Migrate from Simple Sales Tracking to HubSpot

Simple Sales Tracking stores persons as Contacts with name, email, phone, and address fields. HubSpot Contact is the direct equivalent. Email address is the primary lookup key for owner resolution during migration. We also map the original contact creation timestamp to a custom property to retain historical context. Additionally, any phone number formatting differences are normalized before import to ensure consistency across records.

Simple Sales Tracking Account maps directly to HubSpot Company. Company name, website, industry, and phone transfer as standard HubSpot company properties. Parent-child account hierarchies are not natively supported in Simple Sales Tracking but would map to HubSpot company associations if present.

Simple Sales Tracking Opportunity maps to HubSpot Deal. Deal name, amount, close date, stage, and owner transfer directly. HubSpot requires a primary company association per deal — we link the deal to the matched Company record using the opportunity's account reference.

Simple Sales Tracking Lead records route to HubSpot Contact with lifecycle_stage set to 'lead'. This preserves the record without splitting into HubSpot's separate Lead object, which is preferred for most migrations unless the team actively uses lead conversion workflows. If custom lead status values exist, we map them to corresponding HubSpot lifecycle stages during import, ensuring that downstream segmentation and automation reflect the original sales process.

Simple Sales Tracking Tasks migrate to HubSpot Tasks. Task subject, status, priority, due date, and associated record link (Contact, Account, or Opportunity) are preserved. HubSpot Tasks do not support native recurring task patterns — recurring tasks transfer as individual instances.

Simple Sales Tracking Appointments map to HubSpot Meetings. Start time, end time, location, subject, and associated record link transfer with original timestamps preserved. Meeting body or notes content maps to the HubSpot Meeting notes field. We also preserve any meeting description text as a separate property, and if the original appointment includes attendee information, we store it in a custom multi-email property for reference.

Simple Sales Tracking Notes migrate to HubSpot Notes. Note title and body text transfer as HubSpot note title and body. Notes are associated to the parent Contact, Company, or Deal record based on the source link. If a note contains multiple sections or attachments, we preserve the full text and store attachment URLs in a custom property, ensuring no context is lost during the transition.

Simple Sales Tracking custom fields attached to Contacts, Accounts, or Opportunities become HubSpot custom properties. We create the custom property in HubSpot with the matching field type before migration runs. Field type mapping: text to single-line text, number to number, date to date-time, picklist to single-option or multi-option.

Simple Sales Tracking lead sources (e.g., Website, Referral, Trade Show) map to HubSpot's standard hs_lead_source property. We build a value-by-value map for all source values present in the data. Any unmapped values are preserved as custom property notes. If a source value is missing, we flag it for review and assign a temporary placeholder until the team defines the mapping.

Simple Sales Tracking commission percentages and assignments have no HubSpot native equivalent. We migrate commission data as a custom number field on the relevant record type. Commission calculations and automation should be rebuilt using HubSpot's workflow builder or a connected commission app post-migration.

Simple Sales Tracking owners are resolved by email match against HubSpot users. If a Simple Sales Tracking owner email matches an existing HubSpot user, records are assigned to that user. Unmatched owners are flagged before migration so the team can either create HubSpot users or assign records to a fallback owner.