CRM migration
Field-level mapping, validation, and rollback between RAYNET CRM and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
RAYNET CRM
Source
HubSpot
Destination
Compatibility
10 of 10
objects map 1:1 between RAYNET CRM and HubSpot.
Complexity
BStandard
Timeline
48–72 hours
Overview
Raynet CRM organizes data around Contacts, Companies, Deals, and a tier-gated custom properties model (Start caps at 5 custom fields, Professional at 100, Enterprise at 500). Deal types are also tier-gated in Raynet — Start allows only 1 type, Professional allows 5, and Enterprise allows unlimited. HubSpot Sales Hub stores the same core objects (Contacts, Companies, Deals) but uses a fundamentally different schema: deals belong to one HubSpot pipeline (with multiple pipelines available on Professional and above), deal types must be stored as a custom deal property, and custom properties are unlimited at all paid tiers. We migrate contacts with first and last name, email, phone, job title, and address fields mapped directly to HubSpot's standard contact properties. Raynet's custom fields migrate as HubSpot custom properties with type-aware mapping — pick-lists become HubSpot pick-list properties, dates remain datetime properties, and text fields map as-is. Deal stages map to HubSpot pipeline stages using value-by-value mapping so stage names and historical stage assignments are preserved. Deal types from Raynet are stored as a HubSpot custom deal property (Deal_Type__c) since HubSpot has no native deal-type concept. Raynet's automations, workflow rules, and e-signature configurations are not migrated — those must be rebuilt in HubSpot's automation tools. We export Raynet's automation rule definitions as a structured reference document so your HubSpot admin can rebuild them. Activities logged in Raynet (calls, meetings) migrate as HubSpot engagements with original timestamps and owner links preserved. A delta-pickup window captures any Raynet records modified during the cutover window so HubSpot reflects Raynet's final state at go-live.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a RAYNET CRM object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
RAYNET CRM
Contact
HubSpot
Contact
1:1Raynet Contact maps to HubSpot Contact as a direct 1:1 object mapping. All standard contact fields (name, email, phone, address) map to HubSpot's built-in contact properties. Raynet's primary company association maps to HubSpot's primary company link. Original create and update timestamps are preserved as HubSpot custom datetime properties since HubSpot's native Createdate reflects the migration timestamp.
RAYNET CRM
Company
HubSpot
Company
1:1Raynet Company maps to HubSpot Company directly. Company name, domain/website, industry, employee count, and annual revenue map to HubSpot's equivalent built-in company properties. Raynet's parent-company hierarchy maps to HubSpot's parent company association on the Company object. Multi-company associations (Raynet N:N contact-company model) are surfaced as HubSpot secondary company associations.
RAYNET CRM
Deal
HubSpot
Deal
1:1Raynet Deal maps directly to HubSpot Deal. Deal name, amount, close date, and owner map to HubSpot's built-in deal properties. The original Raynet deal identifier is stored as a custom property (Raynet_Deal_ID__c) for traceability and delta-run de-duplication. Stage names are mapped using value-by-value stage mapping against HubSpot pipeline stages.
RAYNET CRM
Pipeline
HubSpot
Pipeline
1:1Raynet's pipeline concept maps directly to HubSpot's deal pipeline. Each Raynet pipeline maps to a corresponding HubSpot deal pipeline. If Raynet uses multiple pipelines, each becomes a separate HubSpot pipeline object. HubSpot Professional and above support multiple pipelines natively, so this mapping requires no additional licensing on the destination side.
RAYNET CRM
Pipeline Stage
HubSpot
Pipeline Stage
1:1Raynet pipeline stages map to HubSpot pipeline stages using per-pipeline value mapping. Stage names are mapped individually — if Raynet uses 'Proposal Sent' and HubSpot pipeline uses 'Presentation Scheduled', the mapping preserves the stage name as a custom field (Original_Stage__c) while routing the deal to the correct HubSpot stage. Stage-entered timestamps are preserved as HubSpot custom datetime fields.
RAYNET CRM
Deal Type
HubSpot
Deal (custom property)
1:1Raynet deal types (one per deal on Start, up to 5 on Professional, unlimited on Enterprise) have no native HubSpot equivalent. We create a HubSpot custom deal property called Deal_Type__c and migrate each Raynet deal type value as a HubSpot pick-list value. If a Raynet deal had multiple types, all are stored comma-separated in Deal_Type__c. This property is available for HubSpot reporting, workflows, and list segmentation after migration.
RAYNET CRM
Owner
HubSpot
User
1:1Raynet owner (sales rep assigned to contact, company, or deal) maps to HubSpot user by email match. We resolve each Raynet owner email against HubSpot's user list — matched users receive ownership automatically. Unmatched owners are flagged before migration runs; your team either creates a HubSpot user or assigns those records to a fallback owner before the migration commits.
