CRM migration
Field-level mapping, validation, and rollback between Rent Manager and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Rent Manager
Source
HubSpot
Destination
Compatibility
12 of 12
objects map 1:1 between Rent Manager and HubSpot.
Complexity
BStandard
Timeline
48–72 hours
Overview
Rent Manager is property management software built around a Property → Unit → Tenant → Lease data model, with a built-in double-entry accounting module, 450+ financial reports, maintenance work order tracking, and a wizard-based customization layer for user-defined fields. HubSpot CRM has no native Property, Unit, or Lease object — it is a contact-and-deal management platform. FlitStack AI's migration carries Rent Manager Properties as HubSpot custom objects, Tenants and Owners as Contacts and Companies, Leases as Deals with custom fields for rent amount and lease term dates, and Work Orders as Tickets in a Service Hub pipeline. The accounting module (chart of accounts, charges, payments, GL entries) has no CRM equivalent and is disclosed as a non-migratable artifact. All user-defined fields and wizard-generated custom fields migrate as HubSpot custom properties. Owner and vendor records resolve by email to HubSpot Contacts and Companies. The migration uses Rent Manager's open API for read access, validates against a field-level diff, and captures a delta window during cutover.
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 Rent Manager 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.
Rent Manager
Property / Building
HubSpot
Custom Object: Property
1:1Rent Manager's Property entity (name, address, type, status) has no HubSpot standard equivalent. FlitStack creates a HubSpot custom object named 'Property' with custom properties for address, type, unit count, and manager assignment. Property-to-Unit is a one-to-many association represented as a custom property on each Unit custom object.
Rent Manager
Unit
HubSpot
Custom Object: Unit
1:1Rent Manager's Unit entity (unit number, bedrooms, baths, sq ft, market rent) maps to a HubSpot custom object named 'Unit'. Each Unit record links to its parent Property via a lookup custom property (Property_ID__c). Unit status (occupied, vacant, under maintenance) becomes a custom pick-list field.
Rent Manager
Tenant / Prospect
HubSpot
Contact
1:1Rent Manager's Tenant (name, email, phone, move-in date, lease end date) maps directly to HubSpot Contact. Contact custom properties carry tenant-specific fields (move-in date, lease end date, unit assignment) that HubSpot's standard Contact fields do not cover natively. FlitStack maps these as custom date properties and a lookup to the Unit custom object for portfolio reporting. Tenant lifecycle stage derives from Rent Manager tenant status using value mapping.
Rent Manager
Owner (Landed)
HubSpot
Company
1:1Rent Manager's Owner records map to HubSpot Company since owners represent business entities. Owner portal access credentials (Rent Manager) do not migrate — they must be re-provisioned in HubSpot's portal or owner-facing tools separately. Owner-specific custom properties like ownership percentage and preferred payout method carry over as custom fields on the Company record. FlitStack resolves owner email to existing HubSpot Companies during migration.
Rent Manager
Vendor
HubSpot
Company
1:1Rent Manager's Vendor entity (vendor name, contact name, email, phone, category) maps to HubSpot Company. A vendor_category custom pick-list on the Company record preserves Rent Manager's vendor type classification. FlitStack matches vendors by email to HubSpot Companies. Any vendor-specific fields in Rent Manager become custom properties on the Company record. Post-migration vendor portal access and communication workflows must be rebuilt using HubSpot's contact management tools.
Rent Manager
Lease
HubSpot
Deal
1:1Rent Manager's Lease (lease start, end, rent amount, security deposit, status) maps to HubSpot Deal. The lease rent amount becomes Deal amount. Lease status (Active, Expired, Month-to-Month) maps to Deal stage via a custom pick-list. Historical leases (expired) migrate as closed-won Deals; active leases migrate as open pipeline Deals.
Rent Manager
Work Order
HubSpot
Ticket (Service Hub)
1:1Rent Manager's Work Order entity (category, priority, status, vendor assignment, cost, description) maps to HubSpot Ticket in a Service Hub pipeline. Work order category maps to Ticket pipeline stage. Priority, vendor, and cost become custom Ticket properties. Original timestamps and assigned technicians are preserved.
Rent Manager
User (Staff)
HubSpot
HubSpot User / Contact
1:1Rent Manager staff users (Property Manager, Accountant, Maintenance Coordinator) do not map to HubSpot CRM users directly because HubSpot user seats are licensed separately. Staff who manage tenant relationships are created as HubSpot Contacts for reference. Staff assigned as deal owners in Rent Manager are resolved by email match against HubSpot users.
Rent Manager
Rent Manager Accounting (Charges, Payments, GL Entries)
HubSpot
No Equivalent
1:1Rent Manager's double-entry accounting module (chart of accounts, rent charges, late fees, payment receipts, AP/AR, bank deposits) has no CRM equivalent in HubSpot. This data must remain in Rent Manager or be exported to a dedicated accounting platform. The Lease record's monetary amount and close date carry financial summary context into HubSpot.
Rent Manager
User Defined Fields (UDFs) / Wizard Entities
HubSpot
Custom Properties / Custom Objects
1:1Rent Manager's Wizard Designer and UDFs generate custom entity types and field definitions across any module. Each Rent Manager custom field becomes a HubSpot custom property on the appropriate object. Each custom entity type becomes a HubSpot custom object with the same association model.
