Migrate from Inception to HubSpot

Inception physician contacts migrate to HubSpot contacts with all standard fields (name, email, phone, address) mapped directly. Inception's physician-specific properties (specialty, DEA number, hospital affiliation) migrate as HubSpot custom contact properties. Owner resolution happens by email match to HubSpot users. The migration preserves all physician-specific metadata while standardizing the contact schema.

Inception healthcare organization records map to HubSpot companies. Practice name, address, specialty type, and parent organization hierarchy transfer directly. N:N associations (one contact affiliated with multiple practices) collapse to primary company plus Account Contact Relationships in HubSpot. We preserve the parent-child hierarchy by mapping parent_organization_id to HubSpot Parent Company ID.

Inception territories do not have a direct HubSpot equivalent. We migrate territory as a custom pick-list property (Territory__c) on contacts and deals, and map territory assignments to HubSpot Teams for routing. Sales rep ownership resolves by email match. This dual approach ensures territory information appears on records and drives routing logic through HubSpot Teams.

Inception call reports with outcome (detailed, brief, no-see), sample drops, and prescribing physician links migrate as HubSpot call engagements with a custom note body. Visit timestamps, duration, and rep owner preserved. Sample drop records become custom properties on the call engagement. The mapping preserves the complete interaction history for each physician contact.

Inception prescription tracking records (drug name, quantity, prescriber, date) require a HubSpot custom object if the receiving account is Enterprise. For Starter/Pro accounts, prescription data collapses into deal line items or custom deal properties. We surface this in the migration plan before data lands so you confirm your HubSpot tier and data model approach.

Inception opportunities map directly to HubSpot deals. Deal name, amount, stage (sampling, prescribing, formulary), close date, and owner transfer directly. Pipeline-to-pipeline mapping uses HubSpot's native pipeline model; stage names map value-by-value with probability re-applied. We validate each stage transition maps correctly before the full migration run.

Inception therapy area values (oncology, cardiology, etc.) have no native HubSpot equivalent. We create a Therapy_Area__c custom pick-list on contacts and deals, preserving Inception's therapy-area assignments. If multiple therapy areas per contact, we use multi-select. Pick-list values match Inception exactly to maintain reporting continuity across the migration.

Inception sample records (drug name, lot number, quantity dispensed) map to HubSpot products linked as line items on the associated deal. Sample drop activity remains on the call report. We validate product name matches before linking to avoid orphaned line items or duplicate product records in HubSpot's product library.

Inception formulary status (Tier 1, Tier 2, Not on Formulary) maps to a Formulary_Status__c custom pick-list on HubSpot deals. Stage transitions in Inception that include formulary events become HubSpot deal stage changes with the formulary status property updated. Each formulary tier maps to the corresponding pick-list value in HubSpot.

Inception activity log entries (detail calls, conference attendance, internal meetings) migrate as HubSpot tasks with original timestamps, owners, and parent-record links. Meeting-type activities become HubSpot meeting engagements with start/end time preserved. All activity records retain their chronological sequence for reporting continuity.

Inception physician-contact relationships (supervising physician, referring physician) that exist as separate Inception records merge into the primary contact record as custom properties (Supervising_Physician__c, Referring_Physician__c). HubSpot's native association model handles the primary relationship. We resolve the reference by matching to the migrated contact record.

Inception documents attached to call reports, deals, or contacts re-upload to HubSpot Files. File size limits (25MB per file in HubSpot) apply. We download inline attachments and rehost them in HubSpot's file storage before linking to the target record. Each file maintains its association to the original Inception record through the migration audit log.