Helpdesk migration

Migrate from Tikit.Info to HubSpot Service Hub

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

Tikit.Info logo

Tikit.Info

Source

HubSpot Service Hub

Destination

HubSpot Service Hub logo

Compatibility

75%

9 of 12

objects map 1:1 between Tikit.Info and HubSpot Service Hub.

Complexity

BStandard

Timeline

3-5 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from Tikit.Info to HubSpot Service Hub is a cross-ecosystem migration: Tikit is a Microsoft Teams-native ITSM platform built by Cireson that sources user identity from Entra ID and lacks a public REST API, while HubSpot Service Hub is a customer-service platform with a documented REST API and per-seat pricing. We coordinate with Cireson to extract ticket records, requester data, agent rosters, knowledge base articles, and attachment URLs through whatever export mechanism Tikit's current version supports. We resolve Entra UPNs against HubSpot contacts and users, map Tikit's department and team structure to HubSpot's user groups and team management, and flag SLA policies and Configuration Items as manual-rebuild items because HubSpot Service Hub stores SLA definitions as business hours rules and CI relationships as custom ticket properties rather than as first-class objects. We do not migrate Cireson Power Automate flows, Teams-based ticket creation rules, or department-specific workflow routing; we deliver a written inventory of these for your admin to rebuild in HubSpot Service Hub.

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

Tikit.Info logo

Tikit.Info

What's pushing teams away

  • Some users report missing features relative to mature ITSM platforms, with the product roadmap not yet covering all enterprise ITIL use cases.
  • The deep Microsoft dependency means organizations outside the Microsoft ecosystem face integration challenges when Tikit is the chosen ticketing system.
  • Smaller teams may find the per-agent pricing model expensive as headcount grows, prompting migration to platforms with per-request or free tiers.

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 Tikit.Info objects map to HubSpot Service Hub

Each row shows how a Tikit.Info 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.

Tikit.Info

Ticket

maps to

HubSpot Service Hub

Ticket (Case)

1:1
Fully supported

Tikit Tickets map to HubSpot Tickets, which are the Cases object in HubSpot's CRM data model. We map ticket title to subject, description to description, status to hs_ticket_state, priority to hs_ticket_priority, category and subcategory to hs_ticket_category and a custom property, assignee to the HubSpot Owner (User), requester to the linked HubSpot Contact, and created/updated/resolved timestamps to hs_createdate, hs_updatedate, and a custom resolved date field. Custom ticket fields migrate as custom properties on the Ticket object; these must be pre-created in HubSpot Service Hub Professional or Enterprise before migration because Starter tier does not support custom ticket properties.

Tikit.Info

Requester

maps to

HubSpot Service Hub

Contact

1:1
Fully supported

Tikit Requesters map to HubSpot Contacts. The requester's display name, email address, and department migrate to firstname/lastname, email, and a custom department property on the Contact. Entra-sourced identity fields (UPN, Entra Object ID) are preserved in custom properties on the Contact record for reconciliation purposes. We use email as the dedupe key during import. Requesters who are also agents in Tikit require a separate HubSpot User record in addition to the Contact record.

Tikit.Info

Agent

maps to

HubSpot Service Hub

User

1:1
Fully supported

Tikit Agents map to HubSpot Users (Service Seats or Core Seats depending on the destination tier). We resolve agents by email match against the destination HubSpot portal's user table. Any Tikit Agent whose email does not match an existing HubSpot User goes to a reconciliation queue for your admin to provision before record import resumes. Inactive Tikit agents are imported as inactive HubSpot Users to preserve historical assignment data without consuming a paid seat during migration validation.

Tikit.Info

Team

maps to

HubSpot Service Hub

Team

1:1
Fully supported

Tikit Teams map to HubSpot Teams. Teams in Tikit align with M365 Groups in Entra, but HubSpot Teams are a simpler organizational grouping for routing and reporting. We create HubSpot Teams during migration and populate membership from Tikit team-agent assignments. Multi-department Tikit configurations may require multiple HubSpot Teams; we document the mapping during discovery.

Tikit.Info

Department

maps to

HubSpot Service Hub

HubSpot Team or Group

1:1
Fully supported

Tikit Departments define organizational hierarchy for ticket routing and SLA assignment. HubSpot does not have a native Department object; we map departments to HubSpot Teams with custom properties for routing context, or to a custom dropdown property on the Ticket object if the destination does not require team-level grouping. The mapping choice depends on how your Tikit departments drive SLA policy and ticket assignment.

