Helpdesk migration
Field-level mapping, validation, and rollback between Splashtop Remote Support and HubSpot Service Hub. We move data and schema; workflows are rebuilt natively in HubSpot Service Hub.
Splashtop Remote Support
Source
HubSpot Service Hub
Destination
Compatibility
4 of 12
objects map 1:1 between Splashtop Remote Support and HubSpot Service Hub.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Splashtop Remote Support to HubSpot Service Hub is a lateral-category migration: Splashtop manages remote endpoint access and technician sessions, while HubSpot Service Hub manages ticket queues, knowledge bases, and customer-facing support portals. The two systems have no native object symmetry, which means the migration centers on translating Splashtop's computer inventory and technician roster into HubSpot contacts, companies, and a custom endpoint object that gives support agents context when handling tickets. We resolve the API access constraint (Splashtop REST API requires Enterprise tier) by falling back to CSV export from the admin console when Enterprise access is unavailable. Session history, SOS request automation, and service desk channel configuration do not migrate because Splashtop does not expose these as standalone export artifacts and HubSpot Service Hub has no equivalent SOS-call model. We deliver a written inventory of open SOS requests requiring manual ticket creation and a permissions handoff CSV for the customer to reapply 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.
Source platform
Splashtop Remote Support platform overview
Scorecard, SWOT, gotchas, and pricing for Splashtop Remote Support.
Destination platform
HubSpot Service Hub platform overview
Scorecard, SWOT, gotchas, and pricing for HubSpot Service Hub.
Data migration guide
The complete HubSpot Service Hub migration guide
Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.
Destination checklist
HubSpot Service Hub migration checklist
Pre- and post-cutover tasks for moving onto HubSpot Service Hub.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Splashtop Remote Support object lands in HubSpot Service Hub, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Splashtop Remote Support
Computer
HubSpot Service Hub
Custom Object: Endpoint (endpoint_record)
1:1Splashtop Computer records (Computer Name, Group Name, Last Session Time, IP Address, Notes) map to a HubSpot custom object named Endpoint or endpoint_record that we provision during migration. Hostname maps to a text field, Group Name maps to a picklist or lookup to a HubSpot Team, Last Session Time maps to a datetime field for the support agent's reference. We create the custom object schema in HubSpot before any data import and map all standard Computer properties to typed HubSpot fields. Endpoint records are associated via a custom lookup to the HubSpot Company representing the client organization that owns the endpoint.
Splashtop Remote Support
Technician
HubSpot Service Hub
User
1:1Splashtop Technicians map directly to HubSpot User accounts. We resolve by email address match. Admin-role Technicians become HubSpot Super Admins; standard Technicians become HubSpot Agents with Service Hub seat permissions. Role names are preserved in a custom text field technician_role__c for audit. Any Splashtop Technician without an email match in the destination HubSpot portal goes to a reconciliation queue for the customer admin to provision before user-assigned records import.
Splashtop Remote Support
Computer Group
HubSpot Service Hub
Team
1:1Splashtop Computer Groups map to HubSpot Teams. HubSpot Teams control ticket assignment routing and user permission scoping. Group hierarchy (parent groups and subgroups) translates to a flat team structure in HubSpot; nested group relationships are documented in a parent_team__c reference field. We export Group assignments alongside the computer list CSV and reconstruct the group mapping during HubSpot team provisioning.
Splashtop Remote Support
Access Permissions CSV
HubSpot Service Hub
User + Team (inferred)
lossySplashtop Access Permissions define which Technicians can reach which Computers or Groups and at what role. Splashtop exports these as a CSV with user_id, computer_id, role, and status. We infer the role hierarchy (Admin vs Technician vs User) and use it to configure HubSpot User seat types and Team membership during provisioning. The original permission CSV is delivered as a handoff artifact for the customer to reapply post-migration since HubSpot's permission model does not have a direct endpoint-access permission concept.
Splashtop Remote Support
SOS Request
HubSpot Service Hub
Ticket (Case)
1:1Splashtop SOS Call generates attended support requests that can be routed to technicians or channels. Open SOS requests at migration time are converted to HubSpot Tickets with the original requester's contact information, subject line, and status preserved. We export the SOS request list from the Splashtop Service Desk console and create corresponding HubSpot Tickets during migration. Closed SOS requests do not migrate as historical tickets unless the customer explicitly scopes them; we flag this as a data-loss disclosure item during scoping.
