Migrate from Origo BPO to HubSpot

FlitStack maps every contact record from Origo BPO into a HubSpot Contact. The primary email address becomes the HubSpot contact identity key. If the source stores multiple email addresses, the primary address maps as Email and secondary addresses migrate as a custom multi-email property for reference.

Origo BPO client organizations map directly to HubSpot Companies. Company name becomes the Company Name field, domain or website maps to the Website field, and industry classification maps to the Industry pick-list where values align. Multi-location clients create multiple Company records with a parent-child hierarchy preserved via HubSpot's company association model.

HubSpot natively supports 1:N contact-to-company associations — a primary company is set on each contact record. For N:N source associations (a contact linked to multiple client organizations), FlitStack migrates one primary company and surfaces the secondary associations as additional Company Contact Relationships in HubSpot.

Revenue-bearing records in Origo BPO — deals, projects, or long-term contracts — map to HubSpot Deals. The deal name, amount, expected close date, and stage all translate to HubSpot deal properties. Each source deal is associated with its primary company and any linked contacts via HubSpot's deal association model.

If Origo BPO uses named pipeline stages (e.g., Prospect, In Progress, Delivered, Closed Won), FlitStack maps those stage names to HubSpot deal stage values in the configured pipeline. Stage order and probability are preserved as configured in HubSpot's pipeline settings. Multiple source pipelines map to multiple HubSpot deal pipelines if the destination portal uses more than one.

Service tickets in Origo BPO map to HubSpot Tickets — a first-class CRM object with subject, description, status, priority, and source channel properties. Each ticket is associated with the originating contact and company record. Ticket thread history (comments, updates) migrates as HubSpot Ticket Threads if the source exposes this data via API.

Source ticket statuses (e.g., Open, In Review, Resolved, Closed) map to HubSpot Ticket Pipeline stage names. If the source uses multiple ticket queues or priority tiers, FlitStack creates separate HubSpot ticket pipelines and maps records accordingly. Each stage maps with its original status label preserved as the HubSpot stage name, and any custom status values are added as new pipeline stages to maintain full historical continuity for reporting.

Any Origo BPO custom fields — service-tier classification, contract start/end dates, SLA flags, or client-specific attributes — are evaluated against HubSpot's native property types. Where a native equivalent exists, direct mapping applies. Where no native field matches, FlitStack creates a HubSpot custom property, preserving the original field name as a label and the original data type (string, number, date, enumeration) so the data remains queryable and reportable.

File attachments associated with contacts, companies, deals, or tickets in the source system are downloaded, re-uploaded to HubSpot's file manager, and associated back to the corresponding CRM record by object type and ID. File size limits per HubSpot's file storage policy apply. Inline images in notes are extracted, re-hosted, and the note body is updated with the new file reference.

Record owners in the source system are resolved by email address match against HubSpot user accounts. FlitStack generates an owner resolution report before migration — any source owner without a matching HubSpot user is flagged and assigned to a designated fallback owner or placeholder team so no record lands without an owner assignment.

Logged calls, emails, and meeting records associated with contacts and companies in the source system migrate as HubSpot Engagements. Call duration, disposition, and timestamp are preserved in HubSpot call properties. Email subject and body migrate as engagement notes with timestamps and owner attribution.

The original Origo BPO record ID is preserved as a custom text field on each migrated record. This serves as the traceability anchor for delta-run de-duplication, audit reconciliation, and cross-referencing source records post-migration. It is critical for any post-migration data validation between the source and HubSpot datasets.