InfoFlo to HubSpot
Small-business CRM (desktop/server and cloud-hosted editions reported) with contacts, companies, pipeline, tasks, documents and Outlook integration. A separate InfoFlo Impact product is a case-management tool.
InfoFlo data can move into HubSpot, landing mainly in Sales Hub. 1 of 7 mapped objects move directly (Contacts); 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 InfoFlo
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 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
CSV-led migration.
Mid migration
10k-100k
Includes activity and document handling.
Large migration
>100k, multiple pipelines
Likely needs vendor database extraction.
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 InfoFlo: what you need to get in, what lands in HubSpot, and what will not.
Application login with an admin-level user. For on-prem editions, access to the database or server may be needed (unverified).
Admin rights to export all records and to run reports across users (unverified).
Choose your route
How will you move the data?
No native connector was found.
- You need: Application login with an admin-level user. For on-prem editions, access to the database or server may be needed (unverified).
- Permission: Admin rights to export all records and to run reports across users (unverified).
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.
- Report export from the Reporting menu to PDF, HTML, MHT, RTF and XLS (vendor KB)
- CSV import/export reported by third-party reviews
- Vendor-assisted database conversion (the Carmel partner page describes this for Goldmine imports into InfoFlo)
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 InfoFlo
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Move via CSV or XLS export, then HubSpot import. Custom fields need property mapping. |
| Companies | Companies | partial | Companies are in scope, but the contact-to-company link needs a shared key in the export, which is unverified. |
| Leads & Opportunities (sales pipeline) | Deals | partial | The pipeline exists, but whether deals export with stages and amounts is unverified. A report export may be needed. |
| Notes and activity history | Notes | manual | Activity history is held against contacts. Bulk export coverage is unconfirmed, so audit it first. |
| Tasks | Tasks | manual | Tasks are in scope. Export to CSV is unconfirmed. |
| Document attachments | Files | manual | Files are stored against records. Retrieve them from the file store and re-attach them. |
| Users/owners | Contacts | manual | Owners have to be mapped to HubSpot users by hand. Treat them as an owner column in the export. |
What to expect
No export path was found. Rebuild them in HubSpot.
Not exportable. Recreate them as HubSpot teams and permission sets.
Reports export only as output files, not as definitions.
Check that activities, notes and contact-company links appear in exports.
Pipeline configuration is not exportable.
Reports export only as output files.
There is no API-based owner sync.
Ask InfoFlo support for a full database or CSV dump in writing.
Export per entity with IDs and test a sample import.
Inventory the data locations before you start.
Classify documents before upload to HubSpot Files.
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.
Vendor KB confirms only report export. The no-API, CSV export and object scope come from third-party review sites, which are category-level evidence. No HubSpot connector docs were found for InfoFlo. Object-level export coverage is unverified.
Sources
Related migrations
Frequently asked questions
How do I migrate InfoFlo to HubSpot?
1. Confirm the edition (on-prem or hosted) and version with InfoFlo support. 2. Ask the vendor in writing whether an API or database export exists. 3. Run test exports of Contacts, Companies, Opportunities, Notes and Tasks to CSV or XLS. 4. Check that the exports carry record IDs and contact-company links.
What data can move from InfoFlo to HubSpot?
These objects move directly: Contacts. Check the mapping table for partial and manual items.
What does not move from InfoFlo to HubSpot?
Automation and workflows, User permissions and roles and Saved reports and dashboards. Plan to rebuild or retire these.
How long does a InfoFlo to HubSpot migration take?
Small (<10k contacts): 2-4 weeks. Mid (10k-100k): 4-8 weeks. Large (>100k, multiple pipelines): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from InfoFlo?
Application login with an admin-level user. For on-prem editions, access to the database or server may be needed (unverified). Admin rights to export all records and to run reports across users (unverified).
What compliance issues apply when moving InfoFlo data?
Check: InfoFlo Impact is marketed as HIPAA-compliant case management, so health or client case data may be present. and Client documents may include sensitive data.. Agree consent, retention and access rules before exporting.
Moving InfoFlo into HubSpot?
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