CRM migration

Migrate from Fieldmagic to HubSpot

Field-level mapping, validation, and rollback between Fieldmagic and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.

Fieldmagic logo

Fieldmagic

Source

HubSpot

Destination

HubSpot logo

Compatibility

100%

12 of 12

objects map 1:1 between Fieldmagic and HubSpot.

Complexity

BStandard

Timeline

10–20 business days

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Fieldmagic organizes data around field-service operations: Customers own Sites, Sites contain Assets, and Jobs are the core transactional unit with scheduling, line items, and status tracking. HubSpot is a CRM platform that natively understands Contacts, Companies, Deals, and Tickets — but has no built-in job, site, or asset-management object. The migration therefore requires a two-layer approach: standard CRM objects receive the direct mappings (contacts, companies, deals), while Fieldmagic's FSM-specific data — sites, asset types, asset instances, and job line items — maps to HubSpot custom objects and custom properties. FlitStack AI sequences the migration so parent records (Customers/Companies) resolve before child records (Sites, Assets, Jobs/Deals) load. Scheduling data, technician assignments, and job status history surface as custom properties on HubSpot Deal records or as a custom Job object depending on volume and reporting needs. HubSpot's marketing-contact billing model has no Fieldmagic equivalent; that distinction is documented but does not carry over. Workflows and automation rules built in Fieldmagic's job-trigger model do not migrate — FlitStack exports those definitions for your HubSpot admin to rebuild as HubSpot workflows or Sequences.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Fieldmagic logo

Fieldmagic

What's pushing teams away

  • The platform becomes cost-prohibitive as teams scale — multiple office users, more technicians, and advanced features tier out quickly, and the per-seat model compounds for growing field service businesses.
  • Salesforce underpinnings add unnecessary complexity for straightforward field service needs — smaller teams report the CRM features feel oversized for their actual job management requirements.
  • Limited API documentation and no publicly documented bulk export mechanism makes it difficult for technical teams to build custom integrations or extract data for migration without vendor involvement.
  • Some users report the UI, while functional, lacks the polish of newer FSM competitors, and certain workflow automation features require a steeper learning curve to configure effectively.

Choosing

HubSpot logo

HubSpot

What's pulling them in

  • Lowest barrier to entry of any major CRM — the free tier with unlimited contacts lets teams validate fit before committing to a paid plan, according to G2 and Capterra reviewers.
  • Native integration between the CRM and sales engagement tools (sequences, email tracking, dialer) means no separate sync configuration, a theme across G2 Sales Hub reviews.
  • Pipeline visualization, deal tracking, and automated workflows are consistently praised as intuitive and easy to set up without developer involvement.
  • Strong onboarding for new team members — reviewers on Capterra and G2 highlight how quickly new reps become productive without formal training.
  • The HubSpot platform ecosystem (Marketing, Sales, Service, CMS hubs) allows growing companies to consolidate tools without building new integrations.

Object mapping

How Fieldmagic objects map to HubSpot

Each row shows how a Fieldmagic 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.

Fieldmagic

Customer

maps to

HubSpot

Company

1:1
Fully supported

Fieldmagic Customers map 1:1 to HubSpot Companies. Customer name becomes Company Name, domain data becomes Website, and primary contact email maps to the primary company contact. Multi-contact customers are resolved via HubSpot's company-contact association model after the primary contact lands.

Fieldmagic

Contact

maps to

HubSpot

Contact

1:1
Fully supported

Fieldmagic Contacts map directly to HubSpot Contacts. Email, phone, job title, and owner assignment carry over directly. Contacts without a parent Customer receive the 'Unassigned Company' placeholder in HubSpot, or your admin specifies a default company to attach orphan contacts.

Fieldmagic

Site

maps to

HubSpot

Custom Object: Site

1:1
Fully supported

Fieldmagic Sites do not have a native HubSpot equivalent. We create a HubSpot Site custom object with properties for site name, address, site type, and a lookup to the parent Company record. Each Fieldmagic Site becomes one Site custom object record linked to its Customer's HubSpot Company.

Fieldmagic

Job

maps to

HubSpot

Deal

1:1
Fully supported

Fieldmagic Jobs map to HubSpot Deals, with FSM-specific properties (job type, technician, schedule window, site link, job status) migrated as custom properties on the Deal. Job status (Unscheduled, Scheduled, In Progress, Completed, Invoiced) maps to a Deal custom property rather than HubSpot's native deal-stage pipeline — your admin decides whether to overlay it on the pipeline or keep it as a separate tracking field.

