CRM migration
Field-level mapping, validation, and rollback between Field2Base and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Field2Base
Source
HubSpot
Destination
Compatibility
10 of 10
objects map 1:1 between Field2Base and HubSpot.
Complexity
CModerate
Timeline
24–72 hours
Overview
Field2Base stores field-service data as Form Templates and submitted form records with field-level data captured by mobile workers — regions, photos, signatures, GPS coordinates, and barcode scans. The platform has no native CRM object for contacts or companies; those live in external back-end systems integrated via the Data Integration Module. HubSpot models everything as Contacts, Companies, Deals, Tickets, and custom objects with a rich property system. The migration challenge is architectural: Field2Base form submissions are flat key-value records (regions) with file attachments. HubSpot has no native form-submission object — submissions become either HubSpot Deals with custom properties, or a dedicated custom object that mirrors the Field2Base form structure. Every Field2Base Region on a form maps to a HubSpot custom property, preserving the original field label and data type (text, numeric, date, dropdown, checkbox). Offline-captured data (photos, signatures, barcodes) re-uploads as HubSpot file attachments on the associated record. Owner resolution happens by matching the submitting user email to a HubSpot user account. Workflows and approval chains built in Field2Base Workflow do not migrate — HubSpot lists, automation sequences, and HubSpot Operations Hub workflows must be rebuilt using HubSpot's native automation tools.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Field2Base object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Field2Base
Form Template
HubSpot
Custom Object
1:1Each Field2Base Form Template becomes one HubSpot Custom Object. The form name maps to the custom object name. HubSpot Enterprise tiers support custom objects natively; Professional requires Operations Hub. This object-level mapping preserves the hierarchical relationship between form templates and submissions, facilitating accurate reporting across multiple form types.
Field2Base
Region (form field)
HubSpot
Custom Property
1:1Field2Base Regions (text, numeric, date, dropdown, checkbox, camera, signature, GPS, barcode) map to HubSpot custom properties by matching field type. Dropdown Regions require HubSpot option-label value-mapping against Field2Base dropdown choices. Each property inherits the original region label and validation constraints, ensuring data consistency during migration.
Field2Base
Form Submission
HubSpot
Custom Object Record
1:1A submitted Field2Base form becomes a single HubSpot custom object record linked to a Contact (or Company) record. Submission ID is stored as Source_System_ID__c for traceability. This linking enables you to view all submissions associated with a contact directly in HubSpot, supporting unified activity timelines.
Field2Base
Submitted Photo
HubSpot
HubSpot File
1:1Photos captured inside Field2Base forms are downloaded from Field2Base storage and re-uploaded as HubSpot Files attached to the corresponding custom object record. Maximum 25MB per file in HubSpot. We also preserve the original file name and capture timestamp as custom properties on the file, aiding asset audit trails.
Field2Base
Submitted Signature
HubSpot
HubSpot File
1:1Signature capture images from Field2Base forms are stored as HubSpot Files and attached to the relevant submission record. Signature metadata (who signed, timestamp) is preserved as custom properties. This allows you to verify signatory details and compliance directly within HubSpot's record timeline.
Field2Base
GPS Coordinate
HubSpot
Custom Properties (latitude, longitude)
1:1Field2Base GPS Region data is split into two HubSpot custom number properties — F2B_GPS_Latitude__c and F2B_GPS_Longitude__c — for use in HubSpot地图 reporting or custom dashboards. These latitude and longitude values enable geo‑spatial analysis, map visualizations, and distance calculations within HubSpot reporting tools or external BI platforms.
Field2Base
Barcode / QR Scan
HubSpot
Custom Property
1:1Barcode scan Region values migrate as a text custom property on the HubSpot custom object record. No native HubSpot equivalent — preserved for reference and asset-tracking purposes. You can use this barcode field to link submissions to inventory systems, automate replenishment workflows, or validate product authenticity in downstream processes.
Field2Base
Field2Base User (submitter)
HubSpot
HubSpot User
1:1Field2Base user accounts are resolved by email address to existing HubSpot user accounts. If no matching HubSpot user exists, the submission owner is flagged and assigned to a designated fallback HubSpot user. This fallback mechanism ensures every record carries an owner for reporting, even if the original submitter hasn't yet been provisioned in HubSpot.
