Migrate from Onsite CRM to HubSpot

Onsite CRM Contact records map directly to HubSpot Contact records. Each Onsite CRM contact property becomes a HubSpot property. Primary company association maps to HubSpot's company association. Owner email resolves to a HubSpot user account. Original create date is preserved as a custom property. Onsite CRM internal ID is stored on the HubSpot Contact for traceability and delta-run de-duplication.

Onsite CRM Company records map 1:1 to HubSpot Company records. Company name, domain, industry, employee count, and revenue fields translate to their HubSpot equivalents. Parent-company hierarchies map using HubSpot's parent company association. Original create date is preserved as a custom property. Onsite CRM internal ID is stored for traceability and delta-run de-duplication.

Onsite CRM Deal records map to HubSpot Deal records. Each deal's pipeline and stage map to a HubSpot deal pipeline and stage. Amount, close date, and owner translate directly. Deals without a primary company link attach to a default HubSpot company or are flagged for manual resolution. Original create date preserved as custom property.

Onsite CRM pipelines become HubSpot deal pipelines. If Onsite CRM has multiple pipelines, we create corresponding pipelines in HubSpot. Each pipeline's stages map to HubSpot stage names with probabilities preserved as stage-level metadata. Stage names and probabilities are maintained throughout the migration.

Onsite CRM's lead status field transforms to HubSpot's lifecycle_stage property on Contact. Status values map to HubSpot lifecycle stages (subscriber, lead, MQL, SQL, customer, evangelist) based on the most granular matching available in the source data. Stage-change timestamps are preserved as custom datetime properties.

Onsite CRM call logs migrate as HubSpot engagement calls with original timestamps, duration, outcome, and owner preserved. Call associations link to the original Contact, Company, or Deal record in HubSpot. All original call details are transferred during the migration.

Onsite CRM email logs migrate as HubSpot engagement emails. Subject, body, direction (sent/received), timestamp, and owner transfer. Associations to contacts and deals are preserved in HubSpot's engagement record. Email history is fully transferred with original metadata.

Onsite CRM meeting records become HubSpot engagement meetings with start time, end time, title, body, and owner. Meeting associations to contacts, companies, and deals map to HubSpot engagement associations. Meeting details transfer completely.

Onsite CRM notes migrate as HubSpot notes attached to the corresponding Contact, Company, or Deal. Original create date and owner are preserved. Rich-text formatting in Onsite CRM notes is preserved where the source data supports it. All note content transfers with original metadata intact.

Onsite CRM custom fields on any standard object require pre-creation of HubSpot custom properties before data loads. We deliver a property creation plan as part of the migration package, including property type mapping (text, number, date, picklist) from Onsite CRM field types. Picklist fields are mapped value-by-value.

Onsite CRM owner IDs resolve to HubSpot user accounts by email address. Unmatched owners are flagged before migration — your team either creates HubSpot user accounts or assigns records to a fallback owner. No record lands without an owner in HubSpot.

Onsite CRM file attachments associated with contacts, companies, or deals re-upload to HubSpot Files and attach to the corresponding record. File size limits per HubSpot plan apply (25MB default per file). Inline images in notes are downloaded and rehosted with note content updated.

Onsite CRM tag or label data that lacks a direct HubSpot equivalent is preserved as a multi-value custom property (comma-separated text or list type). Tags used for segmentation are flagged so your team can recreate lists in HubSpot's native list or cohort tools.

Onsite CRM tasks migrate as HubSpot engagement tasks with subject, due date, status, and owner preserved. Completed vs. open status maps to HubSpot's task completion model. Task associations to records transfer as engagement associations. Task history transfers with original metadata.