CRM migration
Field-level mapping, validation, and rollback between Powered Now and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Powered Now
Source
HubSpot
Destination
Compatibility
12 of 12
objects map 1:1 between Powered Now and HubSpot.
Complexity
BStandard
Timeline
48–72 hours
Overview
Powered Now is job management software built for UK plumbers, electricians, and gas engineers — it handles quoting, invoicing, scheduling, and Making Tax Digital compliance in one app. HubSpot is a full CRM platform that covers contact management, deal pipelines, marketing automation, and service tickets across multiple hubs. The migration maps Powered Now clients and contacts to HubSpot Companies and Contacts, jobs to Deals (with pipeline stages preserving work-order status), quotes to Deal line items, and certificates to custom properties or attachments. User and team member records resolve by email to HubSpot Owners. We carry over all standard objects, custom properties, activity history (calls, emails, notes), and attachments via API. Workflows, automations, Making Tax Digital configurations, and third-party integrations do not migrate — those require manual rebuild inside HubSpot. The migration uses scoped read access on Powered Now during cutover with a 24–48 hour delta pickup window so no in-flight jobs are lost. Test migration with field-level diff runs before full commit.
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 Powered Now 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.
Powered Now
Client
HubSpot
Company
1:1Powered Now Clients map directly to HubSpot Companies. Client address, postcode lookup, and custom address fields migrate as Company properties. Parent-child client hierarchies map to HubSpot's parent company relationship if present in Powered Now.
Powered Now
Contact
HubSpot
Contact
1:1Powered Now Contact records map 1:1 to HubSpot Contacts. Primary client link resolves to Company association. Multiple contacts per client maintain individual email, phone, and role fields inside HubSpot's contact model.
Powered Now
Job
HubSpot
Deal
1:1Powered Now Jobs map to HubSpot Deals with pipeline stages reflecting job status (Quoted, Scheduled, In Progress, Completed, Invoiced). Job details, notes, and attachments migrate as Deal properties and Files attached to the Deal record.
Powered Now
Quote
HubSpot
Deal + Line Item
1:1Powered Now Quotes become HubSpot Deals with line items representing individual quote lines. Quote totals and tax calculations map to Deal Amount and Line Item price fields. Custom quote templates are not migratable — we preserve quote data and you rebuild templates in HubSpot.
Powered Now
Invoice
HubSpot
Deal + Line Item + Custom Property
1:1Invoices migrate as Deal records with invoice status tracked in a custom property (Paid, Outstanding, Overdue). Invoice line items become HubSpot Line Items. Paid status and payment date preserved as custom fields. HubSpot has no native invoice generation — QuickBooks or a third-party connector handles invoicing post-migration.
Powered Now
Diary / Schedule Entry
HubSpot
Task + Event
1:1Powered Now diary entries with assigned engineers and time slots map to HubSpot Tasks (checklist items per job) and Events (calendar appointments). Original timestamps and assigned user preserved. HubSpot's calendar sync requires manual setup per user after migration.
Powered Now
Certificate
HubSpot
Custom Object + Attachment
1:1Trade certificates (gas safety, electrical testing) migrate as a custom Certificate object related to Deals, with the PDF attached via HubSpot Files. Certificate type, expiry date, and status become custom properties on the Certificate object. A rebuild of certificate issuance workflows in HubSpot Operations Hub is required.
Powered Now
Purchase Order
HubSpot
Custom Property on Deal
1:1Powered Now purchase orders attached to jobs map as custom properties on the corresponding HubSpot Deal (PO number, supplier, order total). Supplier invoice data migrates as text or JSON in a custom long-text field for reference — HubSpot does not have a native PO module.
Powered Now
Custom Forms
HubSpot
Custom Properties + Attachment
1:1Powered Now custom form submissions and checklist data migrate as custom properties on the Deal or as attached files. Form schema (field names, types) is documented in the migration plan so you can recreate forms in HubSpot's native form builder or Operations Hub.
Powered Now
User / Team Member
HubSpot
User (Owner)
1:1Powered Now users resolve by email match to HubSpot Users. Role (Engineer, Admin, Manager) maps to a custom Owner_Role__c picklist on the User record for reporting. Unmatched users are flagged before migration so you can create HubSpot seats first.
