FieldAssist to HubSpot
<cite index="7-6">AI-powered sales force automation and distribution management platform for FMCG and CPG businesses, covering route-to-market operations.</cite>
FieldAssist data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 4 items need manual work and 3 do not move. Plan roughly 4-8 weeks for a small move and 14-26 weeks for a large one.
Migration checklist for FieldAssist
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 doneDuring
0 of 6 doneAfter
0 of 6 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
<50k outlets and transactions
Master data and deals only.
Mid migration
50k-500k
Includes visits history and custom objects.
Large migration
>500k with multiple distributors
Heavy ERP/DMS integration and phased rollout.
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 FieldAssist: what you need to get in, what lands in HubSpot, and what will not.
REST (versioned endpoints with incremental, ID- or epoch-based paging, typically 100 records per call)
Tenant-specific API host and token or credentials issued by FieldAssist; details not publicly documented.
Choose your route
How will you move the data?
No native connector was found.
- You need: Tenant-specific API host and token or credentials issued by FieldAssist; details not publicly documented.
- 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.
- REST API endpoints for master data (employees, positions, beat mappings), sales/stock/visit data and retailer collections
- FTP file-based integration mentioned by the vendor
- Standard operational reports and dashboards (CSV export not confirmed)
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: 14-26 weeks, usually phased.
Talk to a partnerWhere each object lands
In FieldAssist
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Retailers/outlets (customer master) | Companies | partial | Outlet and partner masters exist in FieldAssist; the exact API endpoint for outlet export is unconfirmed. |
| Employees/users and positions | Contacts | partial | Employee and position endpoints exist. HubSpot owners must be created as users and mapped manually. |
| Orders, invoices and collections | Deals | partial | Collection, DMS invoice and order-vs-invoice endpoints exist. Mapping to deals or line items is a design choice. |
| Visits/attendance (productive and non-productive calls) | Meetings | partial | Visit data is available through the stockAndSales endpoints. Import as Meetings or Notes via the HubSpot API. |
| SKU/product master | Products | partial | The vendor lists SKU and partner masters; the export path is unconfirmed. |
| Leads | Contacts | manual | Lead tracking is listed as a feature; the export method is unknown. |
What to expect
No export of configuration was found; these must be rebuilt in HubSpot.
Permissions have no HubSpot equivalent and are rebuilt as teams and permission sets.
HubSpot Sales Hub has no equivalent field-execution app.
Docs are tenant-hosted and public auth details are absent.
FieldAssist is not built around a sales pipeline.
Reports are not portable.
No documented association export was found.
Confirm scope; consider keeping FieldAssist for field execution and syncing it to HubSpot.
Rely on the vendor's API help pages and get written confirmation of access.
Build a checkpointed extraction script and reconcile counts.
Audit each object's coverage against the UI before cutover.
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.
FieldAssist is an FMCG/CPG sales force automation and distributor management platform, not a horizontal CRM. Its vendor API help pages list endpoints, but I found no HubSpot connector, no public auth or rate-limit docs, and no export documentation. Object mapping to HubSpot is analyst inference. One third-party listing says there is no API, which conflicts with the vendor's own pages.
Sources
Related migrations
Frequently asked questions
How do I migrate FieldAssist to HubSpot?
1. Ask FieldAssist for API credentials, tenant API host and the current endpoint help page. 2. Inventory the modules in use (SFA, DMS, retail execution, collections). 3. List the master data objects: outlets, SKUs, employees, positions and distributors. 4. Decide the HubSpot object mapping, with custom objects for outlets or visits if needed.
What does not move from FieldAssist to HubSpot?
Automation, workflows, beat/route plans and approval logic, Role-based permissions and Mobile offline field execution (retail audits, photos). Plan to rebuild or retire these.
How long does a FieldAssist to HubSpot migration take?
Small (<50k outlets and transactions): 4-8 weeks. Mid (50k-500k): 8-14 weeks. Large (>500k with multiple distributors): 14-26 weeks. These are planning estimates, not a quote.
What access do I need to export from FieldAssist?
Tenant-specific API host and token or credentials issued by FieldAssist; details not publicly documented.
What compliance issues apply when moving FieldAssist data?
Check: Employee attendance and geolocation data and Payment/collection data. Agree consent, retention and access rules before exporting.
Moving FieldAssist into HubSpot?
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