Migrate from Jobnimbus to HubSpot

JobNimbus contacts map directly to HubSpot contacts using email as the unique matching identifier. First name, last name, phone, job title, address, city, state, and zip transfer as HubSpot contact properties. All standard properties map one-to-one without transformation. This direct mapping ensures contact records remain intact and searchable in HubSpot after migration.

JobNimbus jobs are work-order records that transform to HubSpot deals. The job name becomes the deal name, amount transfers directly if pricing exists, and the job's primary contact links to the deal via HubSpot deal-contact association. Job status values map to HubSpot deal stage values through a value-mapping table. Secondary contacts create additional deal associations.

JobNimbus companies map directly to HubSpot companies. The company name becomes the company name in HubSpot, domain is preserved as the unique identifier for matching and deduplication, and industry, address, city, state, zip, and employee count fields transfer when present in the source record.

JobNimbus boards represent workflow stages for jobs, and FlitStack AI maps each board to a HubSpot deal pipeline. Board columns (status values) map to deal stage names within the pipeline. Teams using multiple boards create multiple HubSpot pipelines, preserving the full workflow structure from JobNimbus in HubSpot's pipeline configuration.

JobNimbus custom fields of type Date create HubSpot date properties. Internal field names are preserved as HubSpot property names, and existing field values transfer as HubSpot date values. The date format is normalized to ISO 8601 during migration to ensure compatibility with HubSpot's date handling.

JobNimbus custom fields of type Decimal and Number create HubSpot number properties. Numeric values transfer directly without transformation. Decimal precision is maintained during migration, with HubSpot storing the full precision value for decimal fields to preserve financial or measurement data accuracy.

JobNimbus custom fields of type Text create HubSpot single-line or multi-line text properties depending on content length. HubSpot's 500-character single-line text limit is enforced during migration — values exceeding this threshold are migrated to multi-line text properties to prevent data loss.

JobNimbus attachments (photos, documents, estimates) stored in job and contact records are downloaded and re-uploaded to HubSpot Files. Original attachment URLs are preserved in a custom field so files can be re-linked to records in HubSpot. This approach maintains the connection between files and their source records for future reference.

JobNimbus automations (field updates, status triggers, integration actions) have no direct HubSpot equivalent due to different logic models. We export automation definitions as a JSON reference document for manual rebuild in HubSpot's workflow tool. This export includes trigger conditions, action sequences, and any field update rules defined in JobNimbus.

JobNimbus suppliers map to HubSpot companies with a vendor type designation. Supplier contact information, addresses, and payment details transfer where available. This enables ongoing vendor and supplier management within HubSpot's company object model, allowing teams to track and manage all business relationships in one place.