RAYNET CRM
Activity (Call / Meeting / Note)
HubSpot
Engagement (call, meeting, note)
1:1Raynet activities — calls, meetings, and notes — map to HubSpot engagements. Call logs become HubSpot call engagements with original timestamps and owner links. Meetings become HubSpot meeting engagements with duration, attendees, and start/end times preserved. Notes become HubSpot notes attached to the relevant contact, company, or deal record. Original activity timestamps and owner assignments are preserved on each engagement record.
RAYNET CRM
Custom Property (per Raynet tier)
HubSpot
Custom Property
1:1Raynet custom properties from all tiers migrate as HubSpot custom properties. We create each property in HubSpot with the appropriate type — pick-list values become HubSpot pick-list properties, dates become datetime properties, and text fields become text properties. On Raynet Enterprise accounts with 500 custom fields, we map all 500 to HubSpot custom properties; all HubSpot paid tiers support unlimited custom properties so no tier constraint applies on the destination side.
RAYNET CRM
Attachment / File
HubSpot
File
1:1Raynet file attachments associated with contacts, companies, or deals are downloaded and re-uploaded to HubSpot Files. Files are re-attached to the corresponding HubSpot record. File size limits apply — HubSpot's import supports files up to the platform's file storage limits per account tier. Inline images in notes are downloaded, rehosted, and the note is updated with the new URL.
| RAYNET CRM | HubSpot | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Pipeline | Pipeline1:1 | Fully supported | |
| Pipeline Stage | Pipeline Stage1:1 | Fully supported | |
| Deal Type | Deal (custom property)1:1 | Fully supported | |
| Owner | User1:1 | Fully supported | |
| Activity (Call / Meeting / Note) | Engagement (call, meeting, note)1:1 | Fully supported | |
| Custom Property (per Raynet tier) | Custom Property1:1 | Fully supported | |
| Attachment / File | File1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
RAYNET CRM gotchas
Automation rules do not export or migrate
Pipeline stage count varies by plan tier
API call limits are capped and billed as an add-on
Pricing displayed inconsistently across aggregator sites
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Audit Raynet data structure and tier capabilities
We begin by querying Raynet's API to enumerate all active objects, custom field definitions, pipeline names, stage values, deal type configurations, and owner assignments. We cross-reference this against your Raynet plan tier (Start, Professional, or Enterprise) to identify which tier-gated features are in use — particularly custom field count, deal type count, and automation rule volume. This audit produces a Raynet data dictionary that drives every downstream mapping decision and forms the basis of the migration plan delivered before any data moves.
Map Raynet schema to HubSpot objects and custom properties
Using the Raynet data dictionary from the audit, we map every Raynet object and field to its HubSpot equivalent. Standard fields (name, email, phone, address) map directly. Custom Raynet fields are created as HubSpot custom properties with type-aware conversion. Deal types are assigned to the custom Deal_Type__c property. Pipeline names and stage values are mapped per-pipeline. Owner resolution rules (email-to-user matching) are configured. The field mapping spreadsheet is delivered for your review before any test migration runs.
Clean data and validate owner resolution
Before migration, we deduplicate Raynet contacts and companies — merging exact duplicates (same email) and surfacing near-duplicates for your team to resolve. We standardize phone number formats, address structures, and pick-list values across both platforms. Owner emails are matched against HubSpot's user list — any unmatched owners are flagged and assigned to a fallback HubSpot user or held for your team to create the HubSpot account first. This step prevents orphaned records and broken deal ownership at go-live.
Run a sample migration with field-level diff
A representative slice — typically 100–500 records spanning contacts, companies, deals across multiple pipelines, and a sample of custom fields — migrates to HubSpot first. We generate a field-level diff showing source values against destination values for every mapped field so you can verify deal type migration, stage mapping, custom property population, and owner assignment. You review the diff, flag any corrections, and we update the mapping before the full run commits. This step is included at every scope and is the primary validation checkpoint.
Execute full migration with delta-pickup window
The full migration runs against HubSpot's import API, respecting Raynet's API rate limits. A delta-pickup window of 24–48 hours captures any Raynet records modified or created during the cutover period. Each operation is logged in an audit trail. If reconciliation fails — a deal stage mapping is wrong, a custom property didn't create, an owner didn't resolve — one-click rollback reverts HubSpot to its pre-migration state so the correction can be made and the migration re-run. Go-live is declared only after your team confirms the delta records look correct.
Platform deep dives
RAYNET CRM
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across RAYNET CRM and HubSpot.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
RAYNET CRM: Not publicly documented; base limit expandable in 10,000-request/day blocks for $50/month.
Data volume sensitivity
RAYNET CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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