Helpdesk migration

Migrate from Stonly to HubSpot Service Hub

Field-level mapping, validation, and rollback between Stonly and HubSpot Service Hub. We move data and schema; workflows are rebuilt natively in HubSpot Service Hub.

Stonly logo

Stonly

Source

HubSpot Service Hub

Destination

HubSpot Service Hub logo

Compatibility

83%

10 of 12

objects map 1:1 between Stonly and HubSpot Service Hub.

Complexity

BStandard

Timeline

3-5 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Stonly and HubSpot Service Hub serve different layers of the support stack. Stonly is an interactive guide authoring platform built around branching step-by-step walks, knowledge-base organization, and user-property-based targeting. HubSpot Service Hub is a CRM-integrated helpdesk whose knowledge base uses flat article structures without native branching logic. We export Stonly's full guide content including step text, media, branching JSON, and targeting rules; we reconstruct that content as HubSpot knowledge base articles with a documented branching map for your content team to rebuild manually in HubSpot's article editor. The Stonly Widget embed (a site-side JavaScript snippet) is not exportable as a configuration file and must be replaced with HubSpot's Conversations inbox and help center widget. Analytics snapshots export as CSV at migration time. We do not migrate Stonly Triggers, AI Answers configurations, or guide delivery automations as functional code; we deliver a written inventory of these so your admin rebuilds them in HubSpot Workflows post-migration.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Stonly logo

Stonly

What's pushing teams away

  • The free and lower tiers impose hard limits on guide count and monthly views that small teams outgrow quickly, forcing an expensive jump to the next tier.
  • Pricing scales on monthly guide views, not seats — high-volume support organizations report that view-based billing becomes unpredictable as traffic grows.
  • The platform lacks documented SOC 2 compliance, which blocks enterprise security reviews in regulated industries despite SSO being available on Enterprise plans.
  • Advanced features like PDF export, automations, and AI Agents are gated behind Business or Enterprise tiers, making the true cost significantly higher than the Small Business sticker price.
  • Some reviewers find maintaining and updating guides requires more ongoing effort than initially expected, particularly as guide libraries grow in size.

Choosing

HubSpot Service Hub logo

HubSpot Service Hub

What's pulling them in

  • Unified CRM context means every support ticket links directly to the Contact and Company record without a separate integration
  • Free tier provides unlimited support seat access with basic ticketing and a shared inbox for small teams to validate fit before committing
  • Omnichannel routing consolidates email, live chat, Facebook Messenger, WhatsApp, and Instagram DM into one queue
  • Built-in customer success workspace gives health scores and portfolio views that other standalone helpdesks cannot match
  • AI-powered Breeze agent automates common resolutions and surfaces knowledge base articles without agent intervention

Object mapping

How Stonly objects map to HubSpot Service Hub

Each row shows how a Stonly 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.

Stonly

Guide

maps to

HubSpot Service Hub

Knowledge Base Article

1:1
Fully supported

Each Stonly Guide maps to a HubSpot Knowledge Base article. We export the full step text, media attachments, custom CSS, and variable configurations from the guide JSON. HubSpot articles use a flat section structure without native branching, so the branching decision tree is documented in a separate branching-map reference document that your content team uses to either create separate articles per path or restructure the walkthrough as a linear article. Guide title becomes article name, guide description becomes article summary, and step content populates article sections in order.

Stonly

Knowledge Base

maps to

HubSpot Service Hub

Knowledge Base

1:1
Fully supported

Stonly Knowledge Bases map to HubSpot Knowledge Bases. We export the full KB hierarchy including category names, descriptions, slug structure, ordering, and the assignment of which guides belong to which categories. HubSpot supports multiple knowledge bases only on Enterprise; Starter and Professional include one knowledge base per portal. If the customer has more than one Stonly KB and is on a non-Enterprise HubSpot plan, we recommend merging into a single KB with category-based separation or discuss a multi-portal strategy during scoping.

Stonly

Guide Category

maps to

HubSpot Service Hub

Knowledge Base Category

1:1
Fully supported

Stonly categories within a Knowledge Base map to HubSpot Knowledge Base categories. Category names, descriptions, ordering, and slug structure transfer directly. The category hierarchy depth in Stonly (up to three levels) maps to HubSpot's category and subcategory model.