Tikit.Info

Knowledge Article

maps to

HubSpot Service Hub

Knowledge Base Article

lossy
Fully supported

Tikit Knowledge Articles (title, body HTML, category, publish status, view count) require custom export tooling because Tikit does not expose a KB export API. We extract articles via whatever mechanism Cireson's export tools provide, then recreate them in HubSpot Knowledge Base using the HubSpot CMS API or the knowledge-base import CSV format. Article-to-ticket relationships are preserved by storing Tikit article IDs in a custom property on migrated tickets and adding a link reference in HubSpot's knowledge-base article settings. Publish status is preserved; draft Tikit articles import as draft HubSpot articles.

Tikit.Info

Comment

maps to

HubSpot Service Hub

Ticket Comment

1:1
Fully supported

Ticket comments migrate as HubSpot Ticket Comments linked to the corresponding Ticket record. We preserve comment body, author (mapped to the HubSpot User or Contact who authored it), timestamp, and the is-public flag. Internal notes in Tikit migrate as private ticket comments in HubSpot; we flag this distinction during scoping because internal-only content may need review before import if it contains sensitive information. Chronological ordering is preserved by setting the HubSpot comment timestamp to the original Tikit timestamp.

Tikit.Info

Attachment

maps to

HubSpot Service Hub

File (on Ticket or Contact)

1:1
Fully supported

File attachments on Tikit tickets are stored in Azure blob storage. We download attachments during extraction, re-upload them to HubSpot's file management system via the HubSpot Files API, and attach them to the corresponding Ticket record. Attachments exceeding HubSpot's file size limits are flagged for your admin to host externally and link from the ticket. Filename encoding and special character handling is resolved during extraction. We do not migrate inline images embedded in ticket descriptions or comments; these are flagged for manual review.

Tikit.Info

Custom Ticket Field

maps to

HubSpot Service Hub

Custom Ticket Property

lossy
Fully supported

Custom fields in Tikit vary by configuration and may include dropdown picklists, text fields, date fields, and user-reference fields. Each custom field is mapped by data type to a HubSpot custom property on the Ticket object. Picklist values require expansion in HubSpot's option labels; we preserve the original Tikit values in a migration reference field and your admin maps them to HubSpot option labels before or after import. Custom fields must be pre-created in HubSpot Service Hub Professional or Enterprise before migration begins.

Tikit.Info

SLA Policy

maps to

HubSpot Service Hub

Business Hours and Ticket Priority

lossy
Fully supported

Tikit SLA policies define response time, resolution time, and business hours configuration. HubSpot Service Hub does not have a first-class SLA object; SLA enforcement is handled through business hours rules (available in Professional and above) and ticket priority settings. We map Tikit SLA response/resolution times to HubSpot business hours and ticket priority levels, but SLA assignment rules based on department, category, or agent workload require manual rebuild in HubSpot Service Hub as part of your admin configuration after migration.

Tikit.Info

Configuration Item

maps to

HubSpot Service Hub

Custom Property on Ticket or Contact

1:1
Fully supported

Cireson Configuration Items represent assets, services, and their relationships. HubSpot Service Hub does not have a native CI object. We map CI data to custom properties on the Ticket record (for IT-asset context on incidents) or on the Contact record (for device or service associations). CI relationships (parent-child, affected-service mappings) migrate as a custom relationship table that your admin can use to populate a custom object or external asset management tool post-migration.

Tikit.Info

Email Thread (Ticket Conversation)

maps to

HubSpot Service Hub

Conversation and Ticket Comment

1:1
Fully supported

Tikit tickets that originated from or include email threads are mapped to HubSpot Conversations (inbox-linked tickets) and ticket comments. The HubSpot Conversations tool must be enabled and connected to a shared inbox before migration; we configure this during the pre-migration setup phase. Email thread content migrates as conversation messages linked to the ticket, preserving sender, recipient, timestamp, and body.

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.

Tikit.Info logo

Tikit.Info gotchas

High

Agent license billing model affects migration scope

High

No public REST API for bulk export

Medium

Teams dependency complicates user identity mapping

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

  • No public REST API means vendor export coordination is required

    Tikit.Info does not publish a documented REST API for programmatic data extraction. Migration depends on whatever export mechanism Cireson's current version of Tikit supports, which may include manual data pulls, limited record-count exports, or vendor-assisted extraction. We confirm export capability with Cireson during discovery, validate record counts and field coverage before committing to migration sequencing, and adjust timelines if the export mechanism requires vendor coordination or produces partial extracts. If certain object types (KB articles, CI relationships, SLA policy definitions) are not exportable via the available tools, we document the gap and recommend a manual rebuild path.

