Berg System to HubSpot
Polish CRM for mid-size and large sales teams. It grew out of insurance and finance, and also offers an intranet, commission settlement, sales-network management and GDPR modules.
Berg System data can move into HubSpot, landing mainly in Sales Hub. 0 of 7 mapped objects move directly; 4 items need manual work and 2 do not move. Plan roughly 3-5 weeks for a small move and 10-18 weeks for a large one.
Migration checklist for Berg System
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
Mostly CSV-based if the export is available.
Mid migration
10k-100k
Contracts and activities need custom mapping.
Large migration
100k+
Sales networks, commissions, on-premise extraction and many processes.
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 Berg System: what you need to get in, what lands in HubSpot, and what will not.
Unknown. Ask the vendor for a database or file export, or for API access. Their dedicated-deployment FAQ says they help migrate data from old CRMs or Excel, but that covers moving into Berg, not out of it.
Likely an administrator account or vendor support request; not documented.
Choose your route
How will you move the data?
No native connector was found.
- You need: Unknown. Ask the vendor for a database or file export, or for API access. Their dedicated-deployment FAQ says they help migrate data from old CRMs or Excel, but that covers moving into Berg, not out of it.
- Permission: Likely an administrator account or vendor support request; not documented.
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-assisted data extraction (assumed; request from Berg System support)
- On-premise deployments may allow direct database access (the vendor offers on-premise installation)
- UI list exports to CSV/Excel are 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: 10-18 weeks, usually phased.
Talk to a partnerWhere each object lands
In Berg System
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Customer card (clients) | Contacts | partial | Customer card with contact history; whether individuals and organisations are separate records is unverified. |
| Client organisations | Companies | partial | Mapping assumed; the object model is not documented publicly. |
| Sales opportunities | Deals | partial | Opportunities and pipeline stages exist in the product and mobile app. |
| Contracts/policies | Custom objects | manual | Contracts are tracked separately from opportunities, and the review says a contract can be registered without an opportunity. The best HubSpot target is likely a custom object or Deals. |
| Cases (sprawy) and sub-processes | Tickets | manual | Cases may be used for client requests and sub-processes, for example offer preparation. |
| Tasks, calendar, contact history | Tasks | partial | Tasks, history, voice notes and documents exist. Export coverage must be audited. |
| Documents and attachments | Files | manual | Documents are stored per client; export format unknown. |
What to expect
Process logic is system-specific and must be rebuilt as HubSpot workflows.
No HubSpot equivalent; these would need custom objects or a separate tool.
Permission model not publicly documented.
Reports are not portable.
The vendor advertises SMS campaigns based on GDPR consents.
Review mentions telephony/IVR integrations that must be re-established.
Request a full export or schema and data dictionary in writing early.
Audit export coverage for activities and links between clients, contracts and opportunities before the cutover.
Migrate consent type, date and source as explicit properties.
Design custom objects and associations up front.
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.
The product is real and still sold. I found no public API docs, export documentation or HubSpot connector. Access, export and object mapping therefore rest on category-level knowledge, and the object list is inferred from marketing and review pages.
Sources
Related migrations
Frequently asked questions
How do I migrate Berg System to HubSpot?
1. Ask Berg System support for export format options and a data dictionary. 2. Confirm the deployment type (SaaS or on-premise) and who can run extractions. 3. Inventory clients, opportunities, contracts, cases, tasks and documents with row counts. 4. List automations, roles and reports to rebuild.
What does not move from Berg System to HubSpot?
Automation, workflows and sub-process logic and Commission settlement, sales-network hierarchy and GDPR/needs-analysis modules. Plan to rebuild or retire these.
How long does a Berg System to HubSpot migration take?
Small (<10k contacts): 3-5 weeks. Mid (10k-100k): 6-10 weeks. Large (100k+): 10-18 weeks. These are planning estimates, not a quote.
What access do I need to export from Berg System?
Unknown. Ask the vendor for a database or file export, or for API access. Their dedicated-deployment FAQ says they help migrate data from old CRMs or Excel, but that covers moving into Berg, not out of it. Likely an administrator account or vendor support request; not documented.
What compliance issues apply when moving Berg System data?
Check: Insurance and financial client data, Possible health or financial data in policy documents and Needs-analysis records. Agree consent, retention and access rules before exporting.
Moving Berg System into HubSpot?
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