Fieldmagic

Job Line Item (parts + labor)

maps to

HubSpot

Custom Object: Job Line Item

1:1
Fully supported

Fieldmagic job line items (materials, labor hours, service fees) do not map to HubSpot's native product line items because those are tied to HubSpot's e-commerce billing model. We create a Job_Line_Item__c custom object linked to the Deal, with fields for product name, quantity, unit price, line type, and technician assignment.

Fieldmagic

Quote

maps to

HubSpot

Deal + Custom Object: Quote

1:1
Fully supported

Fieldmagic Quotes map to HubSpot Deals in their proposal/estimation state, with the full line-item breakdown stored in a Quote custom object linked to the Deal. Quote status (Draft, Sent, Accepted, Rejected) migrates as a custom pick-list property on the Deal.

Fieldmagic

Asset Type

maps to

HubSpot

Custom Object: Asset Type

1:1
Fully supported

Fieldmagic Asset Types (equipment categories such as HVAC, Plumbing, Electrical) become a HubSpot Asset_Type__c custom object. Each Asset Type record is created once and then associated to all individual Asset records of that type via a lookup relationship. This approach ensures consistent categorization across all assets.

Fieldmagic

Asset

maps to

HubSpot

Custom Object: Asset

1:1
Fully supported

Individual serialised assets in Fieldmagic map to a HubSpot Asset__c custom object with fields for serial number, asset type lookup, site lookup, installation date, warranty expiry, and last service date. Assets link to their parent Site custom object record and the Company that owns them.

Fieldmagic

Asset Service History

maps to

HubSpot

Custom Object: Service Record

1:1
Fully supported

Fieldmagic's asset service history (maintenance visits, repairs, parts replaced) maps to a Service_Record__c custom object linked to the Asset record. Each service event stores the related Job reference, service date, technician, and notes — preserving the full maintenance audit trail independent of HubSpot's native activity timeline.

Fieldmagic

User / Technician

maps to

HubSpot

User

1:1
Fully supported

Fieldmagic office users and mobile technicians map to HubSpot Users. Resolution happens by email match — every Fieldmagic user with an email address present in your HubSpot user list receives their records. Users without a HubSpot account are flagged before migration and assigned to a fallback owner or invited to HubSpot before the run.

Fieldmagic

Call / Note / Activity Log

maps to

HubSpot

Call / Note (engagement)

1:1
Fully supported

Fieldmagic call logs and notes attached to Jobs or Contacts migrate as HubSpot Calls and Notes. Original timestamps and owner assignments are preserved. Activities logged at the Job level link to the corresponding Deal in HubSpot; activities at the Contact level attach to the Contact timeline.

Fieldmagic

Custom Property (field)

maps to

HubSpot

Custom Property

1:1
Fully supported

Any custom fields defined in Fieldmagic beyond the standard Customer, Contact, Site, Job, and Asset objects map to HubSpot custom properties on the corresponding destination object. Field type conversion (e.g., Fieldmagic multi-select to HubSpot checkbox or pick-list) is handled per-field during mapping validation.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Fieldmagic logo

Fieldmagic gotchas

High

Site-Asset hierarchy is a mandatory import dependency

Medium

Checklist auto-attachment and completion data require separate handling

Medium

Salesforce custom objects and custom fields are not covered by standard import

Medium

Contract pricing links to invoicing require value-level mapping

High

Bulk API extraction is not publicly documented

HubSpot logo

HubSpot gotchas

High

Marketing Contacts billing model is migration-critical

High

Feature tier gating is not visible until onboarding

Medium

Mandatory onboarding fees inflate year-one cost

Medium

HubSpot CSV importer cannot migrate engagements or attachments

Medium

Custom objects require Enterprise and a pre-existing schema

Pair-specific challenges

  • Fieldmagic job status has no native HubSpot deal-stage equivalent — two tracking systems required

    Fieldmagic tracks job lifecycle (Unscheduled → Scheduled → In Progress → Completed → Invoiced) as a job-status field tied to field-service scheduling. HubSpot's native Deal Stage property reflects sales-pipeline progress (Appointment Scheduled, Qualified to Buy, Presentation Scheduled, Decision Maker Bought-In, Contract Sent, Closed Won/Lost). We map Fieldmagic job status to a custom Deal property (job_status__c) and leave HubSpot's native stage for sales-pipeline reporting. This means your HubSpot instance will carry two parallel tracking fields — one for sales close progress and one for field-service job completion. Your admin needs to decide how to surface these in dashboards and which should drive operational workflows.

