preserved as a HubSpot custom property on each object for traceability and delta-run deduplication. This allows FlitStack to identify records already migrated during subsequent delta runs. This custom property is named source_system_id__c on each HubSpot object, enabling FlitStack's deduplication engine to match records across migration runs accurately.

Geniee's record creation timestamps are preserved as HubSpot custom datetime properties. HubSpot's native CreatedAt property reflects the migration import time; the original date is stored separately for reporting continuity. These original timestamps are stored as Original_Create_Date__c and Original_Update_Date__c on each record, allowing reports to filter by the original record creation time.

Geniee file attachments on customer, company, or deal records are downloaded and re-uploaded to HubSpot Files. File associations to CRM records are re-established in HubSpot. HubSpot's file size limits (25MB per file by default) are enforced during migration. This ensures that attachments are linked to the correct CRM objects after upload.

Geniee workflows, automation rules, and sequence logic do not migrate. These are destination-platform-specific configurations that must be rebuilt in HubSpot using HubSpot's automation tools (Workflows, Sequences, Bot builder). FlitStack exports Geniee workflow definitions as a reference document for your HubSpot admin.