Migrate from Pure Chart to HubSpot

Direct map. Pure Chart contact properties migrate to HubSpot contact properties. If Pure Chart stores a primary company on the contact, we resolve the association via HubSpot's primary company link on the contact record. All properties, including text, number, date, and pick-list fields, are mapped directly. Any multi-value or computed fields are flagged for manual review before the migration run starts.

Direct map. Pure Chart company records migrate to HubSpot company records with all standard and custom properties. Company domains, industry values, and employee counts map to HubSpot's equivalent company properties. Domain validation is performed to ensure accurate company records, and industry values are matched to HubSpot's pick-list; missing values are set to 'Other' and recorded for later cleanup.

Direct map. Pure Chart deal records migrate to HubSpot deals with the deal name, amount, close date, owner, and pipeline stage mapped to their HubSpot equivalents. Associations to contacts and the primary company are preserved via HubSpot's deal association model.

Each Pure Chart pipeline maps to a HubSpot pipeline. HubSpot's Starter tier supports up to 5 pipelines, Professional supports 15, and Enterprise supports unlimited. We create the pipelines in HubSpot and map each stage to its HubSpot counterpart before deal migration begins.

Stage names map value-by-value from Pure Chart stages to HubSpot stages within each pipeline. Stage-entered timestamps are preserved as HubSpot custom datetime properties on the deal for historical stage-transition reporting. Stage order is preserved and any undefined stages are created as custom stages in HubSpot before the mapping process. This ensures all historical transitions are reflected accurately.

Pure Chart contact custom properties that have no HubSpot standard equivalent are created as HubSpot custom contact properties before migration. Multi-select pick-lists in Pure Chart map to HubSpot multi-select properties; single-select maps to HubSpot single-select. If a required field in HubSpot does not exist in Pure Chart, we assign a placeholder value and mark it for admin review after migration.

Pure Chart deal custom properties migrate to HubSpot deal custom properties. Any calculated or formula fields in Pure Chart are preserved as static number or text fields in HubSpot; HubSpot's calculated properties in Operations Hub can rebuild logic post-migration. We flag each formula field in the migration plan for later reconstruction.

HubSpot logs engagement activities on the contact timeline. Pure Chart call logs, email records, and meeting records migrate as HubSpot engagements with original timestamps and owners preserved. Notes migrate to HubSpot engagement notes attached to the parent contact. Each activity type maps to its corresponding HubSpot engagement type and retains its creation timestamp and assigned owner for a complete audit trail.

Pure Chart file attachments on records are re-uploaded to HubSpot Files and attached to the corresponding CRM record. Files over HubSpot's 250MB per-file limit are flagged and split before migration. We also verify file integrity after upload and update the record with a link to the newly attached file in HubSpot.

Pure Chart custom objects map to HubSpot custom objects only on Enterprise portals. On lower tiers, custom object records are flattened into standard objects as custom properties with a source-object reference note, so no data is lost even on Professional portals.