Migrate from FieldPro to HubSpot

FieldPro field agents map directly to HubSpot contacts. Agent GPS-assignment history migrates as custom properties on the contact record. Owner resolution matches FieldPro agent emails to HubSpot user emails for sales-owner attribution. We store the original FieldPro agent ID as a custom property for future reference. If multiple FieldPro agents share the same email, we flag this for your admin to resolve before migration to prevent duplicate contacts.

Outlet-level contacts (store managers, buyers) map to HubSpot contacts with company association. Original outlet linkage preserved via a custom contact property pointing to the mapped HubSpot company record. This property uses the original FieldPro outlet ID to maintain the relationship. We also validate that each outlet contact has a corresponding company record in HubSpot; if not, we create the company before linking the contact.

FieldPro outlets map to HubSpot companies. Outlet classification (chain, independent, kiosk) migrates as a HubSpot custom property. GPS coordinates from FieldPro become custom latitude and longitude number properties on the HubSpot company. We also map the outlet's address fields (street, city, state, postal code, country) to the corresponding HubSpot company address properties. If FieldPro uses a separate address format, we transform it to HubSpot's standard address schema.

FieldPro routes have no HubSpot native equivalent. We create a route_id custom property on the contact object and a Route_Assignment__c custom property on relevant deals. Route-optimization parameters (sequence, day-of-week, visit frequency) are preserved as custom properties for rebuild reference. These properties store the original FieldPro route data in a structured format, allowing your team to reference the exact routing logic when designing HubSpot workflows or evaluating third-party route-optimization tools.

FieldPro visit logs with GPS check-in data transform to HubSpot meetings with original timestamps. Visit outcome (completed, skipped, rescheduled) becomes a custom pick-list property on the engagement. Notes attached to visits map to HubSpot notes with the visit-log body preserved.

FieldPro orders become HubSpot deals. Order products become HubSpot line items linked to the deal. Order totals, taxes, and payment status migrate as deal amount and custom properties. FieldPro order IDs are stored as Source_Order_ID__c on the deal. We also map the order date to the HubSpot deal's close date, and any order-level discounts are recorded as custom properties. If the order includes a shipping address, we link it to the associated HubSpot company record.

FieldPro products map to HubSpot products with name, SKU, and price. Products are available for line-item association in HubSpot deals. If FieldPro uses product variants, each variant maps to a separate HubSpot product record. We preserve the original FieldPro product ID as a custom property on each HubSpot product for traceability. Additionally, we map product categories to HubSpot product types if applicable, ensuring proper segmentation in reporting.

FieldPro allows custom fields per outlet (region, tier, pricing tier, outlet size). Each custom outlet field becomes a HubSpot company custom property with the same type — pick-list values map one-to-one, numeric values migrate as HubSpot number properties. We also handle date fields by converting them to HubSpot date properties. If a FieldPro custom field uses a dependency or conditional logic, we note this for manual configuration in HubSpot's property settings.

Agent-level custom fields in FieldPro (certification_status, vehicle_id, team_lead) migrate to HubSpot contact custom properties. Text fields become HubSpot single-line text, date fields become HubSpot date properties. We also map any numeric custom fields (e.g., agent performance scores) to HubSpot number properties. For pick-list fields, we ensure the exact same options exist in HubSpot; if not, we create them and flag any value mismatches for your admin.

FieldPro stores GPS coordinates for agents and outlets. These migrate as Lat_Location__c and Long_Location__c number properties on the relevant HubSpot records. Historical location history is preserved as a JSON-formatted custom property for reference. We also validate that latitude and longitude values are within valid ranges (e.g., -90 to 90 for latitude). Any invalid coordinates are flagged for your admin to correct before migration to prevent data quality issues in HubSpot.

FieldPro visit photos and attachments re-upload to HubSpot Files and are linked back to the corresponding contact or company record via file associations. File size limits (up to 250MB per HubSpot file) apply for large photo uploads. We also preserve the original file names and upload timestamps as custom properties on the HubSpot file record. If a file exceeds HubSpot's size limit, we split it into smaller segments and link them to the same record.

FieldPro user accounts (agents, supervisors, admins) map to HubSpot users by email match. Active agents become HubSpot sales users; supervisors map to sales managers or admin roles based on FieldPro role flags. Inactive FieldPro users are not provisioned in HubSpot.