  • HubSpot has no native site object — N:1 customer-to-site relationships require a custom object

    Fieldmagic's data model treats Sites as first-class objects with N:1 relationships to Customers (one customer can have dozens of sites). HubSpot Companies have a single primary address with no native multi-site support. We create a Site custom object in HubSpot with a company_id lookup back to the parent Company record. This lets you associate unlimited sites per customer and report on site-level data (assets, job history) in HubSpot. However, HubSpot's native contact and deal association does not automatically surface site context — reports and filters that reference site data require custom property filtering or custom dashboards built on the Site custom object.

  • Asset serial numbers and maintenance history need a custom object that HubSpot's native data model cannot replicate

    Fieldmagic's Asset Types and Assets are structured objects with serialised equipment tracking, installation dates, warranty expiry fields, and full maintenance/service history per asset. HubSpot's CRM has no native asset management schema. We migrate Asset Types as an Asset_Type__c custom object and individual Assets as an Asset__c custom object with type, serial number, site, and warranty properties. Asset service history becomes a Service_Record__c custom object linked to the Asset. These custom objects are queryable via HubSpot's CRM API and can power custom dashboards, but they are not part of HubSpot's native contact or deal timeline and do not trigger HubSpot's native workflow enrollment — your admin needs to build custom reporting views to surface asset data in everyday deal and contact records.

  • Fieldmagic job line items (materials, labor, parts) do not map to HubSpot's native product line items

    HubSpot's native product line items are designed for e-commerce and product-catalog billing scenarios — each line item is tied to a Product record with a price book and quantity. Fieldmagic's job line items are service-line entries (parts used, labor hours, travel fee, materials markup) that are attached to a job and do not use a formal product catalog. We map job line items to a Job_Line_Item__c custom object linked to the Deal. This preserves all materials-and-labor detail, but these custom line items will not appear in HubSpot's native quote builder or product-revenue reporting without custom report types built in HubSpot's report builder.

  • HubSpot's marketing contact billing model does not recognise Fieldmagic's contact classification

    Fieldmagic classifies contacts by their role in the service relationship (site contact, billing contact, emergency contact) using contact-type properties on the Contact object. HubSpot bills on Marketing Contacts — contacts who have consented to or engaged with marketing content — which is a separate billing classification unrelated to Fieldmagic's contact-role model. We preserve Fieldmagic's contact type as a custom property (contact_role__c) on the HubSpot Contact record, but HubSpot's marketing-contact billing count will be determined by your team's marketing activity in HubSpot, not by the Fieldmagic contact-role data that was migrated. Review your HubSpot marketing contact settings after migration to understand which migrated contacts fall into the marketing-contact billing tier.

Migration approach

Six steps for a successful Fieldmagic to HubSpot data migration

  1. Export and profile Fieldmagic data via API

    FlitStack AI connects to your Fieldmagic account using API credentials and exports all standard objects (Customers, Contacts, Sites, Jobs, Asset Types, Assets, Service Records, Quotes) plus any custom properties defined beyond the standard schema. We run a data profiling pass to identify duplicate records, missing required fields, and records without owner assignments before building the mapping plan. This profiling step surfaces the field-to-field translation logic and identifies any Fieldmagic properties that have no HubSpot equivalent and will require custom field creation.

  2. Build the HubSpot custom object schema

    Before data loads, we create the custom objects and custom properties in HubSpot that Fieldmagic's FSM-specific data requires: Site custom object, Asset_Type__c, Asset__c, Service_Record__c, Job_Line_Item__c, and Quote__c. We also create all custom properties on the native Deal and Company objects (job_status__c, job_type__c, technician__c, scheduled_date__c, original_create_date__c, source_system_id__c). Your HubSpot admin approves the schema before we proceed to mapping validation. This ensures all downstream mapping references are in place before data transfer begins.