Stonly

Guide Media Attachments

maps to

HubSpot Service Hub

Knowledge Base Article Assets

1:1
Fully supported

Step-level images, screenshots, and embedded videos from Stonly guides export as media files. We upload these to HubSpot's file manager and link them within the corresponding article sections. Video embeds transfer as URL-based video blocks if the destination is YouTube or Vimeo-hosted; native Stonly video hosting cannot be transferred and must be re-uploaded to a supported host.

Stonly

Stonly Widget

maps to

HubSpot Service Hub

HubSpot Conversations Widget

lossy
Mapping required

The Stonly Widget is a site-side JavaScript snippet that Stonly does not expose as a portable configuration file. It cannot be programmatically exported and reinstalled in HubSpot. We document the widget's current placement (URL paths, subdomain targeting) and deliver a configuration plan for HubSpot's Conversations inbox widget and help center embed, which your implementation team deploys post-migration. The document covers which pages should receive the HubSpot widget and how to configure routing to the migrated knowledge base.

Stonly

Trigger

maps to

HubSpot Service Hub

HubSpot Workflow (documentation only)

1:1
Fully supported

Stonly Triggers define when and to whom guides are shown based on URL, user property conditions, or user event conditions. HubSpot has no native Stonly-style guide delivery trigger. We export the full trigger rule set as structured data including the targeting criteria, guide assignment, and trigger conditions, and we deliver a written guide delivery rulebook. The customer's HubSpot admin maps these to HubSpot Workflows for ticket creation, email routing, or chatbot routing based on contact properties. No trigger automation is migrated as functional code.

Stonly

User Properties

maps to

HubSpot Service Hub

HubSpot Contact Properties

1:1
Fully supported

Stonly custom user properties (subscription level, account type, plan tier, next billing date) export as structured data with property names, data types, and value mappings. We create equivalent HubSpot Contact custom properties in the destination portal and import the property values against matching contacts. The Stonly property schema is preserved in our mapping manifest so the destination team knows exactly which HubSpot property each Stonly property maps to and can use them for personalization rules in HubSpot Workflows.

Stonly

User Events

maps to

HubSpot Service Hub

HubSpot Contact Property Sets (documentation only)

1:1
Fully supported

Stonly user events (purchased_product, created_ticket, logged_in, etc.) are tracked actions used for guide targeting. HubSpot does not have an equivalent user event stream for guide delivery. We export the event names, event schemas, and any event-based guide routing rules as a reference document. The customer's HubSpot admin uses this to configure HubSpot Workflow triggers on contact property changes if the same routing logic is needed post-migration.

Stonly

AI Answers

maps to

HubSpot Service Hub

HubSpot AI Copilot (documentation only)

1:1
Mapping required

Stonly AI Answers configurations (knowledge base scope, query routing, fallback behavior, and AI response settings) export as structured data. HubSpot AI Copilot in Service Hub Professional and above uses a different knowledge-base indexing model and does not accept Stonly AI Answer configurations as an import. We document the current AI Answer settings in a configuration reference so the customer's admin can configure HubSpot AI Copilot to cover the same query types from the migrated knowledge base articles.

Stonly

Analytics / Insights

maps to

HubSpot Service Hub

CSV Export

1:1
Mapping required

Stonly provides full-path analytics including guide completion rates, step-level drop-offs, and usage trends. We export analytics snapshots as CSV at the time of migration. Historical Stonly analytics cannot be re-imported into HubSpot Service Hub as native reporting data because HubSpot does not support external analytics ingestion at the article level. The CSV export preserves the data for reference and for re-upload into a third-party analytics or BI tool if the customer maintains one.

Stonly

Team Members and Roles

maps to

HubSpot Service Hub

HubSpot Users

1:1
Mapping required

Stonly team members (Admin, Editor, Viewer roles) with their email addresses, names, KB-level permissions, and role assignments export as CSV. We resolve each Stonly team member by email against the HubSpot destination portal's user list. Role names differ between platforms: Stonly Admin and Editor map to HubSpot Super Admin or Standard user roles with content creation permissions; Viewer maps to HubSpot user with read-only access. Permissions are documented in our mapping manifest for your HubSpot admin to assign post-migration.

