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This is a migration guide for transitioning from Chargebee's HubSpot Legacy to the Hubspot Quote to Cash (Q2C) integration. This document outlines the necessary steps for migrating customers and subscriptions, ensuring a smooth transition to the new system. By following the guidelines provided, you will be able to map customer and subscription data accurately, maintain the integrity of your records, and leverage the enhanced features of HubSpot Q2C.
The following are the steps to follow for customer and subscription migration:
The following are the steps to follow for customer migration:
HubSpot Legacy was contact-based mapping where a customer in Chargebee was synced as a contact in HubSpot whereas HubSpot Q2C is a company-based mapping and a customer in Chargebee is synced as both a contact and company in HubSpot.
Therefore, during migration, you need to select the correct matching criteria so the companies associated with the contact are mapped correctly.
When you select Using domain name or company name for mapping company domains (Gmail / Outlook) will not sync. To avoid this sync failure, select Using custom fields if custom fields are already present in your Chargebee site.
Make note of all custom fields being sent in the legacy Integration. Make sure that all custom fields sent from legacy are mapped when setting up Q2C before running the initial sync.
Note: If there are any standard fields that need to be sent and is not present in the dropdown then contact support to enable or confirm the feasibility before running the initial sync.
Customer - Sales-driven flow (Automation) and reverse sync (company sync job) are available in HubSpot Q2C.
Note: Similar to HubSpot legacy integration, Chargebee doesn't have customer lifecycle mapping in HubSpot Q2C.
The following are the steps to follow for subscription migration:
Subscriptions can be mapped to existing deals or can be created out as new deals using below setting.
If in legacy, you already had subscriptions mapped to deals that are closed won. Then, when moving to Q2C, make sure to update the Subscription ID field at the deal level. This way, all historic subscriptions will be remapped to the original deal (the deal could be in any pipeline and at any stage). Make sure to update the field before running Initial sync.
Any new subscriptions created after setting up HubSpot Q2C will be mapped or created as new deals based on the matching criteria.
Make note of all custom fields being sent in the legacy Integration. Ensure that all custom fields sent from legacy are mapped when setting up Q2C before running the initial sync.
Note: If any standard fields need to be sent and are not present in the dropdown, contact support to enable them or confirm their feasibility before running the initial sync.
Subscription - Sync item prices as products to HubSpot and add relevant line items in the deals created by this sync. This is not done as part of the legacy HubSpot integration.
Sales-driven flow (Automation) and reverse sync (company sync job) are available in HubSpot Q2C.
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