Migrate from Systeme IO to HubSpot

Direct 1:1 map. systeme.io contact properties migrate as HubSpot contact properties. Email, name, phone, address, and custom properties carry over directly. Tags become HubSpot list memberships or a custom multi-value property. We also map the original contact creation timestamp to Original_Create_Date__c, and assign each contact an owner based on systeme.io user email if present.

systeme.io does not have a separate lead object. We use a lifecycle signal — if the contact has ever purchased or enrolled in a product, they land as HubSpot Contact. Contacts without purchase activity can optionally route to HubSpot Lead based on your HubSpot setup. We surface this as a migration planning decision before the run.

Direct 1:1 map. systeme.io companies with domain, industry, and employee data migrate to HubSpot Companies. Contact-to-company associations preserved as primary company link plus additional associated companies on the contact record. We preserve the original company creation date as Original_Company_Create_Date__c, map industry picklist values, and flag any duplicate domain entries for HubSpot admin review.

Each systeme.io pipeline becomes a HubSpot Pipeline. Deal stage names map to HubSpot deal stage names via a value-mapping table. Stage probability re-applied from HubSpot's stage configuration. Original stage-entered timestamps preserved as custom datetime fields on the deal record. Owner assignments are carried over based on owner email match, and any unmatched owners are flagged for manual assignment before the run.

systeme.io tags are dynamic and applied via automation. HubSpot Lists are static snapshots. We map tags to HubSpot list memberships (for segment-based campaigns) and also as a custom contact property (Tag_List__c) preserving the full tag string so you can rebuild dynamic segmentation in HubSpot workflows.

systeme.io products map directly to HubSpot Products. Price and billing frequency migrate to HubSpot product pricing. For products with multiple billing tiers, we create separate HubSpot products or use product variants if your HubSpot plan supports them. We also ensure product SKU is stored in the hs_sku field for inventory integration.

systeme.io transactions have no direct HubSpot equivalent. We create Line Items linked to Deals, preserving amount, currency, payment status, and coupon codes as custom properties. Transaction ID stored as an external reference for reconciliation. The line item also records the original transaction date as Original_Transaction_Date__c for historical timeline accuracy.

systeme.io automation sequences run on systeme.io's workflow engine with tag triggers and email actions. HubSpot's automation model uses workflows with enrollment criteria, branching, and action nodes. We export your automation definitions as a JSON reference document for rebuild in HubSpot's workflow builder.

systeme.io funnels and landing pages are systeme.io-hosted assets with no HubSpot equivalent. We do not migrate pages. Your funnel URLs and page content should be archived or rebuilt in HubSpot's landing page builder or your web stack. We preserve funnel names as a custom field on migrated deals for attribution reference.

systeme.io email campaigns with templates, subject lines, and send history have no HubSpot equivalent for migration. Email templates from systeme.io can be exported as HTML and rebuilt in HubSpot's email tool. Send history (open/click logs) are not transferred; HubSpot starts fresh tracking from the migration date.

systeme.io contact custom properties map to HubSpot custom contact properties. Field type determines mapping: text to single-line text, number to number, date to date, and picklist to HubSpot dropdown. We create the destination property in HubSpot before the migration run.

systeme.io deal custom properties migrate to HubSpot deal custom properties with type-aware mapping. Notes fields that contain formatting may require reformatting after import. We flag any custom deal properties that exceed HubSpot's character limits for review before migration. We also verify field names for uniqueness and ensure they comply with HubSpot's naming conventions.

systeme.io course enrollments and community memberships map to custom contact properties (Course_Enrolled__c, Community_Member__c) with Yes/No or date values. Full course progress history is not preserved — enrollment status at migration time transfers as a snapshot. If a contact has multiple enrollments, each course name is stored as a separate entry in the property value list.

systeme.io affiliate links and commission history migrate as contact properties. Active affiliate status transfers as a boolean flag. Historical commission data transfers as a custom number field if available in the export. Full affiliate reporting must be rebuilt in HubSpot or a dedicated affiliate tool.

systeme.io user accounts matched to HubSpot users by email address. Unmatched owners flagged before migration — your team must create HubSpot user accounts for them or assign their records to a fallback owner. Owner assignment on migrated deals resolves to the matched HubSpot user.