Aurea CRM to HubSpot
Aurea CRM, formerly update.CRM, is a web CRM for sales, marketing and service. It has industry-specific editions and CRM.intelligence analytics.
Aurea CRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Company (Firm) and Person / Contact); 4 items need manual work and 3 do not move. Plan roughly 3-5 weeks for a small move and 10-18 weeks for a large one.
Migration checklist for Aurea 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
up to 25k records
CSV-based.
Mid migration
25k-250k records
Web service extraction.
Large migration
250k+ records
Heavy customisation and industry modules.
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 Aurea CRM: what you need to get in, what lands in HubSpot, and what will not.
SOAP and REST (CRM.webservices) plus an XML-based CRM.interface
A CRM username and password are used in the vendor's web services test client. Production auth setup is not confirmed.
Choose your route
How will you move the data?
No native connector was found.
- You need: A CRM username and password are used in the vendor's web services test client. Production auth setup is not confirmed.
- 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.
- Direct Export / Direct Export All buttons from lists, as CSV or XML. The buttons are hidden by default and must be enabled by an admin.
- Excel/PDF/XML reports and exports from CRM.web
- CRM.webservices SOAP/REST query methods, e.g. QueryCompany, which are customer-configured services
- CRM.interface XML query/import workflows
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: 10-18 weeks, usually phased.
Talk to a partnerWhere each object lands
In Aurea CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Company (Firm) | Companies | yes | Exportable by list export or by web service query. Field names vary by tenant configuration. |
| Person / Contact | Contacts | yes | Person records sit under companies, so the company-person link must be exported explicitly. |
| Opportunity / Sales project | Deals | partial | Object and pipeline names are tenant-configured, so map them after a schema review. |
| Activities (tasks, appointments, notes, history) | Notes, Calls, Meetings, Tasks, Emails | partial | Export coverage must be audited per record type. Association export is not confirmed. |
| Users / owners | Contacts (owner property) | manual | Map users to HubSpot users by email. |
| Service requests | Tickets | partial | A service module exists. Its export path is not confirmed. |
| Documents | Files | manual | Export path unconfirmed. |
What to expect
These are not exportable as HubSpot workflows and must be rebuilt.
The role model differs from HubSpot's, so it must be redesigned.
They run on a separate analytics product and must be rebuilt as HubSpot reports.
Pipeline definitions are configured per tenant.
Aurea's logic is not portable.
List exports are per record type, so linked records need separate exports with keys.
The export buttons are hidden by default, and web services must be set up by an admin.
Export the parent record IDs and import them as HubSpot associations or keys.
Use CSV exports for small volumes and the web services for large ones.
Set Deny Access on the unused array fields before exporting.
Confirm with the Aurea admin that web services are enabled for the tenant.
Page the queries.
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 and web services are backed by Aurea docs. Object mapping to HubSpot, auth details, rate limits, residency and certifications rest on category-level knowledge. One review site claims there is no API, which conflicts with the vendor docs.
Sources
Related migrations
Frequently asked questions
How do I migrate Aurea CRM to HubSpot?
1. Confirm the Aurea CRM version and whether it is hosted or on-prem. 2. Ask the admin to enable the web services endpoint, or the Direct Export buttons. 3. Inventory the Company, Person, opportunity and activity types in the tenant configuration. 4. List the array fields and the Deny Access settings that affect export columns.
What data can move from Aurea CRM to HubSpot?
These objects move directly: Company (Firm) and Person / Contact. Check the mapping table for partial and manual items.
What does not move from Aurea CRM to HubSpot?
Workflows, automation and campaign designer logic, Permissions and access rights and CRM.intelligence reports and dashboards. Plan to rebuild or retire these.
How long does a Aurea CRM to HubSpot migration take?
Small (up to 25k records): 3-5 weeks. Mid (25k-250k records): 6-10 weeks. Large (250k+ records): 10-18 weeks. These are planning estimates, not a quote.
What access do I need to export from Aurea CRM?
A CRM username and password are used in the vendor's web services test client. Production auth setup is not confirmed.
What compliance issues apply when moving Aurea CRM data?
Check: Possible life sciences and financial services data, because Aurea markets industry editions for them. Agree consent, retention and access rules before exporting.
Moving Aurea CRM into HubSpot?
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