Migrate from Loyalistic to HubSpot

Discovery and Loyalistic field mapping

We audit your Loyalistic instance to identify all objects, fields, custom properties, and activity types. We map each Loyalistic field to a HubSpot native property or flag it for custom property creation. We also identify Loyalistic pipelines, lifecycle stages, and any multi-company or multi-owner relationships that need resolution before migration. During the audit we document each mapping decision, record any data quality issues such as missing required fields, and produce a migration blueprint that your team reviews before any data is moved. This blueprint also includes a list of any custom objects, custom associations, and recommended HubSpot properties to create.

Create HubSpot custom properties and pipelines

Before data moves, we create all required HubSpot custom properties and configure deal pipelines. Each Loyalistic pipeline requires a corresponding HubSpot pipeline with ordered stage values created in HubSpot Settings. Lifecycle stage mappings are validated against HubSpot's standard pick-list. Owner email resolution is tested against HubSpot user accounts to identify any gaps. We also run a dry‑run import with a small sample to verify that custom properties accept the expected data types and that pipeline stage values align with the migration mapping. Any misconfigurations are corrected before the full dataset is loaded.

Extract, clean, and transform Loyalistic data

We extract contacts, companies, deals, activities, and files from Loyalistic via API access. We deduplicate records, resolve owner email matches to HubSpot users, and transform Loyalistic field values to match HubSpot property types. Original creation timestamps and stage-transition dates are preserved in custom properties for continuity. During extraction we clean the data by standardizing phone formats, trimming whitespace, and flagging records with missing required fields for your team to review. Multi‑value fields such as tags or custom lists are serialized into text strings or migrated as HubSpot list memberships as appropriate.

Sample migration with field-level diff

A representative slice — typically 100 to 500 records — migrates into your HubSpot sandbox or development instance first. We generate a field-level diff showing each mapped value side-by-side. Your team reviews lifecycle stage mapping, pipeline assignment, owner resolution, and activity association before the full migration commits. The diff report highlights any mismatches, such as missing values in required HubSpot fields, unsupported characters, or conflicts with existing data, and our team resolves these before proceeding. This step ensures your team can approve the final mapping and minimize risk in the production run.

Production migration with delta pickup and rollback

Full data load runs in the correct dependency order: companies first, then contacts and leads, then deals and activities, then files. A 24–48 hour delta-pickup window captures any records created or modified in Loyalistic during the cutover. An audit log records every operation, and one-click rollback is available if reconciliation reveals a data integrity issue. During the load we monitor import success rates, verify record counts against source totals, and send progress notifications to your team. After the delta pickup closes, we perform a final reconciliation pass to confirm that all expected records appear in HubSpot with correct field values.