Migrate from SuiteDash to HubSpot

Direct map. SuiteDash contact fields (name, email, phone, address, job title) map to HubSpot contact properties. Original create date preserved as a custom datetime field since HubSpot's Createdate is set at migration time. SuiteDash role assignment (Salesperson, Coordinator) stored as a custom contact property.

Direct map. SuiteDash company name, domain, industry, employee count, and annual revenue map to HubSpot company properties. SuiteDash parent-child company hierarchies map to HubSpot's parent company lookup. Public and Private custom field visibility scopes require separate HubSpot property configuration per field.

Direct map. SuiteDash deal name, amount, stage, probability, and close date map to HubSpot deal properties. SuiteDash deal stage names map to HubSpot pipeline stage names per pipeline. Won/Lost status in SuiteDash maps to HubSpot's dealwon and deallost stages. If multiple pipelines exist, each pipeline's stages are recreated with matching order and probability values. Deal associations to contacts and companies are preserved by re‑linking via the existing company and contact IDs.

One-to-one mapping. SuiteDash's pipeline concept maps directly to HubSpot's deal pipeline. Each SuiteDash pipeline creates a corresponding HubSpot deal pipeline. Stage order and probability values are preserved in HubSpot's pipeline configuration. The migration also records pipeline IDs for later reference and ensures that any custom stage labels are kept intact.

SuiteDash role assignments (Primary Contact, Salesperson, Coordinator) at the company level have no direct HubSpot equivalent. We store the role as a custom contact property (e.g., Company_Role__c) and map the assigned staff to HubSpot owners by email resolution. Primary Contact designation stored as a custom property.

SuiteDash CRM contact-level custom fields map to HubSpot contact custom properties. Field types (text, number, date, picklist) matched to HubSpot property types. Required fields flagged for HubSpot property creation before migration. We also verify that picklist values are migrated as HubSpot option sets and that date fields use the correct ISO format.

SuiteDash company Public custom fields map to HubSpot company custom properties visible to all users with company read access. Private visibility scope (visible only to primary contact) requires a custom solution — we flag these for HubSpot admin to configure restricted property access.

SuiteDash company Private custom fields (visible only to the primary contact) have no native HubSpot equivalent. We migrate these as restricted HubSpot company properties and document which records had Private field data for admin review post-migration. The restricted properties are marked with a custom flag for straightforward identification and future access configuration.

SuiteDash automations (workflow triggers, custom field updates, email sends, proposal-to-invoice conversion) do not migrate. We export the automation definitions as a structured reference document so your HubSpot admin can rebuild equivalent workflows in HubSpot's workflow builder. Each automation is captured with its trigger conditions, actions, and sequencing, and we include a mapping of SuiteDash field names to HubSpot property names to assist the rebuild process.

SuiteDash proposals and invoices are billing constructs with no HubSpot native equivalent. We migrate proposal and invoice line items as Deal line items or a custom object. Historical invoice amounts and statuses preserved for reference. This preserves the financial history and allows sales teams to review past pricing and payment terms within HubSpot.

Direct map where both objects exist. SuiteDash support ticket fields (subject, status, priority, assigned staff) map to HubSpot ticket properties. Original create date preserved as a custom datetime field. HubSpot's ticket pipelines offer similar stage-based workflow. Ticket priority levels are mapped to HubSpot's priority options, and any custom fields are migrated as contact or deal properties as appropriate.

SuiteDash projects and tasks map to a HubSpot custom object for Projects and HubSpot Tasks respectively. Project status, due dates, and assignments preserved. Task assignments resolved by owner email match to HubSpot users. The custom Projects object includes fields for budget, description, and related deals to maintain full context within HubSpot.

SuiteDash file attachments on contacts, companies, and deals re-upload to HubSpot Files and associated to the corresponding records. File size limits (HubSpot: 25MB per file) enforced. Inline images in notes downloaded and rehosted in HubSpot's file manager. All file metadata, such as original upload date and creator, is preserved in HubSpot's file properties.

SuiteDash staff members resolved by email to HubSpot users. Active/archived status mapped to HubSpot user active/inactive state. Staff role in SuiteDash (Admin, Salesperson, Coordinator) stored as a HubSpot user custom property for reference. The custom property is labeled Role__c and uses a picklist to match the original SuiteDash role values for consistent reporting.