Migrate from Kartra to HubSpot

Kartra's Lead object maps directly to HubSpot Contact. All standard fields (firstname, lastname, email, phone, address components) map to HubSpot's corresponding contact properties. The Kartra Lead ID is preserved as a custom Source_System_ID__c field on each HubSpot contact for traceability and delta-run deduplication.

Kartra stores company name as a property on the Lead. We extract unique company names from all Kartra leads, create a corresponding HubSpot Company record for each unique name, and link the Contact to that Company via HubSpot's 'Associated Company' property. This restructures Kartra's flat model into HubSpot's relational Contact-Company graph.

If a Kartra Lead has associated product purchases or subscriptions, we create a HubSpot Deal linked to the Contact. The Kartra product name becomes the Deal name, purchase amount maps to Deal amount, and subscription start dates map to the Deal's close date. Each product purchase can generate one Deal, preserving the transactional context in HubSpot's pipeline model.

Kartra Lists are automation-triggered segments that define who receives sequences and broadcasts. We create a corresponding HubSpot List for each Kartra list and add all Kartra contacts that were members of that list. Note that HubSpot Lists are static by default when populated via import — dynamic list behavior requires HubSpot list-filter setup post-migration.

Kartra's tag field contains comma-separated tags per lead. We map these to HubSpot's native 'tags' property on the Contact, preserving the full tag vocabulary. Tags serve as flat labels in both platforms, though HubSpot's tag automation triggers require post-migration configuration in HubSpot workflows.

Kartra drop-down and radio-button custom fields map to HubSpot single-select picklist properties. Each Kartra pick-list value requires explicit mapping to the corresponding HubSpot pick-list option. We preserve the original Kartra option labels and flag any unmapped values for your team to resolve before migration commits.

Kartra checkbox fields (boolean) map to HubSpot single-checkbox (boolean) properties. For Kartra multi-checkbox fields, we create HubSpot multi-checkbox properties with options matching each Kartra option. We validate the data type mapping during the sample migration phase before committing to the full run, ensuring all boolean values translate correctly.

Kartra text-area and input-field custom fields map to HubSpot text (short) or long-text (textarea) properties based on content length analysis. HubSpot's 512-character limit for short text fields is respected; longer content lands in HubSpot's long-text property type. The content length threshold is applied automatically during the mapping phase.

Kartra exports GDPR status and the date the status was set as separate properties on each lead. We map these to HubSpot's GDPR consent properties — GDPR_consent_to_communicate__c (boolean) and GDPR_date__c (date) — preserving the consent record and original consent timestamp for compliance continuity.

Kartra exports address as separate fields: address, city, zip, country, state. HubSpot stores address as a structured address property with sub-fields. We parse Kartra's combined address field into HubSpot's address1, city, zip, country, and state sub-fields. If Kartra's address field contains multi-line content, the first line lands in address1 and additional lines are preserved in a custom notes field.

HubSpot does not have native fields for IP address or IP country. We create custom properties Kartra_IP_Address__c and Kartra_IP_Country__c to preserve this data for geo-targeting and compliance analysis. The Kartra website property maps directly to HubSpot's website property on the associated Company.

Kartra stores individual social profile URLs per lead. HubSpot has native social media link properties for LinkedIn, Twitter, Facebook, and Instagram on the Contact record. We map each platform field-by-field to its HubSpot equivalent, preserving the original profile URL for each network.

Kartra's membership and product access data — which courses or products a lead has purchased access to — has no direct HubSpot CRM equivalent. We preserve this data as custom text fields listing the product/membership names and access dates. For businesses that need active access management, this requires a separate membership management tool or HubSpot's custom objects feature post-migration.

Kartra Sequences are email automation programs with enrollment tracking. HubSpot workflows serve a similar purpose but operate on different trigger semantics. We cannot migrate sequence enrollment state directly — contacts' current sequence positions do not translate to HubSpot workflow enrollment. We preserve sequence names as a custom property (Sequences_Enrolled__c) listing past and current enrollments for reference, and sequence logic must be rebuilt in HubSpot workflows.