Firmao to HubSpot
Firmao is a cloud CRM and business management suite covering sales, invoicing, offers and orders, warehouse, tasks and projects, customer service and reports.
Firmao data can move into HubSpot, landing mainly in Sales Hub. 1 of 8 mapped objects move directly (Tasks); 4 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Firmao
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
up to 10k
Contacts, companies and deals only.
Mid migration
10k-100k
Adds activities, offers and some automations.
Large migration
100k+
Adds projects and invoices as custom objects, plus extensive rebuilds.
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 Firmao: what you need to get in, what lands in HubSpot, and what will not.
REST/JSON API (GET and POST, standard HTTP codes)
API login and password from Company settings > Integrations > API > Enable API.
Admin access to company settings to enable the API.
Choose your route
How will you move the data?
No native connector was found.
- You need: API login and password from Company settings > Integrations > API > Enable API.
- Permission: Admin access to company settings to enable the API.
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 GET endpoints, for example projects, tasks and offers
- PDF downloads of invoices and offers/orders via API
- EDI++ file export/import, listed under the Supreme plan's integration features
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 Firmao
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contractors/companies (customers) | Companies | partial | The API creates and reads contractor data. Field-level mapping needs to be confirmed against the API docs. |
| Contacts | Contacts | partial | Contacts are covered by the CRM module. The exact endpoint name was not verified. |
| Transactions/sales | Deals | partial | The API includes adding transactions. Pipeline and stage mapping is not documented in what I found. |
| Tasks | Tasks | yes | Tasks can be listed through the API. |
| Offers/quotes | Quotes | partial | Offers can be created through the API and offer PDFs can be downloaded. Quote line items need to be rebuilt. |
| Projects | Custom objects | manual | HubSpot has no native project equivalent. Projects are readable through the API. |
| Invoices | Custom objects | manual | Invoices are available as API data and PDFs. They could go to a custom object or be attached as Files. |
| Notes/calls/emails/meetings (activities) | Notes | manual | Activity export coverage was not documented. Audit it before committing to scope. |
What to expect
These are not exposed in the documented API, so they have to be rebuilt in HubSpot.
No export path was found, so they have to be rebuilt in HubSpot.
No export path was found, so they have to be rebuilt in HubSpot.
Owner IDs from the API need to be matched to HubSpot users by email.
Create them in HubSpot before the deal import.
Check that links between contacts, companies, deals and activities survive export.
HubSpot has no matching modules, so decide whether to archive or use custom objects.
Export activities with their parent IDs and import them with explicit associations.
Ask Firmao support for the API spec and limits. Test the export on a sample.
Confirm the account's plan entitlement before planning an API-based extract.
Create custom properties before import.
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.
The REST API and its enablement steps are documented, but I found no vendor docs on bulk export, rate limits, object field lists or HubSpot-specific mapping. Those sections rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Firmao to HubSpot?
1. Confirm the Firmao plan includes API access and EDI++ export. 2. Enable the API under Company settings > Integrations and record the API login and password. 3. Download the API documentation and list the endpoints for contractors, contacts, transactions, tasks and offers. 4. Inventory pipelines, stages, custom fields and users.
What data can move from Firmao to HubSpot?
These objects move directly: Tasks. Check the mapping table for partial and manual items.
What does not move from Firmao to HubSpot?
Automations and workflows, User permissions and roles and Reports and dashboards. Plan to rebuild or retire these.
How long does a Firmao to HubSpot migration take?
Small (up to 10k): 2-4 weeks. Mid (10k-100k): 4-8 weeks. Large (100k+): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Firmao?
API login and password from Company settings > Integrations > API > Enable API. Admin access to company settings to enable the API.
What compliance issues apply when moving Firmao data?
Check: Financial records (invoices) and Employee/timesheet data. Agree consent, retention and access rules before exporting.
Moving Firmao 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