CRM migration
Field-level mapping, validation, and rollback between Striven and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Striven
Source
HubSpot
Destination
Compatibility
11 of 12
objects map 1:1 between Striven and HubSpot.
Complexity
BStandard
Timeline
48–72 hours
Overview
Striven is an all-in-one ERP and CRM platform where people exist as either Customers or Vendors within a unified object hierarchy, and transactional records live as Sales Orders with line items attached. HubSpot separates people into Contacts, organizations into Companies, and transactional records into Deals with separate Line Items — a fundamentally different relational model that requires careful translation during migration. FlitStack AI reads Striven data via its REST API using OAuth authentication, respecting plan-based rate limits (per-minute and daily caps by tier) and batching exports by dependency order: Customers and Vendors first, then Sales Orders and Line Items, then Projects and Tasks. We transform each record type to its HubSpot equivalent, create matching HubSpot custom properties for Striven type-level and global custom fields, and surface a Striven workflow export so your HubSpot admin can rebuild automation logic in HubSpot's workflow builder. Activities (notes, tasks) migrate as engagement records with original timestamps and owner links. The delta-pickup window (24–48 hours) captures any Striven records modified during cutover so HubSpot reflects Striven's final state at go-live. Audit logging and one-click rollback are included. Anything not migrated — workflows, automations, integrations, reports, and sharing rules — is documented for manual rebuild in HubSpot.
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 Striven 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.
Striven
Customer
HubSpot
Contact
1:1Striven Customer records map to HubSpot Contacts. All standard contact properties (name, email, phone, address) translate directly. The original Striven customer ID is stored as Source_System_ID__c for traceability and delta-run de-duplication. Customers associated with multiple companies in Striven need HubSpot company associations created after primary company linking.
Striven
Vendor
HubSpot
Company
1:1Striven Vendor records map to HubSpot Company records since HubSpot has no native vendor object. Vendor-specific fields (vendor code, payment terms) migrate as HubSpot custom properties on the Company record. Vendor contact persons attached to a Vendor in Striven become separate HubSpot Contacts associated with the Company.
Striven
Customer
HubSpot
Company
many:1When a Striven Customer record represents an organization (not an individual), we map it to a HubSpot Company and create a Contact from the same record linked to that Company. Individual-only Customers without company affiliation map directly to Contact with no company link in HubSpot.
Striven
Sales Order
HubSpot
Deal
1:1Striven Sales Orders become HubSpot Deals. The order number, fulfillment status, and payment terms from Striven migrate as HubSpot custom properties on the Deal. Each Sales Order maps to one Deal regardless of line-item count. The associated Customer or Vendor in Striven resolves to a Contact or Company in HubSpot and links to the Deal via standard HubSpot deal associations.
Striven
Sales Order Line Item
HubSpot
Line Item
1:1Each Striven Sales Order line item becomes a HubSpot Line Item. Line items are linked to their parent HubSpot Deal via the standard Line Item–Deal association. SKU, quantity, unit price, discount, and tax amounts from Striven map to their HubSpot Line Item equivalents. Products not pre-existing in HubSpot are created as product records during migration.
Striven
Project
HubSpot
Deal + Custom Properties
1:1Striven Projects map to HubSpot Deals with project-specific custom properties (project number, start date, end date, status, assigned project manager) stored as Deal custom properties. Project tasks attached to a Striven Project migrate as HubSpot Tasks or Notes on the associated Deal record. Projects without a linked customer or sales order in Striven are mapped to a placeholder Company record.
Striven
Task
HubSpot
Task / Note
1:1Striven Tasks migrate as HubSpot engagement records — Tasks when they carry an owner and due date, Notes when they are informational. Task priority (Low/Medium/High) and completion status are stored as HubSpot Task custom properties since HubSpot Tasks do not have a native priority field. Tasks linked to a specific Contact or Company in Striven preserve that association in HubSpot.
Striven
Note
HubSpot
Note (Engagement)
1:1Striven Notes migrate as HubSpot engagement Notes attached to the corresponding Contact or Company record. Note title maps to the HubSpot engagement subject; body maps to the note content. Original note creation timestamps are preserved as a custom datetime field on the engagement record.
Striven
Global Custom Field (any entity)
HubSpot
HubSpot Custom Property (entity-scoped)
1:1Striven global custom fields (visible across all records of a given entity type) are read from the API and created as matching HubSpot custom properties on the corresponding HubSpot object. Field data type is mapped: text to text, number to number, date to date, pick-list to pick-list. The custom property name in HubSpot uses a Striven_Field_Name__c format for traceability.
Striven
Type-Level Custom Field
HubSpot
HubSpot Custom Property (entity-scoped)
1:1Striven type-level custom fields are scoped to a specific entity subtype (for example, custom fields only visible on a specific Sales Order type). We create the matching HubSpot custom property on the Deal object and only populate values on Deals of the matching Striven type. The type context is preserved as a custom pick-list value on the Deal record.
