CRM migration
Field-level mapping, validation, and rollback between Fieldmagic and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Fieldmagic
Source
HubSpot
Destination
Compatibility
12 of 12
objects map 1:1 between Fieldmagic and HubSpot.
Complexity
BStandard
Timeline
10–20 business days
Overview
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.
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 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
HubSpot
Company
1:1Fieldmagic 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
HubSpot
Contact
1:1Fieldmagic 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
HubSpot
Custom Object: Site
1:1Fieldmagic 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
HubSpot
Deal
1:1Fieldmagic 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)
HubSpot
Custom Object: Job Line Item
1:1Fieldmagic 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
HubSpot
Deal + Custom Object: Quote
1:1Fieldmagic 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
HubSpot
Custom Object: Asset Type
1:1Fieldmagic 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
HubSpot
Custom Object: Asset
1:1Individual 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
HubSpot
Custom Object: Service Record
1:1Fieldmagic'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
HubSpot
User
1:1Fieldmagic 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
HubSpot
Call / Note (engagement)
1:1Fieldmagic 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)
HubSpot
Custom Property
1:1Any 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.
| Fieldmagic | HubSpot | Compatibility | |
|---|---|---|---|
| Customer | Company1:1 | Fully supported | |
| Contact | Contact1:1 | Fully supported | |
| Site | Custom Object: Site1:1 | Fully supported | |
| Job | Deal1:1 | Fully supported | |
| Job Line Item (parts + labor) | Custom Object: Job Line Item1:1 | Fully supported | |
| Quote | Deal + Custom Object: Quote1:1 | Fully supported | |
| Asset Type | Custom Object: Asset Type1:1 | Fully supported | |
| Asset | Custom Object: Asset1:1 | Fully supported | |
| Asset Service History | Custom Object: Service Record1:1 | Fully supported | |
| User / Technician | User1:1 | Fully supported | |
| Call / Note / Activity Log | Call / Note (engagement)1:1 | Fully supported | |
| Custom Property (field) | Custom Property1:1 | 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.
Fieldmagic gotchas
Site-Asset hierarchy is a mandatory import dependency
Checklist auto-attachment and completion data require separate handling
Salesforce custom objects and custom fields are not covered by standard import
Contract pricing links to invoicing require value-level mapping
Bulk API extraction is not publicly documented
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
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.
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.
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.
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.
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
Fieldmagic
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Fieldmagic 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
Fieldmagic: Not publicly documented.
Data volume sensitivity
Fieldmagic 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
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