Migrate from SYDLE ONE to HubSpot Service Hub

SYDLE ONE Contact records migrate 1:1 to HubSpot Contact. Standard fields (firstname, lastname, email, phone) map directly. Custom Contact properties in SYDLE ONE are read from the live instance schema before migration; each custom property is evaluated against HubSpot's standard property list and any unmapped custom fields are created as HubSpot custom properties before import. Lifecycle stage data from SYDLE ONE migrates as a custom contact property hs_original_lifecycle__c for audit since HubSpot's lifecycle model differs structurally.

SYDLE ONE Account/Company records migrate to HubSpot Company. The Account domain or website URL becomes the Company domain field used as the deduplication key during import. Account is imported before Contact so that the HubSpot Contact.associatedCompanyId lookup is satisfied at insert time. Custom Account properties follow the same schema-read-then-create pattern as Contacts.

SYDLE ONE Service Desk Tickets migrate to HubSpot Tickets. Ticket status values (Open, In Progress, Resolved, Closed) are mapped explicitly to HubSpot Ticket pipeline stages via a pre-built stage-mapping table. Ticket priority maps to HubSpot priority (LOW, MEDIUM, HIGH, URGENT). Agent assignments in SYDLE ONE resolve to HubSpot Owner by email match against the User table.

SYDLE ONE's Service Desk pipeline stages map to HubSpot Ticket Pipelines. If SYDLE ONE has multiple pipelines (per category or priority), each becomes a separate HubSpot Ticket Pipeline. Pipeline configuration is deployed to HubSpot before Ticket import begins so that the pipeline stages are available for status mapping.

SYDLE ONE ECM Documents migrate to HubSpot Files and Attachments. Each file is imported with its metadata (original filename, file size, owner, creation date) and re-associated to its parent record (Contact, Company, or Ticket) via a mapping table written during export. Documents attached to Processes without a direct CRM parent are flagged separately for the customer to route to a HubSpot object or to the Files tool with manual association.

SYDLE ONE BPMN Process definitions and their historical execution records do not migrate to HubSpot Service Hub because HubSpot has no BPMN engine and processes are a fundamentally different automation model. We export the process definitions as structured JSON as a reference document and flag which process IDs correspond to which Ticket or Document for the customer's admin to evaluate. The BPM data is preserved in the export archive for compliance.

SYBOX HR Recruitment (available on Planet and Star tiers) is a standalone ATS module with no direct HubSpot Service Hub equivalent. Candidate records, job openings, and application statuses are exported as structured JSON for the customer's admin to evaluate for import into a dedicated ATS (Greenhouse, Lever, Ashby) or a custom HubSpot custom object schema if the customer builds ATS functionality on top of HubSpot. SYBOX HR Recruitment does not migrate through standard HubSpot Service Hub object APIs.

SYBOX Agile Project Management is a project tracking module with no HubSpot Service Hub equivalent. Projects, sprints, task boards, and velocity data are exported as structured JSON. The customer's admin evaluates whether to migrate to a dedicated project management tool (Asana, Linear, Monday.com) or to HubSpot's custom objects configured as project records. Sprint velocity and burndown history require a separate export sequence to preserve historical data integrity.

SYDLE ONE Service Portal records and portal page configurations export as JSON structures. HubSpot Service Hub Professional and above include a native customer portal with ticket submission, knowledge base access, and conversation history. Portal routing rules that reference SYDLE ONE ticket and contact IDs require remapping during import. We export the portal configuration as JSON for the customer's admin to evaluate which portal elements map to HubSpot's native portal and which require rebuilding.

SYDLE ONE Chatbot flows built for WhatsApp, Facebook, Telegram, and other channels export as process-like JSON objects. HubSpot Service Hub Professional and above include native Chatbot functionality tied to the Conversations inbox. The flow logic requires manual reconstruction in HubSpot's Bot Builder. We export the chatbot definitions as structured JSON for the customer's admin to use as a reference spec during HubSpot chatbot rebuild.

SYBOX Billing (Planet/Star tier) covers contracts, orders, and payment records. Because billing objects reference Accounts and Contacts, migration sequencing places CRM objects before any billing migration. HubSpot Service Hub does not include a native billing or order management module. Billing data exports as structured JSON for evaluation against HubSpot custom objects, a dedicated billing tool integration, or an ERP connector.

SYDLE ONE Notes attached to any record type migrate to HubSpot Engagement Notes. Note body, creation timestamp, and owner migrate directly. The parent record reference (Contact, Company, Ticket) is resolved via the ID mapping table written during the Contacts and Companies phase.

SYDLE ONE task records migrate to HubSpot Tasks with Status, Priority, due date, and owner preserved. Task assignment resolves via the Owner email match to HubSpot User.

SYDLE ONE call records migrate to HubSpot Calls with call disposition, duration, and recording URL preserved as custom task properties. The call timeline in HubSpot is linked to the parent Contact or Company record via the ID mapping table.

SYDLE ONE email records migrate to HubSpot Emails linked to the parent Contact, Company, or Ticket. Email body, subject, timestamp, and sender/recipient addresses migrate directly. We resolve the parent record via the ID mapping table at migration time.

SYDLE ONE meeting records migrate to HubSpot Meetings with start/end time, location, and attendee list preserved. Attendee resolution uses the Contact email mapping table to link attendees to HubSpot Contacts.

SYDLE ONE custom objects (schema varies per tenant implementation) migrate to HubSpot custom objects of equivalent name. We read the live SYDLE ONE instance schema via the admin interface before building the field map, pre-create the destination HubSpot custom object schema including all custom fields and lookup relationships, and validate every custom property in the export has a corresponding destination field before import.

Tags applied to Contacts, Accounts, Tickets, and Processes migrate as HubSpot multi-select contact or ticket properties. We normalize tag names that contain special characters before importing to avoid HubSpot property validation errors. Tags used for content classification in SYDLE ONE ECM export as a structured JSON list for the customer's admin to route to HubSpot Topics or a custom tag object.