Migrate from Total Control Pro to HubSpot

Total Control Pro customer accounts map directly to HubSpot Company records. The company name, domain/website, billing address, and primary industry classification transfer as HubSpot Company properties. Multiple manufacturing-site addresses on a single customer collapse to the primary billing address in HubSpot.

Total Control Pro contacts map 1:1 to HubSpot Contacts. Each contact retains the email, phone, job title, and owner assignment from the source. Contacts without a valid email address are flagged before migration so your team can decide whether to import them as notes-only records.

Total Control Pro's link between customer account and contact records becomes HubSpot's native association between Company and Contact. Primary contact designation from Total Control Pro maps to the HubSpot primary-contact flag. Each linked contact can be set as the primary contact in HubSpot using the primary-contact property. If contacts are linked to a customer, HubSpot's association model lets you assign roles or departments, so teams see contacts for each account.

Total Control Pro sales orders become HubSpot Deals. Order number maps to Deal name or a custom deal_id field. Order status (Quoted, Confirmed, Dispatched, Invoiced, Closed Won, Closed Lost) maps to pipeline stages — each order status requires explicit stage mapping in the migration plan.

Total Control Pro order statuses are pick-list values that must map to HubSpot deal pipeline stages. Confirmed orders may map to 'Presentations' or 'Value Proposition' depending on your pipeline definition. We create a value-mapping table before migration and apply it consistently across all orders.

Total Control Pro items and product catalog entries map to HubSpot Products with SKU, name, description, and unit price preserved. BOM structures (multi-level bill of materials) do not migrate to HubSpot — manufacturing BOM data remains in Total Control Pro and is referenced by order number.

Order line items from Total Control Pro connect to HubSpot Products on the Deal record. Quantity and line-level discounts map as HubSpot deal line-item properties. If Total Control Pro tracks custom pricing per customer, that data transfers as a custom property on the Deal.

Total Control Pro custom fields attached to customer accounts — such as industry classification, VAT number, delivery-zone code, or certification data — migrate as HubSpot custom properties on the Company object. Each custom field requires a HubSpot custom property to be created before migration.

Manufacturing-specific order fields like production-reference number, dispatch method, or special-handling instructions migrate as HubSpot custom properties on the Deal. We flag any pick-list values that need their own HubSpot pick-list definition before migration. Each field maps to a HubSpot property, preserving its type. If field has a list of values, we create a HubSpot pick-list matching Total Control Pro options. Validation rules are documented for your HubSpot admin before migration.

Total Control Pro work orders, production schedules, BOM structures, and shop-floor operations have no CRM equivalent in HubSpot. These records are not migrated. The sales order number that triggered the work order is preserved on the HubSpot Deal for cross-referencing back to Total Control Pro.

Total Control Pro suppliers can be imported as HubSpot Company records with a custom 'Company Type' property set to 'Vendor' or 'Supplier' to distinguish them from customer accounts. Procurement contact information maps as HubSpot Contact records associated with the supplier Company.

Total Control Pro stock levels, inventory locations, and warehouse data do not map to HubSpot. Inventory is an operational ERP concern with no CRM equivalent. If you need stock-level visibility in HubSpot, this requires a separate integration built after migration.

Total Control Pro quotations that haven't converted to orders merge into the Deal record as an early pipeline stage. The quote total, valid-until date, and quoted line items migrate as Deal properties and line items. Accepted quotes transition to the next stage; declined quotes map to 'Closed Lost'.

Total Control Pro users assigned to orders, customers, or contacts are resolved by email match against HubSpot users. Unmatched owners are flagged before migration — your team either creates HubSpot user accounts for them first or assigns their records to a designated fallback owner.