Striven
Workflow
HubSpot
No equivalent
1:1Striven Workflows (task routing, email triggers, portal notification sequences) have no direct HubSpot equivalent and are not migrated. We export the full Striven workflow definitions (step sequence, conditions, actions, and recipients) as a JSON reference document for your HubSpot admin to rebuild using HubSpot's workflow and automation tools.
Striven
User / Owner
HubSpot
HubSpot User (owner resolution)
1:1Striven users are matched to HubSpot users by email address. Unmatched Striven owners are flagged before migration with a fallback assignment option (assign to a designated HubSpot admin or leave unassigned). Owner resolution runs before any record data is written to HubSpot so no record lands without a valid owner.
| Striven | HubSpot | Compatibility | |
|---|---|---|---|
| Customer | Contact1:1 | Fully supported | |
| Vendor | Company1:1 | Fully supported | |
| Customer | Companymany:1 | Fully supported | |
| Sales Order | Deal1:1 | Fully supported | |
| Sales Order Line Item | Line Item1:1 | Fully supported | |
| Project | Deal + Custom Properties1:1 | Fully supported | |
| Task | Task / Note1:1 | Fully supported | |
| Note | Note (Engagement)1:1 | Fully supported | |
| Global Custom Field (any entity) | HubSpot Custom Property (entity-scoped)1:1 | Fully supported | |
| Type-Level Custom Field | HubSpot Custom Property (entity-scoped)1:1 | Fully supported | |
| Workflow | No equivalent1:1 | Fully supported | |
| User / Owner | HubSpot User (owner resolution)1:1 | 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.
Striven gotchas
Accounting migration requires a strict five-object prerequisite chain
Workflows (Triggers and Actions) cannot be exported or migrated
Custom Fields have global vs. type-level scoping that affects migration mapping
API rate limits are undocumented and must be empirically determined
Convenience Fees and Discounts are tied to payment integration settings, not to invoice records
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 Striven data via API with rate-limit-aware batching
FlitStack AI connects to your Striven account via OAuth using the REST API. We export all relevant entity types in dependency order — Customers and Vendors first, then Sales Orders with Line Items, then Projects and Tasks — respecting the per-minute and daily rate limits that apply to your Striven plan tier. During export, we flag records with missing required fields, duplicate email addresses (which will create HubSpot contact duplicates), and any circular references between Vendor and Customer records. A pre-migration data quality report is delivered before any HubSpot schema is created.
Build HubSpot custom property schema to receive Striven fields
We create all custom HubSpot properties required for the migration: striven_customer_id__c and striven_vendor_id__c on Contact and Company; striven_order_id__c, striven_fulfillment_status__c, striven_due_date__c, striven_payment_terms__c, and striven_tax_amount__c on Deal; striven_sku__c and striven_line_tax__c on Line Item; and striven_task_priority__c and striven_completed_date__c on Task. Global and type-level Striven custom fields are created as matching HubSpot custom properties on the appropriate object. Pipeline names from Striven are mapped to HubSpot deal pipelines, with a setup plan delivered for your HubSpot admin to create the pipeline structure before data lands.
Resolve Striven users to HubSpot owners by email
All Striven user records are matched to HubSpot user accounts by email address. Any Striven owner whose email does not correspond to an active HubSpot user is flagged with a specific error before migration starts. Your team either invites the unmatched user to HubSpot first or assigns their records to a designated fallback owner. No record is written to HubSpot without a valid owner — this prevents orphaned records that would appear in reports without an assigned user.
Run sample migration with field-level diff on a representative slice
A representative slice of 100–500 records — spanning Customers, Vendors, Sales Orders, Line Items, and Tasks — migrates first. We generate a field-level diff comparing source values in Striven to destination values in HubSpot so you can verify that order numbers, fulfillment statuses, custom field values, and owner assignments are correct before the full run commits. This sample also validates that any Striven contacts with duplicate email addresses are handled according to your preferred de-duplication rule (merge, skip, or create as separate records).
Execute full migration with delta-pickup window and audit log
The full data migration runs after sample sign-off. All Customers and Vendors migrate first (resolving to HubSpot Contacts and Companies), followed by Sales Orders mapped to Deals with Line Items, then Projects and Tasks as engagement records. A delta-pickup window of 24–48 hours after the initial run captures any records created or modified in Striven during the cutover period. Every operation is logged to an audit trail. If reconciliation reveals unexpected gaps, one-click rollback reverts the HubSpot environment to its pre-migration state so the migration can be re-run with corrected mapping logic.
Platform deep dives
Striven
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 Striven 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
Striven: Not publicly documented — must be empirically calibrated.
Data volume sensitivity
Striven 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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