Stonly

PDF Exports

maps to

HubSpot Service Hub

HubSpot Documents (manual rebuild)

lossy
Mapping required

PDF export is available only on Stonly Business and Enterprise plans. If the customer used Stonly guide-to-PDF export as their primary external documentation format, we confirm this gap during scoping. HubSpot does not natively generate PDFs from knowledge base articles. We recommend exporting the Stonly guides as PDF before migration (if on a qualifying plan) and storing them externally, or rebuilding PDF generation using a third-party integration like PrintFriendly,_pdfcrowd, or a custom document generation flow post-migration.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Stonly logo

Stonly gotchas

High

Billable guide view counting counts each session, not each unique user

Medium

Guide branching tree structures require re-authoring in most destinations

Medium

PDF exports are plan-gated and not available on all tiers

HubSpot Service Hub logo

HubSpot Service Hub gotchas

High

Rate limits throttle large migration API calls

High

Side conversations and Zendesk macros have no HubSpot equivalent

High

HubSpot stores ticket history as fragmented engagement objects

Medium

Custom Objects require Enterprise tier in HubSpot

Medium

Ticket pipeline stage probability values do not export cleanly

Pair-specific challenges

  • Guide branching trees require manual re-authoring in HubSpot

    Stonly guides use a proprietary branching logic model where each step can split into multiple paths based on user choices. We export step content and the full branching tree as structured JSON, but HubSpot's knowledge base articles do not natively support Stonly's decision-tree format. Your content team must recreate branching logic either as separate linear articles linked by navigation or by restructuring the walkthrough as a single linear article. We provide a precise branching-map reference document listing every decision node, path, and step text so re-authoring is a guided process, not a reverse-engineering task. This step cannot be automated.

  • Stonly Widget embed is not exportable as a configuration file

    The Stonly Widget is deployed as a site-side JavaScript snippet that Stonly does not expose as an exportable configuration. There is no way to programmatically extract the widget settings and reinstall them in HubSpot. We document the current widget deployment scope (which URLs, which KBs, which targeting rules are active) in a widget configuration reference. Your implementation team then deploys HubSpot's Conversations widget and help center embed as the replacement. Plan for this as a separate deployment task post-migration.

  • Stonly Triggers and AI Answers have no functional equivalent in HubSpot

    Stonly's trigger-based guide delivery (showing specific guides based on URL, user properties, or user events) has no direct HubSpot equivalent. HubSpot's Workflows can trigger on contact property changes but cannot deliver specific knowledge base articles to specific user segments without chatbot or inbox routing configuration. Stonly AI Answers similarly do not migrate to HubSpot AI Copilot. We deliver written inventories of both so your admin has a complete reference for rebuilding, but we do not migrate them as code or automation.

  • Stonly analytics cannot be re-imported into HubSpot native reporting

    HubSpot Service Hub does not accept external analytics data for knowledge base articles. We export a full analytics CSV snapshot at migration time (guide completion rates, step-level drop-offs, usage trends, top guides by view count), but this data remains in CSV format for reference. Guide view counts from Stonly are not transferable to HubSpot article view metrics. The customer should capture a final Stonly analytics export before the migration cutover date and store it alongside the migration manifest.

  • PDF exports need external handling if they are your primary documentation format

    Guide-to-PDF export is gated behind Stonly Business and Enterprise plans. If your team used Stonly PDF exports to distribute support documentation externally, you must either capture those PDFs before migration (if you are on a qualifying plan) or plan to recreate PDF generation using an external tool post-migration. HubSpot has no native knowledge-base-to-PDF export feature. We confirm your PDF usage during scoping and flag whether any guides used for external documentation require pre-migration PDF capture.

Migration approach

Six steps for a successful Stonly to HubSpot Service Hub data migration

  1. Discovery and guide library audit

    We audit the source Stonly portal across knowledge base count, guide count, category hierarchy depth, branching tree complexity (number of decision nodes per guide), custom property schema, trigger rule inventory, team member roles, and analytics export. We confirm the customer's current Stonly plan tier, identify which guides used PDF export, and assess which AI Answer configurations require documentation. The discovery output is a written migration scope, a guide-by-guide complexity rating, and a list of any Stonly features that cannot migrate as functional code and will be documented instead.

  2. Content export and branching map generation

    We run a full export of all Stonly guides, knowledge base hierarchies, categories, guide metadata (author, dates, status), media attachments, and user property schemas. For each guide with branching logic, we parse the step tree and generate a branching-map document showing every decision node, step text, branch path, and the complete logical flow. This document is the primary reference your content team uses to re-author branching guides in HubSpot. We export analytics snapshots as CSV and package all media files for re-upload to HubSpot's file manager.

