Migrate from Planfix to HubSpot

Planfix Processes and Scripts have no HubSpot equivalent and cannot be migrated

Planfix's automation engine uses Processes (for contact sequences) and Scripts (for task automation) — both are system-specific configurations with no export path and no HubSpot counterpart. HubSpot handles automation through Workflows and Sequences, which operate on different trigger models. We export your Process and Script definitions as structured reference documents so your HubSpot admin can rebuild the logic manually in HubSpot's automation tools. This is the most significant functional gap in a Planfix-to-HubSpot migration and should be scoped as a separate rebuild project.

Workgroup-to-owner resolution requires manual mapping for complex hierarchies

Planfix Workgroups group users and assign permissions collectively, but HubSpot has no Workgroup construct — every record must have a direct Owner. When a Planfix Workgroup contains multiple members, we resolve individual members to HubSpot users by email match and assign them as individual owners. If Planfix Workgroups carry permission logic that governs data visibility, those rules cannot be reproduced in HubSpot's sharing model without a custom security-role rebuild. We flag all multi-member Workgroups before migration and surface the resolution plan.

Planfix project hierarchy maps to flat HubSpot deals with no native sub-task structure

Planfix Projects contain Tasks with sub-tasks, milestones, and dependencies — a true hierarchical model. HubSpot Deals are flat records with a one-level task association. Sub-tasks in Planfix become either HubSpot Tasks linked to the parent Deal or custom sub-task properties depending on your chosen configuration. Dependencies between Planfix tasks (which task must complete before another starts) have no HubSpot equivalent and are lost unless you build a custom junction object or handle them in project management tooling outside the CRM.

Planfix file attachments require re-upload to HubSpot's file manager with metadata preservation

Planfix attachments are stored in its file system and linked to Tasks, Projects, or custom File fields. They do not migrate as native attachments — FlitStack downloads each file, re-uploads it to HubSpot's file manager, and links it back to the corresponding Contact, Company, or Deal record. Original filenames, upload timestamps, and the uploader's user ID are preserved in HubSpot file metadata. Files exceeding HubSpot's attachment size limits are flagged for chunked re-upload.

Planfix Position hierarchy requires a custom contact property rebuild

Planfix Positions define reporting lines within Workgroups (e.g., Manager, Team Lead, Analyst). HubSpot has no Position construct at the schema level — reporting hierarchy must be stored as a custom pick-list property on the Contact (e.g., Organizational_Level__c) or via a custom Manager lookup field. The manager-subordinate relationship requires manual configuration in HubSpot's sharing rules or a custom relationship object if hierarchical visibility is a business requirement.