Migrate from Simplero to HubSpot

Simplero contacts map directly to HubSpot contacts. Core fields such as email, first name, last name, phone, address, city, state, zip, and country transfer as HubSpot native properties. Any custom Simplero contact fields (text, number, date, picklist, or checkbox) are created as HubSpot custom contact properties during the migration setup phase, using the same field type and option values where applicable.

Simplero tags on contacts map to a HubSpot custom multi-select property for record‑level filtering and also generate HubSpot static lists by tag name. If a contact carries 10 tags, it will appear in 10 corresponding static lists, preserving the same segmentation behavior you relied on in Simplero for broadcast lists and campaign targeting.

Simplero products are converted into HubSpot Product records, preserving the original SKU, price, description, and product type. When a Simplero order references these products, HubSpot creates Line Items linked to Deals, forming a Product + Line Item pair that supports quantity discounts, bundled pricing, and multi‑product quoting in HubSpot Sales Hub.

Simplero orders with status (paid, pending, refunded) map to HubSpot Deals. The ordered products appear as Line Items on the Deal. Order date becomes Deal create date; payment status maps to a custom Deal property since HubSpot has no native payment-status field on Deals.

Simplero course enrollments (which courses a contact purchased or accessed) have no native HubSpot equivalent, so we migrate enrollment data as a custom multi‑select property on the HubSpot Contact record. This property lists course names, and we store each enrollment date in a companion custom date property. Your HubSpot admin can reference these properties in workflows for automated access management or completion tracking.

Simplero community membership status and join date are migrated as HubSpot custom contact properties, such as community_name and community_member_since. Since HubSpot lacks a native community membership object, access control for community features must be implemented through HubSpot workflow logic post‑migration. Your admin can use these custom properties to trigger enrollment emails, grant portal access, or update membership tiers based on property values.

Simplero custom fields of any type — text, number, date, picklist, or checkbox — are mapped to HubSpot custom contact properties with matching field types. For picklist fields, each source option is translated to the corresponding HubSpot option label; where options differ, a value‑by‑value mapping table is created. Multi‑select picklists become HubSpot multi‑select properties, preserving all selected values on the contact record.

Simplero flows (automations triggered by purchases, tag additions, enrollment events, or time delays) do not migrate directly to HubSpot. FlitStack exports your Simplero flow definitions as a reference PDF or JSON file, documenting trigger conditions, actions, and flow order. Your HubSpot admin can use this export to rebuild equivalent automations in HubSpot's workflow editor, adapting event‑based triggers to property changes, list memberships, or deal stage updates.

Simplero email broadcasts and sequences do not transfer to HubSpot because the platforms use different sequencing models. HubSpot sequences live in Sales Hub or Service Hub and rely on cadence steps, triggers, and timing that differ from Simplero's time‑based broadcasts. We export your Simplero sequence structure (order, timing, content) as a JSON file so your HubSpot admin can rebuild equivalent email sequences using HubSpot's sequence tool, preserving cadence and criteria.

Simplero users who own contacts or orders are matched to HubSpot users by their email address. If a Simplero owner does not have a HubSpot user, FlitStack flags the mismatch before migration and you can either create a new HubSpot user or reassign those records to an existing user. This ensures owner assignments are preserved and that your team can maintain accountability for contacts and deals after the migration.