  3. Resolve owners and link parent records before migration

    Fieldmagic technicians and office users are matched to HubSpot Users by email address. Any user without a HubSpot account is flagged for your team to create or assign to a fallback owner before the migration run. Parent-child record sequencing is enforced: Customer records (HubSpot Companies) load first, then Site custom object records resolve their company_id lookups, then Contacts attach to their parent Company, then Jobs/Deals link to their Company and Site records, then Asset records link to Site and Asset Type records, and finally Service Records link to their parent Asset and Job/Deal.

  4. Run a sample migration with field-level diff

    A representative slice of 100–500 records migrates first — spanning at least one of each object type (Customer, Contact, Site, Job, Asset, Service Record). We generate a field-level diff showing every source Fieldmagic value alongside its destination HubSpot value so your team can verify job_status__c mapping, site-to-company linkage, asset type resolution, and technician assignment before the full run commits. Any field mapping that needs adjustment is corrected before proceeding.

  5. Execute full migration with delta-pickup window

    The full dataset migrates in sequenced passes that respect foreign-key dependencies. After the initial load completes, a delta-pickup window (typically 24–48 hours) captures any records created or modified in Fieldmagic during the cutover. An audit log records every operation — record count per object type, mapping applied, and any records that failed to link. One-click rollback is available if reconciliation identifies material discrepancies between Fieldmagic's final state and HubSpot's migrated state.

Platform deep dives

Context on both ends of the pair

Fieldmagic logo

Fieldmagic

Source

Strengths

  • End-to-end job lifecycle from quote through invoicing with time-and-materials and fixed-price billing in one platform.
  • Offline-capable mobile app with real-time GPS technician tracking and paperless field workflows.
  • Native Xero and QuickBooks Online accounting sync with MYOB AccountRight support for Australian businesses.
  • Built-in asset management with Site-level tracking, maintenance history, and inspection checklists.
  • All-inclusve pricing with no storage, usage, or basic support add-ons on any paid tier.

Weaknesses

  • Per-seat pricing compounds quickly as field teams grow — office user and mobile user licenses are counted separately.
  • Salesforce base adds CRM complexity that smaller field service teams may not need, increasing onboarding overhead.
  • Bulk API export mechanism is not publicly documented, limiting programmatic data extraction for migrations and integrations.
  • Mobile-only plan at $19/user/month lacks the full feature set available on higher tiers, creating feature-gated upgrades.
HubSpot logo

HubSpot

Destination

Strengths

  • Genuinely useful free CRM tier with no seat limit on contact records.
  • All-in-one sales engagement layer (sequences, email tracking, calling, dialer) embedded natively in the CRM, eliminating a separate integration.
  • Intuitive interface and fast onboarding for individual reps, per G2 and Capterra reviews.
  • Workflow automation triggers across contacts, deals, and tickets with a visual builder.
  • API coverage for all standard objects including custom objects at Enterprise tier.

Weaknesses

  • Pricing model is contact-based at the marketing layer — importing all records as marketing contacts can multiply the monthly bill by 4×.
  • Feature tier cliffs are frequent surprises: sequences, calling, advanced reporting, and quoting are all gated, often requiring plan upgrades mid-implementation.
  • Mandatory onboarding fees at Professional ($1,500) and Enterprise ($3,500) are not prominently disclosed on the pricing page.
  • API rate limits are restrictive for bulk migration — burst limits of 100-200 req/10sec and search endpoint limits of 4 req/sec require careful job queuing.
  • Custom objects, additional pipelines, and advanced forecasting are Enterprise-only, making cost projections difficult for growing teams.

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Fieldmagic and HubSpot.

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Fieldmagic: Not publicly documented.

  • Data volume sensitivity

    B

    Fieldmagic doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Fieldmagic to HubSpot migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Fieldmagic to HubSpot data migrations

Answers to the questions buyers ask most during Fieldmagic to HubSpot migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your Fieldmagic to HubSpot migration with a real engineer — 30 minutes, free, written quote within 24 hours.

Book a free 30 minute consultation

Most Fieldmagic-to-HubSpot migrations complete in 10–20 business days for setups under 20,000 records with 1–3 custom objects (Site, Asset, Service Record). Larger migrations with 20,000–100,000 records, or those requiring full asset-maintenance history and Quote custom objects, extend to 4–8 weeks. The longest single step is typically building the HubSpot custom object schema and validating the site-to-company and asset-to-site linkage mapping before data begins loading.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Fieldmagic.
Land in HubSpot, intact.

Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.

Accuracy guarantee Rollback included Quote in 1 business day