ForceManager to HubSpot
Mobile-first sales CRM for field sales teams, now marketed as Sage Sales Management.
ForceManager data can move into HubSpot, landing mainly in Sales Hub. 3 of 6 mapped objects move directly (Accounts, Contacts and Opportunities); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for ForceManager
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<10k records
CSV-based move.
Mid migration
10k-100k records
API activity extraction plus automation rebuild.
Large migration
>100k records
Multi-team permissions, ERP integrations, heavy activity history.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves ForceManager: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON)
FM public/private key pair for the API user
Choose your route
How will you move the data?
No native connector was found.
- You need: FM public/private key pair for the API user
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Web list 'Export Excel' with selectable fields and filters (all plans)
- Import & Export menu for Accounts, Contacts, Opportunities, Users and other tables, with large exports emailed
- CSV export of main entities
- REST API with paginated list reads and a 'q' query filter
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In ForceManager
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Accounts | Companies | yes | Export via the Import & Export menu or the API 'companies' endpoint. |
| Contacts | Contacts | yes | Export via the Import & Export menu or the API. |
| Opportunities | Deals | yes | Listed as an exportable section; pipeline and stage mapping must be built in HubSpot. |
| Users | Contacts | manual | Users export exists. Owners must be created as HubSpot users and mapped by email. |
| Activities (visits, calls, tasks, notes) | Notes | partial | Export coverage and association export not confirmed. Audit via the API, then map to Notes, Calls, Meetings and Tasks. |
| Attachments | Files | partial | The Import & Export menu offers an attachment download; association back to records is manual. |
What to expect
No export mechanism found; these must be rebuilt in HubSpot.
Configuration is not part of the data exports found.
Not exportable.
Must be redesigned for HubSpot.
Not exportable.
Needs a field-by-field mapping.
Pull activities and relation IDs via the API and test association coverage on a sample.
Page requests, throttle, and run extractions off-peak.
Include ID fields in every export and use them as keys for association imports.
Confirm the API version and contact your account manager.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Export paths (Excel/CSV, REST API) are backed by vendor help articles. The vendor rename to Sage Sales Management rests on a third-party listing. Rate limits, auth details beyond the HMAC headers, activity export coverage and HubSpot-side mapping were not verified.
Sources
Related migrations
Frequently asked questions
How do I migrate ForceManager to HubSpot?
1. Inventory the entities in the Import & Export menu (Accounts, Contacts, Opportunities, Users). 2. Request API public/private keys and check the plan includes API access. 3. List custom fields, pipelines and stages for mapping to HubSpot properties. 4. Audit which activity types exist and whether the exports include them.
What data can move from ForceManager to HubSpot?
These objects move directly: Accounts, Contacts and Opportunities. Check the mapping table for partial and manual items.
What does not move from ForceManager to HubSpot?
Automations and workflows and Permissions, team hierarchy and reports/dashboards. Plan to rebuild or retire these.
How long does a ForceManager to HubSpot migration take?
Small (<10k records): 2-4 weeks. Mid (10k-100k records): 4-8 weeks. Large (>100k records): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from ForceManager?
FM public/private key pair for the API user
What compliance issues apply when moving ForceManager data?
Check: Check for sensitive data in free-text notes and Check for geolocation data on field reps. Agree consent, retention and access rules before exporting.
Moving ForceManager into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner