Migrate from MaxCredible to HubSpot

MaxCredible debtor records map directly to HubSpot companies as the primary account record. Standard debtor fields including debtor name, address, industry classification, and primary contact details transfer as standard HubSpot company properties. The debtor's primary contact person from MaxCredible creates a corresponding HubSpot contact record linked to the derived company via a primary association. Communication preference flags stored on the debtor record migrate as HubSpot contact custom properties for downstream outreach preference tracking.

Named debtor contacts in MaxCredible become HubSpot contacts representing individuals associated with debtor accounts. Email address, phone number, job title, and physical address fields map directly to HubSpot contact standard properties. Each contact associates to the company record derived from its parent debtor entity using HubSpot's primary company association. Communication preference flags stored in MaxCredible (email, SMS, WhatsApp preferences) migrate as HubSpot contact custom picklist properties to preserve debtor communication preferences during collections outreach.

Invoice data requires a HubSpot custom object named Invoice because the native Deal object lacks fields for invoice-specific data like invoice_number, due_date, invoice_amount, outstanding_balance, and currency_code. We create the custom object schema with all required properties before any data loads begin. The custom object associates to the Company record derived from the parent debtor using a pre-defined Invoice-to-Company association type that HubSpot admin configures during the schema setup phase.

Each payment applied against an invoice migrates as a separate custom object record of type Payment Record. Standard fields include payment_date, amount_paid, payment_method, and reference_number. The payment record links to its parent Invoice custom object via a custom relationship definition established during schema setup. All original payment metadata including bank reference codes and payment channel information is preserved in additional custom properties for audit and reconciliation purposes.

MaxCredible's branded email and SMS communication logs become HubSpot engagement emails and calls. WhatsApp logs (if exported) store as HubSpot notes with timestamps and channel metadata. Template name and tone-of-voice settings are preserved as note body annotations for rebuild reference.

MaxCredible's AI-calculated payment behavior score migrates as a custom number property named Payment_Behavior_Score__c on the HubSpot company record. Historical score snapshots stored in MaxCredible, if available, are migrated as a custom property set (Payment_Score_History__c) containing dated score values for trend visibility in HubSpot reporting dashboards and list segmentation.

MaxCredible's credit risk classification values (Low, Medium, High, Critical) map to a HubSpot company custom picklist property named Credit_Risk_Rating__c. The value mapping preserves all original MaxCredible classification values without translation. Internal collections strategy codes stored in MaxCredible's extended debtor record are preserved as a secondary text property named Collections_Strategy_Code__c for reference and segmentation purposes.

Days Sales Outstanding current value and DSO trend data from MaxCredible migrate as custom number properties on the company record (Current_DSO__c, DSO_30_Day_Trend__c, DSO_90_Day_Trend__c). This enables finance and collections teams to filter HubSpot lists, create reports, and trigger workflows based on DSO thresholds directly within HubSpot's native tools without requiring a separate BI tool integration.

MaxCredible's debtor collection status values (Active, Overdue, Escalated, Disputed, Closed) map to a HubSpot company custom picklist via explicit value-by-value lookup mapping. The mapping table is reviewed during planning to confirm each MaxCredible status maps correctly to the intended HubSpot picklist value, avoiding default-value surprises that could distort collections reporting in HubSpot dashboards.

Active disputes in MaxCredible create HubSpot tickets for workflow tracking and a custom object named Dispute for dispute-specific details including dispute_reason, disputed_amount, resolution_status, and resolution_date. Resolved disputes archive to the Dispute custom object only without creating tickets. The Dispute custom object links to the parent Company record via a custom Company-Dispute association for complete dispute history visibility on the debtor account.

MaxCredible stores ERP system identifiers such as SAP customer numbers and Oracle account IDs that were linked via third-party integration. These values migrate and preserve as read-only text properties named ERP_Reference__c on both the Company record and the Invoice custom object. The preserved ERP reference enables accounting teams to perform reconciliation traceability against source ERP records after migration completes without requiring re-lookup or manual cross-referencing.

MaxCredible assigns debtors and outstanding invoices to named collections owners and credit managers. During migration, we resolve MaxCredible user email addresses against HubSpot user accounts to assign OwnerId on every company and invoice record. Any MaxCredible owner email that cannot be matched to an existing HubSpot user is flagged in a pre-migration exception report, giving your team time to create HubSpot users or designate a fallback owner before records land.