Migrate from Effort to HubSpot

Effort worker records map to HubSpot Contacts by default. If the team needs to preserve skills, certifications, and availability separately from standard contact fields, a custom Field_Worker__c object is created and linked to the Contact record via a lookup relationship. This preserves all professional qualifications that would otherwise need to be flattened into generic contact properties.

Effort clients with billing addresses and contact persons map 1:1 to HubSpot Companies. Site-specific addresses from Effort work orders attach as Company address properties. Multiple sites per client become additional Company address records, allowing the team to track each service location separately while maintaining the parent-client relationship within the CRM.

Effort work orders can map to HubSpot Tickets (for support-oriented reporting) or a custom Work_Order__c object (for field-service-specific fields like site ID, job type, and skill requirements). The choice affects pipeline and reporting structure — we surface both options in the migration plan.

Effort stores site names, addresses, and GPS coordinates per job. HubSpot Companies have standard address fields. For GPS coordinates, we create Location__c custom fields (latitude and longitude as number properties) linked to the Company. Sites without a client record get a standalone Location__c entry.

Effort time-on-job and attendance data has no HubSpot native equivalent. Clock-in and clock-out times migrate as custom datetime fields on the Contact record. Time spent per work order migrates as a custom decimal number field on Work_Order__c (Time_on_Job_Hours__c) to preserve the precision of partial hours worked at each job site.

Effort tracks distance traveled per job for expense claims. This migrates as a custom number field (Distance_Miles__c) on the Work_Order__c record. We preserve the original unit designation (miles or kilometers) and flag any unit conversions in the transformation notes to ensure expense calculations remain accurate after migration.

Effort worker skills and certifications have no HubSpot native equivalent. We migrate these as a multi-select pick-list property (Skills__c) on the Contact record. For complex certification hierarchies that include expiry dates, issuing authorities, and credential types, a Skills__c custom object with a lookup relationship to Contact is used.

Effort availability windows migrate as custom datetime fields (Availability_Start__c, Availability_End__c) on the Contact record. Dynamic availability-based lists are rebuilt in HubSpot using contact property filters rather than migrated directly. This approach ensures worker scheduling can still leverage HubSpot's list segmentation for assignment matching.

Effort work order stages (Scheduled, In Progress, Completed, Cancelled) map directly to HubSpot Ticket pipeline stages or a custom Work_Order_Stage__c pick-list. We apply value-by-value mapping for each status transition and preserve stage-change timestamps in custom datetime fields to maintain complete job history timelines.

Effort photo attachments and file attachments on work orders re-upload to HubSpot Files. Files are attached to the corresponding Work_Order__c or Contact record. File size limits (25MB per file in HubSpot) apply and inline images in notes are downloaded and rehosted.

Effort daily reports from field workers map to HubSpot Notes on the Contact record for narrative content. For structured report fields including labor hours logged, materials consumed, and site condition observations, a Daily_Report__c custom object linked to the Work_Order__c record is created to preserve all structured data.

Effort expense claims covering mileage reimbursement, meal allowances, and material costs have no native equivalent in HubSpot. We create an Expense__c custom object with dedicated fields for expense amount, type classification, and transaction date, all directly linked to the related Work_Order__c record for accurate per-job cost tracking and financial reporting.