  • Per-agent to per-seat billing boundary requires pre-migration reconciliation

    Tikit bills per agent license for users who create, update, reassign, or manage tickets. HubSpot Service Hub charges per seat for users who log in and access the platform. The boundary does not map 1:1: a Tikit user who only submits tickets as a requester may not need a HubSpot Service Seat, while a Tikit agent with limited HubSpot access may. We identify every user with ticket activity in Tikit, classify each as a potential HubSpot Contact (requester), HubSpot User (agent), or both, and present a license-impact summary before migration begins. Mis-scoping this boundary results in either inflated HubSpot seat costs or agents without access on day one.

  • Entra-sourced user identities may not resolve in HubSpot

    Tikit sources user identity from Microsoft Entra ID rather than maintaining local credentials. When migrating to HubSpot Service Hub, Entra UPNs and Entra Object IDs do not automatically become HubSpot User or Contact records. We flag identity mismatches where a Tikit user has no corresponding HubSpot contact by email, and we preserve the Entra UPN in a custom property on the HubSpot Contact for post-migration identity reconciliation. If your organization plans to use Microsoft SSO with HubSpot, the Entra UPN is used to configure the SSO link; if not, local HubSpot credentials must be created for each agent.

  • Knowledge base articles require non-API migration path

    HubSpot Knowledge Base articles are managed via the HubSpot CMS API or the knowledge-base import CSV format, but Tikit does not expose a documented API for KB article extraction. We coordinate with Cireson to extract KB articles in HTML format, then use HubSpot's CMS API or the pre-built knowledge-base importer to recreate them. Article categories, publish status, and view counts migrate; article-to-ticket relationships are preserved by storing Tikit article IDs in a custom property on migrated tickets. If Cireson's export tools do not cover the knowledge base, we document the gap and recommend manual article creation using Tikit's exported content as source material.

  • HubSpot Service Hub is customer service software, not ITSM software

    Tikit.Info is built for IT service management with ITIL-aligned workflows, change management, and Cireson Configuration Items. HubSpot Service Hub is designed for customer support teams managing inbound customer tickets. ITSM-specific constructs in Tikit—including change management records, Cireson Request Offerings, Power Automate flows tied to ITSM triggers, and department-specific workflow routing—do not have direct equivalents in HubSpot Service Hub. We document these ITSM-specific objects in the migration scope as manual-rebuild items. Teams migrating from Tikit's ITSM context should plan for rebuilding IT-specific automations in HubSpot Workflows or Breeze automations within the customer-service paradigm.

Migration approach

Six steps for a successful Tikit.Info to HubSpot Service Hub data migration

  1. Discovery and vendor export coordination

    We audit the source Tikit configuration across departments, agent count, active ticket volume, knowledge base article count, SLA policy definitions, and custom field configurations. We contact Cireson to confirm the available export mechanisms for the customer's current Tikit version, validate field-level export coverage for tickets, agents, requesters, comments, and attachments, and identify any objects that require manual extraction or are not exportable. We pair this with a HubSpot Service Hub tier assessment: Starter covers basic ticket management; Professional is required for custom ticket properties, SLA business hours, and knowledge base management; Enterprise is required for Breeze Customer Agent, skill-based routing, and customer journey analytics. The discovery output is a written migration scope, an export feasibility report from Cireson, and a HubSpot tier recommendation.

  2. Identity mapping and Entra reconciliation

    We extract all Tikit agents and requesters with their Entra-sourced UPNs, email addresses, team assignments, and department memberships. We match agents by email against the destination HubSpot portal's user table and flag any Tikit agents without a corresponding HubSpot User record. We match requesters by email against HubSpot Contacts and flag any Tikit users who appear in both the agent and requester roles, requiring both a HubSpot User record and a Contact record. The Entra UPN is preserved in a custom Contact property for SSO configuration post-migration. Your admin provisions missing HubSpot Users before migration begins.

