Helpdesk migration
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
Source
HubSpot Service Hub
Destination
Compatibility
10 of 12
objects map 1:1 between Stonly and HubSpot Service Hub.
Complexity
BStandard
Timeline
3-5 weeks
Overview
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.
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
Stonly platform overview
Scorecard, SWOT, gotchas, and pricing for Stonly.
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 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
HubSpot Service Hub
Knowledge Base Article
1:1Each 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
HubSpot Service Hub
Knowledge Base
1:1Stonly 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
HubSpot Service Hub
Knowledge Base Category
1:1Stonly 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
HubSpot Service Hub
Knowledge Base Article Assets
1:1Step-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
HubSpot Service Hub
HubSpot Conversations Widget
lossyThe 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
HubSpot Service Hub
HubSpot Workflow (documentation only)
1:1Stonly 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
HubSpot Service Hub
HubSpot Contact Properties
1:1Stonly 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
HubSpot Service Hub
HubSpot Contact Property Sets (documentation only)
1:1Stonly 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
HubSpot Service Hub
HubSpot AI Copilot (documentation only)
1:1Stonly 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
HubSpot Service Hub
CSV Export
1:1Stonly 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
HubSpot Service Hub
HubSpot Users
1:1Stonly 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
HubSpot Service Hub
HubSpot Documents (manual rebuild)
lossyPDF 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.
| Stonly | HubSpot Service Hub | Compatibility | |
|---|---|---|---|
| Guide | Knowledge Base Article1:1 | Fully supported | |
| Knowledge Base | Knowledge Base1:1 | Fully supported | |
| Guide Category | Knowledge Base Category1:1 | Fully supported | |
| Guide Media Attachments | Knowledge Base Article Assets1:1 | Fully supported | |
| Stonly Widget | HubSpot Conversations Widgetlossy | Mapping required | |
| Trigger | HubSpot Workflow (documentation only)1:1 | Fully supported | |
| User Properties | HubSpot Contact Properties1:1 | Fully supported | |
| User Events | HubSpot Contact Property Sets (documentation only)1:1 | Fully supported | |
| AI Answers | HubSpot AI Copilot (documentation only)1:1 | Mapping required | |
| Analytics / Insights | CSV Export1:1 | Mapping required | |
| Team Members and Roles | HubSpot Users1:1 | Mapping required | |
| PDF Exports | HubSpot Documents (manual rebuild)lossy | Mapping required |
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.
Stonly gotchas
Billable guide view counting counts each session, not each unique user
Guide branching tree structures require re-authoring in most destinations
PDF exports are plan-gated and not available on all tiers
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 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.
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.
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.
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.
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.
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
Stonly
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 Stonly 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
Stonly: Not publicly documented.
Data volume sensitivity
Stonly 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
Answers to the questions buyers ask most during Stonly to HubSpot Service Hub migration scoping. Not seeing yours? Book a call.
Walk through your Stonly to HubSpot Service Hub migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Stonly
Other ways to arrive at HubSpot Service Hub
Same-Helpdesk migrations
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.