Splashtop Remote Support
Service Desk Channel
HubSpot Service Hub
Ticket Pipeline
lossySplashtop Enterprise Service Desk Channels (SOS Call, invitation links, PIN codes, web form widgets) have no direct HubSpot equivalent. We map each active Splashtop channel to a HubSpot Ticket pipeline or a HubSpot Inbox conversation stream. Web form widget configurations are documented in a written channel inventory for the customer admin to rebuild using HubSpot Forms and the customer portal. Custom fields on Splashtop web forms map to HubSpot Ticket custom properties that we create before migration.
Splashtop Remote Support
Computer Details (IP, Hostname, Notes)
HubSpot Service Hub
Custom Fields on endpoint_record
lossySplashtop Computer properties including IP address, hostname, operating system, last logged-in user, and Notes text field map to custom fields on the Endpoint custom object in HubSpot. IP address maps as a text field (HubSpot does not support IP as a native field type). OS information maps to a picklist. These fields give HubSpot agents endpoint context when a support ticket references an affected device.
Splashtop Remote Support
Deployment Code
HubSpot Service Hub
Custom Field or Note (documented)
lossySplashtop Deployment Codes are account-scoped strings used to silently install the Splashtop Streamer on managed computers. These are Splashtop-specific and have no HubSpot analog. We preserve the deployment code CSV as a handoff artifact. The customer retains this data if Splashtop continues to run as a co-managed tool alongside HubSpot for remote access sessions that require in-app support beyond what HubSpot Tickets provide.
Splashtop Remote Support
RDP Profile (via Splashtop Connector)
HubSpot Service Hub
Custom Field or Note (documented)
lossySplashtop Connector supports importing and exporting RDP profiles as CSV with fields including Profile Name, Deploy Code, Enable Recording, and RDP-specific settings. We transfer the profile CSV as a handoff artifact. RDP connection profiles are Splashtop-specific; they have no native HubSpot equivalent and are documented for the customer's IT team to reapply if RDP-based remote access continues to be needed post-migration.
Splashtop Remote Support
User Access Role Definitions
HubSpot Service Hub
User Seat Type (Super Admin, Agent)
lossySplashtop role definitions (Admin, Technician, User with granular permission levels) are not exported as a standalone artifact. We infer role assignments from the Access Permissions CSV and the Technician list. Admin-tier Technicians are provisioned as HubSpot Super Admin or Service Hub Admin users; standard Technicians are provisioned as Service Hub Agents. We document the inferred role mapping in the migration handoff report for the customer's HubSpot admin to review and adjust seat types post-migration.
Splashtop Remote Support
Computer-count Billing Baseline
HubSpot Service Hub
Pre-migration Scope Record
lossySplashtop Remote Support is priced by the number of managed computers, not by user count. We capture the exact computer count from the Splashtop computer list export and API during discovery, validate it against the customer's current billing statement, and use it as the scoping baseline. This count drives migration scope pricing and is documented as a billing reference for the customer to adjust their Splashtop subscription tier post-migration if they reduce endpoint count.
Splashtop Remote Support
Session History
HubSpot Service Hub
Not migrated (no export available)
lossySplashtop does not expose session history (timestamps, duration, technician, endpoint, session notes) via its public API or admin console CSV export. Session logs are retained in the Splashtop web console but are not available as a standalone export artifact. We document this limitation explicitly and do not claim to migrate historical session data. If the customer requires session audit trails, they retain Splashtop access for session log review or export screenshots manually from the console. This is a pair-specific data-loss item disclosed during scoping before any migration begins.
| Splashtop Remote Support | HubSpot Service Hub | Compatibility | |
|---|---|---|---|
| Computer | Custom Object: Endpoint (endpoint_record)1:1 | Fully supported | |
| Technician | User1:1 | Fully supported | |
| Computer Group | Team1:1 | Fully supported | |
| Access Permissions CSV | User + Team (inferred)lossy | Fully supported | |
| SOS Request | Ticket (Case)1:1 | Fully supported | |
| Service Desk Channel | Ticket Pipelinelossy | Fully supported | |
| Computer Details (IP, Hostname, Notes) | Custom Fields on endpoint_recordlossy | Fully supported | |
| Deployment Code | Custom Field or Note (documented)lossy | Fully supported | |
| RDP Profile (via Splashtop Connector) | Custom Field or Note (documented)lossy | Fully supported | |
| User Access Role Definitions | User Seat Type (Super Admin, Agent)lossy | Mapping required | |
| Computer-count Billing Baseline | Pre-migration Scope Recordlossy | Fully supported | |
| Session History | Not migrated (no export available)lossy | Not 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.
