Migrate from Service In Sync to HubSpot

Service In Sync clients map to HubSpot contacts. Client name splits into FirstName and LastName where available; otherwise the full name lands in LastName with FirstName blank. Email, phone, and address properties map directly. Client records without email become contacts with an email custom property flag for deduplication review.

Service In Sync companies (when a client is a business account) map to HubSpot companies. Company name, domain/website, industry, and address fields map directly. Parent-child company hierarchies in Service In Sync map to HubSpot's parent company association. Multi-client companies in Service In Sync link to the primary Company record in HubSpot.

Service In Sync jobs require a custom Job object in HubSpot (Enterprise tier). Job type, status (scheduled, in-progress, completed, cancelled), assigned technician, service address, and scheduled date migrate as custom properties on the Job object. Jobs link to the client Contact and company Company via association labels. Original job create date preserved as a custom datetime property.

Service In Sync estimates transform into HubSpot deals. The estimate name becomes the deal name, total amount becomes the deal amount, and close date maps from the estimate expiry date. Approval status (pending, approved, rejected) becomes a custom pick-list property. Estimate line items become HubSpot Products associated with the deal. A custom Estimate_Number__c property preserves the source system reference.

Service In Sync appointments migrate to HubSpot meetings. Subject, start time, end time, assigned technician (mapped to HubSpot owner), and location (service address) preserve directly. Appointment status in Service In Sync (confirmed, cancelled, no-show) becomes a custom pick-list property on the HubSpot meeting record. Recurring appointment patterns are documented for manual rebuild in HubSpot's scheduling tools.

Service In Sync payment records migrate as custom properties on the associated HubSpot deal: payment_status__c (pending, paid, partially paid, refunded), payment_date__c, payment_method__c, and amount_paid__c. The original payment ID is stored as Source_System_Payment_ID__c for reconciliation. Payment history linked to a job without a deal creates a deal from the associated estimate first.

Service In Sync review records (Google, Yelp, Facebook reviews generated by the review booster) require a custom Review object in HubSpot. Review date, rating (1–5 stars), platform (Google, Yelp, Facebook), review text, and response status migrate as custom properties. Reviews associate to the originating Contact so the customer record shows review history. Response text migrates to a HubSpot engagement note.

Service In Sync notes and customer communications migrate to HubSpot engagement notes on the contact timeline. Original timestamps and note authors (mapped to HubSpot owners by email) preserve. Rich-text formatting in notes is converted to plain text with line breaks maintained. Notes linked to a specific job include the job reference ID in the note body.

Service In Sync technician and staff records resolve to HubSpot users by email match. Unmatched technicians are flagged before migration — your team either creates HubSpot user accounts first or assigns records to a fallback owner. Active/inactive status in Service In Sync maps to HubSpot user active flag. Technician specializations migrate as a custom multi-select property on the HubSpot user record.

Service In Sync service types (e.g., HVAC repair, electrical, plumbing) are not native HubSpot properties. They migrate as a custom pick-list property (Service_Type__c) on both the Job custom object and the Deal. The value list is mapped value-by-value from Service In Sync's taxonomy. New service types discovered during migration are flagged for HubSpot admin review before the full run.

Service In Sync tracks job status transitions with timestamps. Each transition (Created, Scheduled, In Progress, Completed, Invoiced) migrates as a separate engagement note on the Job record with a custom Status_Change__c property marking the new status and a custom Status_Changed_At__c datetime preserving the original timestamp. This gives HubSpot users a complete job history without relying on HubSpot's native activity log for custom objects.

Service In Sync file attachments (photos, signed documents, invoices) linked to jobs or estimates re-upload to HubSpot Files and associate to the corresponding record. File size limits (HubSpot caps at 250MB per file) are enforced during migration — files exceeding the limit are flagged for manual download. Inline images in notes are extracted and rehosted as HubSpot file attachments.