Rent Manager
Rent Manager Add-Ons (Call Center, Custom Websites, rmVoIP)
HubSpot
No Equivalent
1:1Rent Manager's integrated call center (Anequim), custom websites, and VoIP integrations are third-party add-ons not stored in Rent Manager's core database. These integrations must be disconnected before migration and re-established with HubSpot-compatible alternatives post-migration. For call center functionality, teams typically deploy a HubSpot-compatible telephony partner post-migration. Custom website lead forms need to be reconfigured to push contacts into HubSpot. VoIP call logs require integration with HubSpot's engagement tracking.
Rent Manager
Attachment / Document
HubSpot
HubSpot File + Note
1:1Lease documents, tenant applications, property photos, and inspection reports stored as attachments in Rent Manager are downloaded and re-uploaded to HubSpot Files, then linked to the corresponding Contact, Company, Deal, or Ticket record. File size limits per HubSpot's attachment API apply.
| Rent Manager | HubSpot | Compatibility | |
|---|---|---|---|
| Property / Building | Custom Object: Property1:1 | Fully supported | |
| Unit | Custom Object: Unit1:1 | Fully supported | |
| Tenant / Prospect | Contact1:1 | Fully supported | |
| Owner (Landed) | Company1:1 | Fully supported | |
| Vendor | Company1:1 | Fully supported | |
| Lease | Deal1:1 | Fully supported | |
| Work Order | Ticket (Service Hub)1:1 | Fully supported | |
| User (Staff) | HubSpot User / Contact1:1 | Fully supported | |
| Rent Manager Accounting (Charges, Payments, GL Entries) | No Equivalent1:1 | Fully supported | |
| User Defined Fields (UDFs) / Wizard Entities | Custom Properties / Custom Objects1:1 | Fully supported | |
| Rent Manager Add-Ons (Call Center, Custom Websites, rmVoIP) | No Equivalent1:1 | Fully supported | |
| Attachment / Document | HubSpot File + Note1:1 | 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.
Rent Manager gotchas
Sensitive PII is encrypted at rest and requires elevated API scopes
Invoice/Payables bifurcation creates duplicate transaction lines
API is an add-on subscription not included in any bundle
Implementation fee is 2x monthly subscription cost
No free trial means migration decisions lack a test-before-commit option
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
Pre-migration audit and data extraction from Rent Manager API
FlitStack AI connects to Rent Manager's open API using read-only credentials (API access is an add-on on some bundle tiers — we verify availability during scoping). We extract all entities: Properties, Units, Tenants, Owners, Vendors, Leases, Work Orders, and any wizard-generated custom entities. We audit UDF coverage across all modules, identify duplicate records, flag missing email addresses (critical for owner and contact resolution), and document the Rent Manager entity relationship model. This audit produces the field mapping document that drives the entire migration.
HubSpot schema design and custom object creation
Based on the audit, FlitStack designs the HubSpot schema: custom objects for Property and Unit, custom properties on Contact and Deal for all Rent Manager fields that have no native HubSpot equivalent, custom pick-lists for lease status and unit status, and the Property-to-Unit lookup association. We create all custom objects and properties in HubSpot before any data loads. We also configure the Service Hub pipeline for work order migration if the team has or will add Service Hub. The schema plan is delivered for admin review before execution.
Owner and vendor email resolution to HubSpot Contacts and Companies
Rent Manager staff users, owner records, and vendor records that will serve as HubSpot Contacts or Companies are matched by email address against HubSpot's existing user list and contact database. Records without an email address are flagged and resolved manually — assigned to a placeholder contact or assigned a generated email address for review. This step ensures no Deal, Ticket, or Contact lands without an owner, and prevents orphaned records in HubSpot after migration.
Migrate in dependency order: Properties → Units → Contacts → Deals → Tickets
HubSpot requires a specific load order because of lookup dependencies: Property custom objects load first, then Unit custom objects (linked to Property by lookup), then Contacts and Companies (for Tenants, Owners, Vendors), then Deals (linked to Contacts and the Unit custom object), then Tickets. We run this sequence in a test migration first, validating that the lookup integrity holds and that all custom property values populate correctly. The Rent Manager accounting module is excluded from this load sequence and documented as out-of-scope.
Field-level diff validation on a representative sample
A representative slice of records — typically 100–500 spanning properties, tenants, leases, and work orders — migrates first in a dry run. FlitStack generates a field-level diff comparing source Rent Manager values against the migrated HubSpot values for every mapped field, including custom properties and custom object lookups. You review the diff and approve before the full migration commits. This catch step prevents bulk data-quality issues from reaching production HubSpot.
Full cutover with delta-pickup window and one-click rollback
The full migration runs against HubSpot, loading all validated records. A delta-pickup window (typically 24–48 hours) captures any Rent Manager records created or modified during the cutover window — new tenant applications, updated lease statuses, new work orders. FlitStack's audit log records every operation. If reconciliation fails or the field-level diff reveals unexpected divergence, one-click rollback reverts the HubSpot environment to its pre-migration state. After rollback, the team can re-clean the Rent Manager source data and restart the migration with a corrected mapping.
Platform deep dives
Rent Manager
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 Rent Manager 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
Rent Manager: Not publicly documented.
Data volume sensitivity
Rent Manager exposes a bulk API — large-volume migrations stream efficiently.
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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