Field2Base
Field2Base Workflow (approval chain)
HubSpot
HubSpot Workflow / Sequence
1:1Field2Base Workflow approval chains (form review and approval routing) have no direct HubSpot equivalent. We export workflow definitions as a rebuild reference document for your HubSpot admin to reconstruct in HubSpot Workflows or Operations Hub. The reference includes step triggers, approver assignments, and escalation paths to streamline rebuilding.
Field2Base
DIM Integration Record (SQL/ODBC export)
HubSpot
Contact / Company / Deal
1:1Field2Base Data Integration Module records from SQL or ODBC connections represent external CRM data (contacts, companies) that are the upstream source. These are mapped to the corresponding HubSpot objects during migration, not as Field2Base-native data. This ensures that external records appear in HubSpot with accurate IDs and relationships, preserving data integrity across systems.
| Field2Base | HubSpot | Compatibility | |
|---|---|---|---|
| Form Template | Custom Object1:1 | Fully supported | |
| Region (form field) | Custom Property1:1 | Fully supported | |
| Form Submission | Custom Object Record1:1 | Fully supported | |
| Submitted Photo | HubSpot File1:1 | Fully supported | |
| Submitted Signature | HubSpot File1:1 | Fully supported | |
| GPS Coordinate | Custom Properties (latitude, longitude)1:1 | Fully supported | |
| Barcode / QR Scan | Custom Property1:1 | Fully supported | |
| Field2Base User (submitter) | HubSpot User1:1 | Fully supported | |
| Field2Base Workflow (approval chain) | HubSpot Workflow / Sequence1:1 | Fully supported | |
| DIM Integration Record (SQL/ODBC export) | Contact / Company / Deal1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Field2Base gotchas
Offline draft data loss risk at migration cutover
Integration capabilities are tier-gated
API rate limits not publicly documented
Custom Regions require manual field mapping
Submitted form versioning not tracked in exports
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Audit Field2Base forms, Regions, and submission volumes
We export a full inventory of your Field2Base Form Templates, Region definitions (field types, validation rules, required flags), and submission history including attachment file counts and sizes. This inventory drives the HubSpot custom object schema plan and lets us flag which forms have GPS, barcode, or photo Regions that need special handling before migration begins. The inventory also includes a summary of submission frequency trends, enabling you to schedule migration windows around peak usage periods.
Build HubSpot custom objects and custom properties
Before data moves, we create HubSpot custom objects matching each Field2Base Form Template, and generate HubSpot custom properties for every Region — including the GPS split fields, barcode text fields, offline-capture flags, and original submission date fields. We deliver a schema setup plan so your HubSpot admin can pre-create the properties and assign them to the correct custom object before validation runs.
Resolve Field2Base users to HubSpot user accounts by email
Field2Base user accounts are matched to HubSpot user accounts by email address. Submissions by unmatched users are flagged with a fallback owner assignment before migration. We surface the unresolved-user list so your team can either invite those users to HubSpot first or confirm the fallback assignment rule before the migration run. This step ensures that every migrated record has an assigned HubSpot owner, preventing orphaned submissions after cutover.
Run a sample migration with field-level diff
A representative slice migrates first — typically 100–500 submissions spanning a few Form Templates including ones with photos, signatures, GPS data, and dropdown fields. We generate a field-level diff between the Field2Base submission JSON and the resulting HubSpot custom object record so you can verify Region-to-property mapping, file attachment presence, and owner resolution before the full run commits. Any discrepancies flagged in the diff can be corrected in the migration plan before the final batch runs, reducing risk of data loss.
Full migration with delta-pickup and rollback availability
Full migration runs against HubSpot using scoped read access on Field2Base — your team keeps submitting forms in Field2Base during cutover. A delta-pickup window (typically 24–48 hours) captures any submissions created or modified during the run. All operations are logged in an audit trail, and one-click rollback reverts to the pre-migration HubSpot state if reconciliation identifies data integrity issues. The rollback feature provides peace of mind during high‑volume cutovers.
Platform deep dives
Field2Base
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Field2Base and HubSpot.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Field2Base: Not publicly documented — we default to 10 req/s and throttle based on 429 responses.
Data volume sensitivity
Field2Base doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Field2Base to HubSpot migration scoping. Not seeing yours? Book a call.
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