Farvision ERP to HubSpot
Cloud real estate and construction ERP covering projects, sales and CRM, finance, procurement, inventory and HR.
Farvision ERP data can move into HubSpot, landing mainly in Sales Hub. 0 of 8 mapped objects move directly; 4 items need manual work and 3 do not move. Plan roughly 3-5 weeks for a small move and 10-16 weeks for a large one.
Migration checklist for Farvision ERP
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 contacts
Flat-file import.
Mid migration
10k-100k contacts
Custom objects and a pilot extract.
Large migration
>100k contacts across multiple projects
Ongoing integration and a 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 Farvision ERP: what you need to get in, what lands in HubSpot, and what will not.
Unknown. Ask the vendor or the customer's Farvision admin for API credentials or a DB or report export.
Choose your route
How will you move the data?
No native connector was found.
- You need: Unknown. Ask the vendor or the customer's Farvision admin for API credentials or a DB or report export.
- 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.
- Vendor site claims the platform is 100% API-based, but no public docs were found
- Customisable reports and dashboards, which are likely exportable (unverified)
- Vendor-assisted data extract (assumed, unverified)
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: 10-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Farvision ERP
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads / enquiries (Sales & CRM) | Contacts | partial | The CRM module tracks leads and follow-ups. The export path and field names are unconfirmed. |
| Customers / buyers (post-booking) | Contacts | partial | Bookings and customer records exist in the CRM. The schema is unverified. |
| Channel partners / brokers / sellers | Companies | manual | Mapping is assumed and not documented. |
| Units / inventory / projects | Custom objects | manual | Projects and units are likely better held as Custom objects. Keep the ERP as system of record. |
| Bookings / sales pipeline | Deals | partial | The CRM manages sales pipelines. Stage and payment-plan detail is unverified. |
| Site visits / viewings and follow-ups | Meetings | manual | Activity export is unconfirmed. |
| Customer interactions / communications | Notes | partial | The vendor says the CRM tracks interactions. Export format is unknown. |
| Documents | Files | manual | The platform has document management, per a third-party listing. |
What to expect
Accounting stays in the ERP, in line with the scope note on trust and compliance.
Outside HubSpot's scope.
They must be rebuilt in HubSpot.
Sources conflict: the vendor says API-based, SaaSworthy says no API.
The ERP keeps finance and bookings, and HubSpot takes pre-sales and marketing.
HubSpot has no native property inventory object.
They are customised per customer.
Get written confirmation of the export method.
Run a pilot extract and reconcile counts.
Profile the schema first.
Set a unique ID and a sync direction.
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.
Product and CRM scope are confirmed by the vendor site. No public API docs, export docs or HubSpot connector were found. Sources conflict on whether an API exists. Object mapping and the checklist rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Farvision ERP to HubSpot?
1. Ask Gamut for the export or API method, docs and credentials. 2. Inventory the CRM modules in use: leads, bookings, units, brokers and follow-ups. 3. List custom fields and the ERP customer, booking and unit IDs. 4. Decide which objects stay in the ERP: finance, demand letters, collections.
What does not move from Farvision ERP to HubSpot?
Financial accounting ledgers, invoices, payment schedules, Construction, procurement, inventory and HR modules and Workflow automations and custom reports. Plan to rebuild or retire these.
How long does a Farvision ERP to HubSpot migration take?
Small (<10k contacts): 3-5 weeks. Mid (10k-100k contacts): 6-10 weeks. Large (>100k contacts across multiple projects): 10-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Farvision ERP?
Unknown. Ask the vendor or the customer's Farvision admin for API credentials or a DB or report export.
What compliance issues apply when moving Farvision ERP data?
Check: Financial/payment data and Government ID/KYC data. Agree consent, retention and access rules before exporting.
Moving Farvision ERP into HubSpot?
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