CRM migration
Field-level mapping, validation, and rollback between The Real Estate Platform (REP) and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
The Real Estate Platform (REP)
Source
HubSpot
Destination
Compatibility
12 of 12
objects map 1:1 between The Real Estate Platform (REP) and HubSpot.
Complexity
CModerate
Timeline
48–72 hours
Overview
The Real Estate Platform (REP) by Phoenix Software stores leads, contacts, companies, deals, listings, transactions, commissions, and agent productivity data in a white-labeled, globally-configured schema. REP exposes a REST API but does not publish a public migration endpoint; FlitStack accesses your REP data via scoped API credentials, extracts all standard and custom fields, and maps each object into HubSpot's CRM schema. We migrate contacts (with lifecycle stage as a custom property), companies, deals with pipeline and stage, and any REP custom objects — all via HubSpot's v3 API in batched loads. Property listings and transaction records from REP map to HubSpot custom objects with a schema that your team approves before the full run. Automated buyer follow-up sequences and drip campaigns in REP are not migratable — we export the sequence definitions as a rebuild reference for HubSpot workflows. Agent and office hierarchies from REP map to HubSpot's owner structure and a custom Teams property. The migration uses read-only API access to your REP instance; your team continues working in REP during the cutover, and a 24–48 hour delta pickup captures any in-flight records before go-live.
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 The Real Estate Platform (REP) 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.
The Real Estate Platform (REP)
Contact (agent / lead / buyer)
HubSpot
Contact
1:1REP agents, leads, and buyers are all Contact records in REP. We map them directly to HubSpot Contacts, preserving first name, last name, email, phone, and address. REP role flags (agent, buyer, prospect) map to custom properties on the HubSpot Contact so your team can filter by role after migration.
The Real Estate Platform (REP)
Contact.leadstatus
HubSpot
Contact.lifecycle_stage
1:1REP lead status values (New Lead, Contacted, Qualified, etc.) map to HubSpot lifecycle stage values. Each REP status label is mapped to the closest HubSpot lifecycle stage; any labels without a HubSpot equivalent become a custom Contact property for reference and future reassignment.
The Real Estate Platform (REP)
Company
HubSpot
Company
1:1We map each REP Company directly to a HubSpot Company record, preserving the source name, domain, industry, annual revenue, and employee count in HubSpot's corresponding standard properties. The REP parent‑company hierarchy (parent_company_id) is transferred as a HubSpot parent Company association, establishing the correct corporate structure in the destination CRM.
The Real Estate Platform (REP)
Deal
HubSpot
Deal (Opportunity)
1:1REP Deals map directly to HubSpot Deals (which HubSpot internally calls Opportunities). Deal name, amount, close date, and owner map to standard HubSpot Deal fields. REP deal stages map value-by-value to HubSpot deal pipeline stages after your team confirms the target pipeline configuration in HubSpot.
The Real Estate Platform (REP)
Listing
HubSpot
Custom Object: Listing
1:1HubSpot has no native listing object. We create a HubSpot Custom Object named 'Listing' with a schema your team approves before migration — property address, listing status, asking price, property type, bedrooms, bathrooms, square footage, and listing agent. Each Listing is associated to the HubSpot Contact or Company that represents the seller.
The Real Estate Platform (REP)
Transaction
HubSpot
Deal.custom_fields (payout, commission, close type)
1:1REP Transaction records hold close amount, commission amount, commission rate, payout status, and close type (sale, lease, option). We pull these fields and append them as custom properties on the HubSpot Deal that represents the closed transaction, so the full financial picture is visible on one record.
The Real Estate Platform (REP)
Region + Office hierarchy
HubSpot
Owner.teams property + custom field
1:1REP's three-tier Region → Office → Agent hierarchy has no direct HubSpot equivalent. We map each REP region to a HubSpot custom Teams property value, each REP office to a sub-team or custom property, and assign each Contact's OwnerId to the corresponding HubSpot user. Your team defines the HubSpot teams structure before migration runs.
The Real Estate Platform (REP)
Activity: Call, Email, Meeting
HubSpot
Engagement (Timeline entries on Contact)
1:1REP call logs, emails, and meeting records map to HubSpot's engagement timeline on the Contact record. Original timestamps, activity type, and associated agent owner are preserved. The activity body or notes field migrates as a HubSpot engagement note with a reference to the parent Contact.
The Real Estate Platform (REP)
Note / Document attachment
HubSpot
HubSpot Files + engagement notes
1:1REP notes and document attachments migrate as HubSpot engagement notes and Files attached to the corresponding Contact, Company, or Deal record. File size limits from HubSpot apply (25MB per file); files exceeding this threshold are flagged before the full run so your team can decide whether to split or exclude them.
The Real Estate Platform (REP)
REP Custom Objects (if present)
HubSpot
HubSpot Custom Objects
1:1REP Enterprise instances with custom objects (property match history, referral tracking, etc.) map 1:1 to HubSpot Custom Objects. The migration plan surfaces the custom object schema from REP's API and your HubSpot admin defines the target custom object in HubSpot before data lands, ensuring associations resolve on first write.
