What gets imported
- Contacts → Customers
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Tickets → Threads
- You choose which pipeline stages land as Done and which stay Todo
- The emails and notes on the ticket are carried over. Notes appear as internal comments in Plain
- Ticket properties you choose → Labels
- Original timestamps: every thread and every message keeps the date it had in HubSpot, so your history stays in order
- A link back to the original ticket, so anyone reading the thread in Plain can still find it in HubSpot
Mapping service hub onto Plain
Ticket pipelines and stages are set up differently in every HubSpot account, so plan this against your own:- Pipelines and stages. Plain has three status groups: Todo, Snoozed, and Done, rather than stages you define. Decide which of your stages land as Done and which stay Todo. If the stage matters for reporting, add it as a label so you keep it.
- Where the conversation lives. A ticket’s history sits in the activities associated with it: emails and notes. Decide which of those your team reads back, and import those. Anything written for users should come in as an internal comment in Plain.
- Ticket IDs. Use the HubSpot ticket ID as each thread’s external reference. That’s what makes the import safe to re-run.
- Companies. Plain sets a customer’s Company automatically from their email domain. If the companies in HubSpot don’t line up with domains, create a Tenant per company instead and attach customers to it.
- Categories, sources, and priority. Plain threads carry a priority and labels rather than a set of custom properties. Pick the ones your team filters on and bring those across as labels.
- Owners. Decide which ticket owners map to the users you’ve already invited to Plain, and what to do with anyone who has left.

