Migrate from FieldEdge to HubSpot

FieldEdge stores customer name, email, phone, and address as a flat record. FlitStack splits this into a HubSpot Contact (person) and a HubSpot Company (organization). The FieldEdge customer ID is preserved as Source_System_ID__c for reconciliation and delta-run de-duplication. Address components (street, city, state, zip) are mapped to standard HubSpot Contact address properties so geolocation and territory reporting work without additional transformation.

HubSpot has no native work-order or job-ticket object. FlitStack creates a Work_Order__c custom object and maps FieldEdge work order number, status, type, scheduled date, priority, description, and service address as properties on that object. The customer contact links to the custom object via a lookup.

FieldEdge invoices map to HubSpot Deals with Amount equal to the invoice total. Line items (parts and labor) map to HubSpot Line Items attached to the deal. Invoice status (paid/open/overdue) is preserved as a custom property on the deal since HubSpot's native Deal Stage tracks sales pipeline stages, not payment status.

FieldEdge service agreements combine pricing, contract terms, covered equipment, and renewal dates. FlitStack maps the agreement as a HubSpot Product with the annual value stored as a custom property. The recurring revenue aspect is represented as a Deal with the renewal date as Close Date, and contract terms are preserved as custom text fields on the deal.

FieldEdge payments reduce the outstanding balance on an invoice. FlitStack maps a payment record as an update to the corresponding Deal: the paid amount is subtracted from the Deal Amount or the deal is moved to a 'Closed Won' stage for fully paid invoices. Partial payments are handled by adjusting the deal amount and adding a Payment_Received__c custom field.

FieldEdge lets technicians attach an equipment list to a customer (model, serial number, install date). HubSpot has no native equipment object. FlitStack creates an Equipment__c custom object with properties for model, serial number, install date, and warranty expiration — linked to the customer Contact via a lookup property.

FieldEdge technicians and dispatchers are users in the system. FlitStack resolves them by email match against HubSpot Users and assigns them as OwnerId on the corresponding Work_Order__c records. Technicians who do not have HubSpot user accounts are flagged for your team to create accounts or assign to a fallback owner before migration.

FieldEdge integrates directly with QuickBooks for invoicing and payment recording. That accounting linkage does not exist in HubSpot. FlitStack preserves the accounting context as HubSpot Line Items with custom cost and margin fields, but a new QuickBooks-to-HubSpot sync must be set up post-migration — FlitStack can provide the mapping reference for your accounting team.

FieldEdge stores technician notes and customer interaction logs as flat text entries. FlitStack migrates these as HubSpot Notes attached to the Contact record, preserving the original timestamp and the technician name as the note owner. Note content is preserved verbatim.

FieldEdge's dispatch board organizes work orders by day, technician, and region. HubSpot has no native dispatch board. FlitStack maps scheduled jobs as HubSpot Tasks with a scheduled datetime, assigned to the technician owner, and groups technicians into HubSpot Teams that reflect your FieldEdge dispatch regions.

FieldEdge Select and Premier tiers include consumer-facing portal features for appointment booking and service requests. HubSpot's Marketing Hub handles this differently via forms, meetings links, and the customer portal. These assets must be rebuilt in HubSpot's equivalent tools after migration.