CRM migration
Field-level mapping, validation, and rollback between m-savvy and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
m-savvy
Source
HubSpot
Destination
Compatibility
12 of 12
objects map 1:1 between m-savvy and HubSpot.
Complexity
BStandard
Timeline
48–72 hours
Overview
M-Savvy is a sales-focused CRM that organizes customer data around contacts, companies, and deals with basic pipeline stages. HubSpot extends this model with HubSpot's lifecycle stage property for contacts, multiple simultaneous deal pipelines with stage-level customization, and a unified object graph where contacts and companies associate freely without foreign-key constraints. FlitStack AI extracts M-Savvy records via the platform's API using the standard authentication model, maps each field to its HubSpot equivalent (or creates a custom HubSpot property when no native match exists), and loads data using HubSpot's bulk import API with validation. The migration carries contacts, companies, deals, and activity history (calls, emails, meetings, notes) with original timestamps and owner email matching to HubSpot user accounts. What does not migrate: M-Savvy workflow rules, automation sequences, email templates, custom reports, and any integration connections — those require manual rebuild inside HubSpot. We surface a complete field-mapping spreadsheet and custom-property creation checklist before the full migration runs so your team can verify every translation decision.
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 m-savvy 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.
m-savvy
Contact
HubSpot
Contact
1:1HubSpot contacts receive M-Savvy contact fields directly. The email address is the unique key for de-duplication. Owner is resolved by matching the M-Savvy owner email to an existing HubSpot user; unmatched owners are flagged for team assignment.
m-savvy
Company
HubSpot
Company
1:1M-Savvy company records map to HubSpot company records. Company name is the unique identifier. Parent-company relationships in M-Savvy map to HubSpot's parent company field if the parent company record is also migrated.
m-savvy
Deal / Opportunity
HubSpot
Deal
1:1M-Savvy deal records map to HubSpot deal records. Each deal links to a HubSpot pipeline. The deal amount, close date, and stage all transfer with their original values; stage values are mapped through the pipeline value-mapping table defined during planning.
m-savvy
Pipeline
HubSpot
HubSpot Pipeline
1:1If M-Savvy uses a single pipeline, it becomes one HubSpot pipeline. If M-Savvy has multiple named pipelines, each one maps to a separate HubSpot pipeline so stage pick-list values are scoped independently.
m-savvy
Pipeline Stage
HubSpot
Deal Stage (per Pipeline)
1:1Stage names are mapped value-by-value from M-Savvy stages to HubSpot stage names within the destination pipeline. Probability percentages are applied per stage based on HubSpot's stage configuration defaults, then adjusted if the team provides their own forecast probabilities.
m-savvy
Activity (Call)
HubSpot
Engagement (Call)
1:1M-Savvy call logs migrate as HubSpot engagements of type 'call.' Original timestamps, call duration, and owner are preserved. Notes attached to the call are stored in the engagement's body text.
m-savvy
Activity (Email)
HubSpot
Engagement (Email)
1:1M-Savvy email activity migrates as HubSpot engagements of type 'email.' Subject line, body content (plain text), timestamp, and owner transfer. Rich HTML email bodies are simplified to text for HubSpot's engagement model.
m-savvy
Activity (Meeting / Event)
HubSpot
Engagement (Meeting)
1:1M-Savvy meeting records migrate as HubSpot engagements of type 'meeting.' Start and end timestamps, title, location, and owner transfer. Attendee associations are stored as notes on the engagement.
m-savvy
Note / Attachment
HubSpot
Engagement Note / HubSpot File
1:1M-Savvy notes migrate as HubSpot engagement notes. File attachments are downloaded and re-uploaded to HubSpot Files, then associated with the corresponding contact, company, or deal record. File size limits follow HubSpot's 25MB per-file ceiling.
m-savvy
Custom Field / Property
HubSpot
HubSpot Custom Property
1:1Every M-Savvy custom field that has no native HubSpot equivalent is created as a HubSpot custom property before migration. Property type is matched (dropdown → picklist, number → number, date → date). M-Savvy pick-list values are recreated as HubSpot picklist options in the same order.
m-savvy
Workflow / Automation Rule
HubSpot
None
1:1M-Savvy workflow rules do not migrate. We export the rule definitions (trigger conditions, action steps, filter logic) as a JSON reference file so your HubSpot admin can rebuild equivalent automations in HubSpot's workflow builder. This is outside the data migration scope.
m-savvy
Report / Dashboard
HubSpot
None
1:1M-Savvy custom reports and dashboards are not migrated. The underlying data (contacts, deals, activities) is available in HubSpot for report rebuilding. We provide a record-count and field inventory summary to help your team scope the report rebuild effort.
| m-savvy | HubSpot | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Deal / Opportunity | Deal1:1 | Fully supported | |
| Pipeline | HubSpot Pipeline1:1 | Fully supported | |
| Pipeline Stage | Deal Stage (per Pipeline)1:1 | Fully supported | |
| Activity (Call) | Engagement (Call)1:1 | Fully supported | |
| Activity (Email) | Engagement (Email)1:1 | Fully supported | |
| Activity (Meeting / Event) | Engagement (Meeting)1:1 | Fully supported | |
| Note / Attachment | Engagement Note / HubSpot File1:1 | Fully supported | |
| Custom Field / Property | HubSpot Custom Property1:1 | Fully supported | |
| Workflow / Automation Rule | None1:1 | Fully supported | |
| Report / Dashboard | None1:1 | 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.
m-savvy gotchas
Custom object schemas require manual discovery before migration
Plan tier restrictions limit exportable record volumes
Attachment files are not embedded in record exports
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
Audit M-Savvy data model and export field inventory
FlitStack AI connects to M-Savvy via API using the provided credentials and exports a full field inventory: object names, field labels, field types, pick-list values, and record counts per object. This inventory becomes the basis for the field-mapping spreadsheet. We flag M-Savvy custom fields, multi-value fields, and any fields with data-type mismatches against HubSpot's supported types.
Define HubSpot schema and custom property creation plan
Using the field inventory, FlitStack AI produces a HubSpot custom property creation checklist: property name, object (contact/company/deal), type, and pick-list options. Your HubSpot admin creates these properties before the migration run. We also identify which M-Savvy pipelines map to which HubSpot pipelines and produce the stage-value mapping table.
Run sample migration with field-level diff
A representative slice of 100–500 records (contacts, companies, deals, and a few activities) migrates into HubSpot. FlitStack AI generates a field-level diff comparing source values to destination values for every mapped field. You verify that custom property names are correct, stage values landed in the right HubSpot pipeline stages, and owner resolution produced expected results. No records commit permanently until you approve the diff.
Execute full migration with delta-pickup cutover
The full record set migrates using HubSpot's bulk import API with validation at each batch. A delta-pickup window of 24–48 hours captures any M-Savvy records created or modified during the migration run. All operations are logged in an audit trail. If reconciliation identifies missing or duplicate records, a targeted re-migration pass corrects them before the audit is signed off.
Deliver reconciliation report and workflow export package
FlitStack AI produces a final reconciliation report: record counts by object, duplicates detected, records without owner matches, and custom property coverage. We deliver the M-Savvy workflow definitions as a JSON export and the field-mapping spreadsheet marked with final values. Your team has everything needed to complete HubSpot onboarding independently.
Platform deep dives
m-savvy
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 3 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 m-savvy and HubSpot.
Object compatibility
3 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
m-savvy: Not publicly documented.
Data volume sensitivity
m-savvy 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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