The Real Estate Platform (REP)
Agent productivity metrics
HubSpot
Contact.custom_properties + HubSpot reports
1:1REP tracks agent productivity dashboards, response time, and lead-to-close ratios. These metrics do not map to a native HubSpot object — we create custom numeric properties on the Contact (agent) record for historical values and recommend rebuilding the live reporting dashboard in HubSpot's analytics or a connected BI tool.
The Real Estate Platform (REP)
Automated sequences and drip campaigns
HubSpot
N/A (not migratable)
1:1REP automated buyer follow-up sequences and drip campaigns are not exported via the REP API. FlitStack extracts the sequence configuration (step order, delay rules, content triggers) as a JSON reference document that your HubSpot admin uses to rebuild the logic in HubSpot workflow builder. This is a manual rebuild step, not a data migration.
| The Real Estate Platform (REP) | HubSpot | Compatibility | |
|---|---|---|---|
| Contact (agent / lead / buyer) | Contact1:1 | Fully supported | |
| Contact.leadstatus | Contact.lifecycle_stage1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Deal | Deal (Opportunity)1:1 | Fully supported | |
| Listing | Custom Object: Listing1:1 | Fully supported | |
| Transaction | Deal.custom_fields (payout, commission, close type)1:1 | Fully supported | |
| Region + Office hierarchy | Owner.teams property + custom field1:1 | Fully supported | |
| Activity: Call, Email, Meeting | Engagement (Timeline entries on Contact)1:1 | Fully supported | |
| Note / Document attachment | HubSpot Files + engagement notes1:1 | Fully supported | |
| REP Custom Objects (if present) | HubSpot Custom Objects1:1 | Fully supported | |
| Agent productivity metrics | Contact.custom_properties + HubSpot reports1:1 | Fully supported | |
| Automated sequences and drip campaigns | N/A (not migratable)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.
The Real Estate Platform (REP) gotchas
White-label customization creates non-portable schema
Marketing campaign drip state does not transfer
Mobile app offline data is not exportable
Syndication channel configurations do not export
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
Schema discovery and pre-migration audit
FlitStack connects to your REP instance via scoped API credentials and extracts the full object schema — standard objects (Contact, Company, Deal), custom objects (Listing, Transaction, any REP Enterprise custom objects), and field-level metadata including pick-list values, required flags, and association definitions. We simultaneously review your target HubSpot account's existing properties and custom object definitions. The output is a field-level mapping document showing every REP field, its HubSpot destination, the mapping type (direct, value-mapped, custom-field-required), and any unmapped fields that require a custom property creation plan. Your team reviews and approves the mapping document before any data moves.
Define HubSpot custom object schema for listings and transactions
If your REP instance uses the Listing or Transaction objects, FlitStack's team works with your HubSpot admin to define the custom object schema before migration runs. For Listings: we create the custom object in HubSpot, define properties (listing status, asking price, property type, bedrooms, bathrooms, square footage, listing agent), and set up the association to the Contact or Company that represents the seller. For Transactions: we create the custom financial properties on the HubSpot Deal object. Your HubSpot admin must have the appropriate permissions to create custom objects — this step cannot be completed by FlitStack on your behalf.
Owner and agent resolution
HubSpot requires every Contact, Company, and Deal to have an OwnerId. FlitStack resolves REP agent and office owner records by matching the REP owner email address to a HubSpot user. Any REP owner without a corresponding HubSpot user is flagged in the pre-migration audit — your team either creates the HubSpot user first or assigns those records to a designated fallback owner before the full migration run. This step prevents records from landing in HubSpot without an owner, which would make them invisible to your team in native HubSpot list views and reports.
Sample migration with field-level diff
Before the full run, FlitStack migrates a representative slice — typically 100–300 records covering contacts across all REP lead statuses, companies with parent hierarchies, deals across all REP pipelines and stages, a sample listing, and a sample transaction record. We generate a field-level diff comparing source values in REP to destination values in HubSpot for every mapped field. Your team reviews the diff and confirms that REP lead status → HubSpot lifecycle_stage values are correct, listing data landed in the custom object, transaction amounts appear on the correct Deal, and organizational hierarchy is represented in the custom region/office properties. No full migration run proceeds until your team signs off on the sample diff.
Full migration run with delta-pickup and rollback
The full migration loads all REP records into HubSpot following the approved mapping. A delta-pickup window of 24–48 hours after the initial load captures any records created or modified in REP during the cutover window. All operations are logged to an audit trail. If reconciliation reveals records missing or mapping errors exceeding your defined tolerance, FlitStack provides a one-click rollback that reverts the HubSpot account to its pre-migration state. After rollback is confirmed, your team can address the mapping issue and re-run the migration. Post-migration, your team rebuilds REP automated sequences using the sequence reference document FlitStack delivered alongside the data migration.
Platform deep dives
The Real Estate Platform (REP)
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 4 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across The Real Estate Platform (REP) and HubSpot.
Object compatibility
4 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
The Real Estate Platform (REP): Not publicly documented.
Data volume sensitivity
The Real Estate Platform (REP) 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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