Migrate from PAWS to HubSpot

PAWS Owner records map directly to HubSpot contacts. Email, phone, address, city, state, and zip code fields migrate as standard HubSpot contact properties. Emergency contact name and phone migrate as custom single-line text and phone-number properties respectively. Each owner receives one HubSpot contact record regardless of how many pets are associated with that owner in PAWS.

PAWS Pet is not a native HubSpot object. Pet data including species, breed, dateOfBirth, microchipId, and weight migrates as HubSpot contact custom properties on the owner contact record. For complex medical records, a HubSpot Custom Object named Pet_Record__c is created with a labeled association to the owner contact. Pet name becomes pet_name__c, species becomes pet_species__c, and breed becomes pet_breed__c.

Vaccination records (vaccine type, date administered, next due date, batch number) have no HubSpot native equivalent. A HubSpot custom object named Vaccination_Record__c is created with a labeled association to the pet contact. Next-due dates become custom date fields for workflow-triggering reminders in HubSpot. Vaccine type maps as a custom pick-list on the custom object.

Insurance carrier, policy number, coverage type, and expiration date stored on a HubSpot Insurance_Policy__c custom object. Associated to the owner contact via HubSpot's labeled custom object association. Coverage type values are mapped via pick-list value mapping on the custom field. Expiration dates trigger workflow notifications when approaching renewal.

PAWS service appointments map to HubSpot Meetings for vet visits with scheduled start and end times, and HubSpot Tasks for grooming and boarding with a due date but no scheduled window. The service type becomes the Meeting Subject prefix: '[Vet Visit] Annual Checkup — Bella'. Staff assigned resolves via email match to a HubSpot user.

Boarding reservations and kennel reservations map to HubSpot Deals. The deal name is constructed from the pet name plus reservation start and end dates. Deal stage reflects the reservation status from PAWS (Booked, Checked In, Completed, Cancelled). Deal amount reflects the boarding fee from PAWS, with daily charges and add-on services mapped as Deal line items attached to the parent reservation deal.

PAWS retail products including food brands, toys, and supplements map to HubSpot Products. Name, SKU, price, and inventory count migrate as HubSpot Product fields. Inventory quantities require a custom integer field on the product since HubSpot Products have no native inventory-count field. Price and SKU map directly without transformation.

Clinical notes and free-text observations logged on a PAWS pet record migrate as HubSpot engagement notes attached to the pet contact. Original timestamps and the PAWS user who created the note are preserved. Notes use HubSpot's Notes object with Body content, maintaining clinical observations verbatim from the source PAWS record.

PAWS payment transactions map to HubSpot Deal Line Items attached to the corresponding boarding or service deal. Payment method including cash, card, and insurance is stored as a custom pick-list on the line item. Full financial reconciliation across both platforms requires a separate accounting tool integration after migration completes.

Kennel club registration numbers, show titles, champion titles, and breeding history have no HubSpot standard equivalent. A Breed_Registry__c custom object is created with labeled associations to the pet contact record. These serve as reference records for show-dog operations, breeding facilities, and kennel clubs migrating from PAWS that need to preserve registration documentation.