Powered Now
Client Property (custom fields)
HubSpot
Company Custom Properties
1:1Powered Now custom client fields (trade type, insurance expiry, VAT number) migrate as HubSpot Company custom properties with matching field types. Pick-list values require value-by-value mapping; text and number fields migrate directly.
Powered Now
What3Words Address
HubSpot
Custom Property on Company
1:1Powered Now's What3Words integration provides precise location codes for jobsite access. This value migrates as a custom text property (w3w_location__c) on the HubSpot Company record. No native What3Words field in HubSpot — the custom property keeps the data accessible to your team.
| Powered Now | HubSpot | Compatibility | |
|---|---|---|---|
| Client | Company1:1 | Fully supported | |
| Contact | Contact1:1 | Fully supported | |
| Job | Deal1:1 | Fully supported | |
| Quote | Deal + Line Item1:1 | Fully supported | |
| Invoice | Deal + Line Item + Custom Property1:1 | Fully supported | |
| Diary / Schedule Entry | Task + Event1:1 | Fully supported | |
| Certificate | Custom Object + Attachment1:1 | Fully supported | |
| Purchase Order | Custom Property on Deal1:1 | Fully supported | |
| Custom Forms | Custom Properties + Attachment1:1 | Fully supported | |
| User / Team Member | User (Owner)1:1 | Fully supported | |
| Client Property (custom fields) | Company Custom Properties1:1 | Fully supported | |
| What3Words Address | Custom Property on Company1:1 | 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.
Powered Now gotchas
No public REST API means migration requires reverse-engineered data access
Certificate expiry dates require manual re-validation post-migration
Making Tax Digital data is tied to the Powered Now MTD-compliant invoice format
Attachment blobs export as raw files without a relational manifest
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 Powered Now data and map to HubSpot schema
FlitStack AI reads your Powered Now data via API export and inventories all clients, contacts, jobs, quotes, invoices, certificates, and custom fields. We build a field-level mapping document that identifies direct matches, custom property requirements, value-mapping needed for status pick-lists, and any data that cannot map to HubSpot's native objects. You review and approve the mapping before extraction begins.
Set up HubSpot custom properties and pipelines
Before data lands, we provide a setup checklist for your HubSpot portal: create the custom properties for VAT numbers, What3Words locations, certificate data, invoice status, and owner roles; configure Deal pipelines matching Powered Now job statuses (Quoted, Scheduled, In Progress, Completed, Invoiced); and create the Certificate custom object if you have regulatory certificate data to preserve. This runs in parallel with data extraction.
Resolve owners and create HubSpot user seats
Powered Now users and engineers are matched by email to HubSpot Users (Owners). We run a pre-flight check: any Powered Now user without a HubSpot seat is flagged so your admin can create the account before migration. Unmatched owners default to a fallback HubSpot user or queue for manual assignment post-migration. No Deal or Contact lands without a resolved OwnerId.
Run test migration on a sample slice
A representative sample (typically 100–500 records spanning clients, contacts, jobs, and activities) migrates first. We generate a field-level diff report showing every mapped field, its source value, and its destination value. You verify job status mapping, certificate data placement, owner resolution, and attachment linking before the full run commits. Adjustments to the mapping plan happen here.
Full migration with delta-pickup cutover window
The full dataset loads into HubSpot using sequenced writes (Companies first, then Contacts, then Deals with line items, then Engagements and Files). A 24–48 hour delta-pickup window runs after the main load, capturing any Powered Now records modified during cutover. An audit log records every insert and update. One-click rollback reverts the HubSpot portal to its pre-migration state if reconciliation identifies critical mismatches.
Platform deep dives
Powered Now
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 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 Powered Now and HubSpot.
Object compatibility
2 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
Powered Now: Not applicable..
Data volume sensitivity
Powered Now 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
Answers to the questions buyers ask most during Powered Now to HubSpot migration scoping. Not seeing yours? Book a call.
Walk through your Powered Now to HubSpot migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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