Splashtop Remote Support gotchas
API access requires Splashtop Enterprise
Computer-count billing means scoping errors directly inflate costs
On-Prem and cloud versions have different API capabilities
Two-app architecture requires both Streamer and Business App to be migrated
HubSpot Service Hub gotchas
Rate limits throttle large migration API calls
Side conversations and Zendesk macros have no HubSpot equivalent
HubSpot stores ticket history as fragmented engagement objects
Custom Objects require Enterprise tier in HubSpot
Ticket pipeline stage probability values do not export cleanly
Pair-specific challenges
Migration approach
Discovery and Splashtop plan tier assessment
We audit the source Splashtop Remote Support portal to identify the plan tier (Basic, Plus, Premium, or Enterprise), determine API availability, and inventory all migratable objects: Computer count, Group hierarchy, Technician roster, Access Permissions CSV, open SOS requests, active Service Desk Channels, and any deployed RDP profiles. We also capture the computer-count billing baseline from the current Splashtop invoice for pricing validation. If the customer is on a non-Enterprise tier, we configure the extraction to use CSV exports from the admin console (Computers CSV, Technicians CSV, Access Permissions CSV) and confirm with the customer which Splashtop Service Desk features are in active use before scoping the migration.
HubSpot destination setup and schema design
We design the HubSpot Service Hub destination schema based on the customer's selected tier. On Professional or above, we create a custom Endpoint object with typed custom fields for hostname, IP address, OS, last session timestamp, and a lookup to the HubSpot Company representing the client organization. On Starter tier, we configure Computer data as notes on Company records with a standardized naming convention. We map Splashtop Groups to HubSpot Teams and Splashtop Technicians to HubSpot Users with appropriate seat types. If the customer is adopting HubSpot Service Hub alongside existing HubSpot Sales or Marketing Hubs, we verify that the contact and company records are consistent across hubs before migration begins.
Sandbox migration and mapping validation
We run a full migration into a HubSpot Sandbox (Service Hub Professional or Enterprise sandbox based on the customer's tier) using production-like data volume. The customer's Service Hub admin reconciles record counts (Users in, Companies in, Endpoint records in, open Tickets in), spot-checks 25-50 random endpoint records against the Splashtop source data, and validates that SOS requests were converted to Tickets with correct contact association. Any field mapping corrections and custom field type adjustments happen in the sandbox before production migration begins. We do not run production migration until sandbox sign-off is received from the customer's Service Hub admin.
User provisioning and permission reconciliation
We extract every distinct Splashtop Technician from the roster and match by email against the HubSpot destination portal's User table. Technicians without matching HubSpot users go to a reconciliation queue. The customer's HubSpot admin provisions any missing users and assigns Service Hub seat types (Agent, Supervisor, Super Admin). Access Permissions from Splashtop are preserved in a permission_reconciliation.csv that maps each technician's access scope to their HubSpot Team membership and role. The customer reviews and approves the permission mapping before final migration. This step gates the record import because HubSpot Ticket assignments require a valid OwnerId.
Endpoint and SOS request migration in dependency order
We run production migration in record-dependency order: HubSpot Users (provisioned and validated in Step 4), Companies (from Splashtop Computer Group organizations if applicable), Endpoint custom object records (from Splashtop Computers with custom field resolution), open SOS Requests (converted to HubSpot Tickets linked to the originating Contact and Endpoint record). Each phase emits a row-count reconciliation report before the next phase begins. SOS request conversion is a manual step within this phase: we export the open SOS list from Splashtop and create corresponding HubSpot Tickets with subject, requester, and status fields preserved. Closed SOS requests are scoped as data-loss items unless explicitly included by the customer.
Cutover, session history disclosure, and channel rebuild handoff
We coordinate a cutover window during which no new Splashtop SOS requests are accepted and the endpoint inventory is confirmed as migrated. We deliver the written channel inventory document mapping each active Splashtop Service Desk Channel to its HubSpot Inbox or portal equivalent with configuration steps. We deliver the Access Permissions reconciliation CSV and the Deployment Code/RDP profile handoff CSVs. We do not rebuild Splashtop SOS routing automations as HubSpot Workflows; the channel rebuild document provides the configuration guide for the customer's HubSpot admin. Session history data loss is formally documented as a pair-specific disclosure item with the Splashtop console recommended as the ongoing audit trail source. We support a one-week hypercare window for reconciliation issues.
Platform deep dives
Splashtop Remote Support
Source
Strengths
Weaknesses
HubSpot Service Hub
Destination
Strengths
Weaknesses
Complexity grading
Standard Helpdesk migration. 2 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Splashtop Remote Support and HubSpot Service Hub.
Object compatibility
2 of 7 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
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Splashtop Remote Support: 200 calls per minute per deployment (Splashtop On-Prem); cloud Enterprise tier rate limits are not publicly documented.
Data volume sensitivity
Splashtop Remote Support exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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