Efficy CRM to HubSpot
European CRM covering sales, marketing, customer service and project/document management for organisations of all sizes.
Efficy CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 8 mapped objects move directly (Contacts (Cont), Companies (Comp) and Opportunities (Oppo)); 5 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 10-20 weeks for a large one.
Migration checklist for Efficy CRM
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
<20k records
CSV import for the core objects.
Mid migration
20k-250k records
Adds activities, documents and workflow rebuild.
Large migration
>250k records
API-based migration with multiple modules and permission redesign.
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 Efficy CRM: what you need to get in, what lands in HubSpot, and what will not.
Efficy Enterprise API (RPC-style batch calls), with a public API also listed by reviewers. REST/SOAP web services are mentioned by integrators.
An API key created in Efficy Designer, plus the tenant URL (e.g. company.efficy.cloud).
Choose your route
How will you move the data?
No native connector was found.
- You need: An API key created in Efficy Designer, plus the tenant URL (e.g. company.efficy.cloud).
- 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.
- Bulk CSV/XLSX export of lists and query results (G2 lists bulk data import/export tools)
- Scheduled CSV/XLSX/XML exports via (S)FTP (integrator-described)
- API extraction of entities such as companies, opportunities, documents, with detail datasets
- Vendor-assisted migration service with an export template
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: 10-20 weeks, usually phased.
Talk to a partnerWhere each object lands
In Efficy CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (Cont) | Contacts | yes | Export through CSV or API, then import with HubSpot's import tool. Dedupe is on email. |
| Companies (Comp) | Companies | yes | Dedupe on domain. Contact-company links need to be exported as a separate association file. |
| Opportunities (Oppo) | Deals | yes | Multi-pipeline support is listed, so map each pipeline and stage to HubSpot deal pipelines. |
| Activities: tasks, appointments, calls, notes | Tasks, Meetings, Calls, Notes | partial | Check that the export covers these activities, because I couldn't confirm it. Import via the HubSpot API or engagement imports. |
| Users | Owners (users) | manual | Create the users in HubSpot first, then map each Efficy user to a HubSpot owner by email. |
| Documents/attachments | Files | partial | Documents are stored with version control. Retrieve them via the API and upload to HubSpot, then associate them to records. |
| Products/quotes | Products, Quotes, Line items | partial | The product catalogue and quotes exist in Efficy. Opportunity-product links are available through the API. |
| Cases/tickets | Tickets | partial | The Service module has ticket management. Export format is unconfirmed. |
What to expect
Efficy lists a rules engine and workflows. These cannot be exported into HubSpot workflows and must be rebuilt.
Efficy role, group and access settings do not transfer to HubSpot permission sets.
Efficy queries, reports and dashboards are not portable and have to be rebuilt in HubSpot.
Rules do not export.
Efficy profile and category data needs flattening into properties.
Efficy queries and reports cannot be imported.
The export must be tested for links between contacts, companies, opportunities and documents.
Marketing and service assets are not data records.
Export each relation as a separate file with Efficy IDs and import associations explicitly.
Ask Efficy for API docs or use its migration service and export template.
Sample-test each activity type before the full run.
Clean duplicates in Efficy first and store the Efficy ID in a custom property.
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, API-key auth and import/export capability are supported by third-party and vendor-marketing sources. I found no official Efficy API or export documentation, and no HubSpot connector or Smart Transfer support for Efficy. Object mapping, limits and governance rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Efficy CRM to HubSpot?
1. Inventory Efficy entities, profiles/categories and custom fields in use. 2. Create an API key in Designer, or request a full export from Efficy. 3. Test export coverage for activities, documents and relations on a sample. 4. Map Efficy users to HubSpot owners and the Efficy pipelines to HubSpot deal pipelines.
What data can move from Efficy CRM to HubSpot?
These objects move directly: Contacts (Cont), Companies (Comp) and Opportunities (Oppo). Check the mapping table for partial and manual items.
What does not move from Efficy CRM to HubSpot?
Workflow automation and rules engine logic, Roles and permissions model and Reports and dashboards. Plan to rebuild or retire these.
How long does a Efficy CRM to HubSpot migration take?
Small (<20k records): 2-4 weeks. Mid (20k-250k records): 4-10 weeks. Large (>250k records): 10-20 weeks. These are planning estimates, not a quote.
What access do I need to export from Efficy CRM?
An API key created in Efficy Designer, plus the tenant URL (e.g. company.efficy.cloud).
Is there a native HubSpot connector for Efficy CRM?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving Efficy CRM data?
Check: EU GDPR applies, since the vendor is European, Documents may contain contractual or financial data and Health or minors data depends on the customer. Agree consent, retention and access rules before exporting.
Moving Efficy CRM into HubSpot?
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