Migrate from Resco – Mobility & Productivity to HubSpot

Resco Account records map 1:1 to HubSpot Companies. Resco's parent-account hierarchy maps to HubSpot's parent-company association. Address fields, industry, employee count, and annual revenue carry over directly. Resco's custom account properties migrate as HubSpot custom properties on the Company object.

Resco Contact records map directly to HubSpot Contacts. Name, email, phone, job title, address fields, and ownership transfer as HubSpot properties. Resco's contact-to-account association becomes HubSpot's primary company association on the contact record. Multi-address contacts collapse to HubSpot's single address property set.

Resco activity logs (calls logged, emails tracked, tasks completed in the field) become HubSpot Engagements. Call logs from Resco map to HubSpot calls with the original timestamp and duration preserved. Email activities map to HubSpot emails. Resco task records become HubSpot tasks linked to the parent Contact or Company.

Resco inspection records and questionnaire responses require mapping to either HubSpot Tickets (for support-oriented inspections) or a Custom Object (for structured inspection schemas with logic-driven fields). FlitStack evaluates the Resco inspection entity structure and maps each question field to a corresponding HubSpot custom property. Photo attachments, digital signatures, and barcode scans re-upload to HubSpot Files linked to the inspection record.

Resco work orders and booking records map to HubSpot Tickets if the workflow is service-oriented, or to a Custom Object if the organization tracks field work orders as a separate operational record. The mapping preserves work order status, assigned technician (resolved by email to HubSpot owner), location, and scheduling fields.

Resco asset records (equipment, devices, or customer assets tracked in the field) migrate to a HubSpot Custom Object. Asset-to-account and asset-to-contact associations map as custom object associations in HubSpot. Asset maintenance history becomes a custom timeline or association log within the custom object.

Resco route plans and location tracking records (GPS traces, geofence events, Mobile Auditing entries) migrate as a Custom Object in HubSpot. Each route plan record links to the assigned technician Contact and the target Account or Inspection record. Raw GPS data is stored as a custom property or linked file for reference.

Resco custom entities built in Woodford map 1:1 to HubSpot Custom Objects. Each Woodford field type is evaluated against HubSpot property types — text fields, number fields, date fields, and pick-lists translate to their HubSpot equivalents. N:N relationships between custom entities become HubSpot custom object associations.

Resco owner records resolve by email match against HubSpot Users. Unmatched owners are flagged before migration — your team either creates the HubSpot user account first or assigns their records to a fallback HubSpot owner. Owner name and email carry over; Resco-specific role assignments are noted for HubSpot permission rebuilding.

Resco location tracking records (Mobile Auditing entity) migrate as a Custom Object capturing timestamped GPS coordinates, location source, and linked entity references. Geofence events become custom properties or associated records. This data is preserved for historical reporting but requires HubSpot custom reporting setup to visualize.

Resco file attachments (photos, PDFs, inspection reports, digital signatures) re-upload to HubSpot Files and linked to the parent record (Contact, Company, Ticket, or Custom Object). Resco stores documents in the underlying CRM's document storage — file size limits and format compatibility are validated during the migration.

Resco's Woodford configuration (mobile app layouts, form logic, sync filters, field-level permissions) has no equivalent in HubSpot. The configuration must be redesigned in HubSpot's native mobile app builder or through a custom implementation. FlitStack exports the Woodford configuration as a reference PDF for your HubSpot implementation team.