Jetpack CRM to HubSpot
Jetpack CRM is a WordPress-native CRM plugin, originally Zero BS CRM, that handles contacts, companies, quotes, invoices, transactions and tasks.
Jetpack CRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Contacts and Companies (B2B module)); 4 items need manual work and 3 do not move. Plan roughly 1-2 weeks for a small move and 6-12 weeks for a large one.
Migration checklist for Jetpack 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
<5k contacts
CSV-led import with few custom objects.
Mid migration
5k-50k contacts
Needs API association pulls and transaction mapping.
Large migration
>50k contacts, multiple sites
Custom scripts, activity gaps and workflow 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 Jetpack CRM: what you need to get in, what lands in HubSpot, and what will not.
REST-style API (v2.0) at /zbs_api/ on the WordPress site
API key and secret generated in the CRM admin; the pair grants read and write access.
WordPress/CRM admin access to generate API keys and run exports (assumed, not explicitly sourced).
Choose your route
How will you move the data?
No native connector was found.
- You need: API key and secret generated in the CRM admin; the pair grants read and write access.
- Permission: WordPress/CRM admin access to generate API keys and run exports (assumed, not explicitly sourced).
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.
- Contacts CSV export (Contacts > Export or bulk action), with tags as a pipe-separated list
- Companies CSV export (bulk action)
- Transactions CSV export
- API: customers list with optional tags, invoices, quotes and transactions included
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: 6-12 weeks, usually phased.
Talk to a partnerWhere each object lands
In Jetpack CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | CSV export with selectable fields and tags; email is the unique identifier in Jetpack CRM, so it maps naturally to HubSpot's email dedupe. |
| Companies (B2B module) | Companies | yes | CSV export and API are available; contact-to-company links must be rebuilt, for example via a company name column or the API company filter. |
| Transactions | Deals | partial | CSV export exists; transactions are payment records, not pipeline deals, so mapping to Deals or Line items is a judgement call. |
| Invoices and Quotes | Quotes | partial | The API can return them with customers; there is no documented CSV export. HubSpot import would likely need custom handling or archiving as Files. |
| Tasks | Tasks | manual | Tasks appear in the API feature list; a bulk export path was not confirmed. |
| Tags | Contacts | partial | Tags export as a pipe-separated list; map to a multi-checkbox property or a custom property. |
| Notes, Calls, Emails (activity logs) | Notes | manual | No documented export of activity logs was found; audit coverage before committing. |
What to expect
These are plugin-side configuration, not exportable data; rebuild them as HubSpot workflows.
Portal access applies to contacts only and has no HubSpot equivalent for migration.
These live in WordPress, not in the CRM data; recreate them as HubSpot users, teams and permission sets.
Owners are WordPress user IDs (the API supports an owned filter); map them to HubSpot users.
Jetpack CRM has no native deal pipeline in the sources found, so design HubSpot pipelines and stages from contact statuses and transactions.
Reports are tied to the plugin and its extensions.
Company CSV export does not clearly carry associations; verify them through the API.
Pull the contact-to-company relationship via the API with the company filter and import associations separately.
Test the endpoints against your own data and compare record counts with the CSV exports.
Inventory custom fields and extensions, and create HubSpot properties before import.
Rotate or revoke the keys after migration.
Upgrade to v4, run the database migration, then upgrade to v5 or later.
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 (CSV) and the REST API are backed by vendor docs. HubSpot-side import mechanics, activity and association export coverage, deal and pipeline structure, and governance details were not researched, so they rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Jetpack CRM to HubSpot?
1. Confirm the Jetpack CRM version and which extensions (Invoicing Pro, WooCommerce, Stripe, PayPal) are active. 2. Enable pretty permalinks and generate API key and secret for the API pull. 3. Inventory custom fields, tags, statuses and enabled modules, including B2B companies. 4. Decide how transactions, invoices and quotes map to HubSpot Deals, Line items or Quotes.
What data can move from Jetpack CRM to HubSpot?
These objects move directly: Contacts and Companies (B2B module). Check the mapping table for partial and manual items.
What does not move from Jetpack CRM to HubSpot?
Automations / workflows and CRM Funnels, Client portal access and logins and Permissions and WordPress user roles. Plan to rebuild or retire these.
How long does a Jetpack CRM to HubSpot migration take?
Small (<5k contacts): 1-2 weeks. Mid (5k-50k contacts): 3-6 weeks. Large (>50k contacts, multiple sites): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from Jetpack CRM?
API key and secret generated in the CRM admin; the pair grants read and write access. WordPress/CRM admin access to generate API keys and run exports (assumed, not explicitly sourced).
What compliance issues apply when moving Jetpack CRM data?
Check: Financial data (invoices and payments). Agree consent, retention and access rules before exporting.
Moving Jetpack CRM into HubSpot?
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