  3. HubSpot knowledge base configuration

    We configure the destination HubSpot Service Hub knowledge base before content migration. This includes provisioning the knowledge base structure (categories and subcategories matching the Stonly hierarchy), setting article permissions, enabling language variants if the content is multilingual, and configuring the Conversations inbox widget settings based on the widget configuration reference we documented in discovery. We also create the custom Contact properties matching the Stonly user property schema so that targeting data can be imported against HubSpot contacts.

  4. Content migration and article creation

    We migrate Stonly guides into HubSpot knowledge base articles in dependency order: categories first, then articles, then media attachments linked within article sections. Linear guides migrate as single articles with sections corresponding to steps. Branching guides migrate as separate articles (one per path) with cross-links in the branching-map document indicating the full walkthrough. Any Stonly guides that were in draft status migrate as draft articles in HubSpot for your content team to review before publishing.

  5. Contact property import and targeting documentation delivery

    We import Stonly user property values against matching HubSpot contacts by email. We deliver the complete targeting rulebook and AI Answers configuration reference as structured documents. The trigger rulebook maps each Stonly trigger condition to a recommended HubSpot Workflow trigger so your admin can rebuild guide-delivery logic as ticket routing, email sequences, or chatbot rules. We do not create HubSpot Workflows inside the migration scope; we hand off the documentation for your admin to implement post-migration.

  6. Cutover, validation, and handoff

    We freeze Stonly writes during cutover, run a final delta export of any guides or content modified during the migration window, and validate article counts, category structure, media linkage, and contact property completeness in HubSpot. We deliver the full migration manifest including the branching-map documents, targeting rulebook, AI Answers reference, analytics CSV, and team member role mapping. We support a one-week post-cutover window to resolve any data issues raised during the first review cycle.

Platform deep dives

Context on both ends of the pair

Stonly logo

Stonly

Source

Strengths

  • Branching logic guides deliver context-specific support content that reduces ticket volume by showing only relevant steps.
  • No-code guide builder allows non-technical content teams to author and publish without developer involvement.
  • Deep integrations with Zendesk, Intercom, Freshdesk, and Front surface guides directly inside existing agent workflows.
  • Strong multilingual support with multiple languages per guide and per knowledge base out of the box.
  • View-based pricing model is predictable for low-to-medium traffic support organizations.

Weaknesses

  • Hard limits on lower tiers (5 guides, 400 views on free) force upgrades quickly as teams grow.
  • PDF export is gated behind Business and Enterprise, making external documentation workflows expensive.
  • No documented SOC 2 compliance blocks enterprise security reviews in regulated industries.
  • Widget must be deployed as a site-side JavaScript snippet that is not exportable as a configuration file.
  • Analytics are Stonly-native and cannot be programmatically re-imported into most alternative platforms.
HubSpot Service Hub logo

HubSpot Service Hub

Destination

Strengths

  • Unified CRM object model means support context is always linked to sales and marketing data
  • Generous free tier with unlimited tickets and a shared inbox for small teams
  • Omnichannel inbox consolidates email, live chat, and major messaging platforms natively
  • Customer Success Workspace provides portfolio-level health scores without a separate tool
  • AI agent (Breeze) handles Tier-1 resolutions and knowledge base deflection automatically

Weaknesses

  • Per-seat pricing with mandatory onboarding fees inflates year-one cost significantly
  • Ticket history stored as fragmented engagement objects across APIs complicates export and migration
  • Custom Objects locked behind Enterprise tier limits portability for mid-market teams
  • Help desk depth—routing rules, SLA management, advanced reporting—trails dedicated tools like Zendesk
  • Setup and configuration requires real time investment; out-of-box defaults rarely fit existing workflows

Complexity grading

How hard is this migration?

Standard Helpdesk migration. 2 of 7 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Stonly and HubSpot Service Hub.

  • Object compatibility

    B

    2 of 7 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    7-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Stonly: Not publicly documented.

  • Data volume sensitivity

    B

    Stonly doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Stonly to HubSpot Service Hub migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Stonly to HubSpot Service Hub data migrations

Answers to the questions buyers ask most during Stonly to HubSpot Service Hub migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Book a free 30 minute consultation

Most migrations land between three and five weeks for guide libraries under 100 guides with a single knowledge base and straightforward category hierarchy. Migrations with large guide libraries (300+ guides), multilingual content across multiple knowledge bases, complex branching tree structures, or a large custom property schema move to eight to twelve weeks because of content export validation, branching-map documentation, and knowledge-base article reconstruction in HubSpot.

Adjacent paths

Related migrations to explore

Ready when you are

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