  3. Schema design and HubSpot configuration

    We design the destination schema in HubSpot Service Hub. This includes creating HubSpot Teams mapped from Tikit departments and teams, pre-creating custom ticket properties for Tikit custom fields (with data type matching: text, date, dropdown, user reference), configuring business hours rules mapped from Tikit SLA policies, and setting up ticket pipelines and stages mapped from Tikit ticket categories and statuses. Knowledge base categories are created in HubSpot Knowledge Base to match Tikit's article taxonomy. Schema configuration happens in the HubSpot portal before any data import; we use HubSpot's native settings and API for property creation.

  4. Data extraction, transformation, and KB article preparation

    We run data extraction from Tikit using the vendor-confirmed export mechanism. We transform records into HubSpot import format: ticket CSV with mapped fields, contact CSV with dedupe key, user provisioning queue for agents, comment data linked to ticket IDs, and attachment URLs with file downloads from Azure blob storage. Knowledge base articles are extracted in HTML format, cleaned of Tikit-specific markup, and prepared for HubSpot Knowledge Base import. We validate record counts against the discovery baseline, flag any export gaps, and produce a data readiness report before proceeding to import.

  5. Sandbox migration and reconciliation

    We run a full migration into a HubSpot sandbox environment using production-like data volume. Your admin reconciles record counts (tickets in, contacts in, agents mapped, comments in), spot-checks 25-50 random tickets against the Tikit source for field accuracy, validates that custom property values populated correctly, and confirms that KB articles rendered in HubSpot with correct categories and publish status. Any mapping corrections, missing custom properties, or field type mismatches are resolved in this phase. Sandbox sign-off is required before production migration begins.

  6. Production migration in dependency order

    We run production migration in record-dependency order: Users (validated against the provisioning queue), Contacts (with dedupe key applied), Teams and departments, Tickets (with requester Contact and agent User resolved), Ticket Comments (linked to tickets by ticket ID), Attachments (uploaded via HubSpot Files API and linked to tickets), Custom Ticket Properties (populated on existing tickets), and Knowledge Base Articles (via CMS API or knowledge-base import CSV). Each phase emits a row-count reconciliation report before the next phase begins. A cutover delta migration captures any records modified during the production migration window.

  7. Cutover, validation, and ITSM automation handoff

    We freeze Tikit writes during cutover and run a final delta migration of records modified during the migration window, then enable HubSpot Service Hub as the system of record. We deliver the ITSM automation inventory document to your admin, covering Tikit department workflows, SLA escalation rules, Power Automate flows, and any Cireson Request Offerings requiring rebuild in HubSpot Workflows. We support a one-week hypercare window for reconciliation of any data issues raised by your support team. Knowledge base article review and any remaining KB article manual creation occur during the two weeks following migration. We do not rebuild ITSM automations as HubSpot Workflows inside the migration scope; that is a separate engagement.

Platform deep dives

Context on both ends of the pair

Tikit.Info logo

Tikit.Info

Source

Strengths

  • Deep Microsoft Teams integration enabling right-click ticket creation from any chat message.
  • Agent portal and end-user experience fully contained within Teams, reducing context-switching for IT staff.
  • Tikit Virtual Agent allows end users to self-resolve issues without opening formal tickets.
  • Ties into M365 tools including Entra for identity, Intune for device management, and Power Automate for workflow automation.
  • Praised customer support team with demonstrated expertise in Microsoft 365 integrations.

Weaknesses

  • No publicly documented REST API, limiting programmatic data export and making migration dependent on vendor-supported export tools.
  • Per-agent license model inflates costs for organizations with many occasional users who only submit tickets.
  • Relatively narrow feature set compared to standalone ITSM platforms, with some missing capabilities on the product roadmap.
  • Full dependency on Microsoft ecosystem reduces appeal for organizations using Google Workspace or hybrid environments.
  • Limited public documentation on data model schema and field-level API, increasing migration discovery time.
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 Tikit.Info 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

    Tikit.Info: Not publicly documented.

  • Data volume sensitivity

    B

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

Estimator

Estimate your Tikit.Info 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 Tikit.Info to HubSpot Service Hub data migrations

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

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Most migrations land between three and five weeks for organizations with under 10,000 tickets, a single-department Tikit configuration, and no knowledge base articles requiring manual HTML preparation. Multi-department Tikit configurations with 10,000-30,000 tickets, an active knowledge base, and legacy SLA policy definitions requiring business-hours reconstruction move to eight to twelve weeks. The dominant variable is how quickly Cireson can confirm and deliver the export mechanism for your current Tikit version; we coordinate with Cireson during discovery to reduce this uncertainty before committing to a timeline.

Adjacent paths

Related migrations to explore

Ready when you are

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