Dubsado to HubSpot
Client management and CRM platform for small service businesses. It organises work around clients, projects, forms, contracts, invoices and workflows.
Dubsado data can move into HubSpot, landing mainly in Sales Hub. 1 of 7 mapped objects move directly (Contacts (clients)); 4 items need manual work and 4 do not move. Plan roughly 1-3 weeks for a small move and 6-10 weeks for a large one.
Migration checklist for Dubsado
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 1,000 contacts and 1,000 projects
Mostly CSV import plus rebuilding a few forms and workflows.
Mid migration
1,000-10,000 contacts and projects
Multiple statuses, custom fields and invoice history.
Large migration
More than 10,000 contacts and projects
Heavy manual archiving and a workflow rebuild.
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 Dubsado: what you need to get in, what lands in HubSpot, and what will not.
Admin or owner login to the Dubsado web app, used on a desktop browser.
Owner or admin gets the full customizable export. Basic users only export assigned projects, and accountant users cannot export project or contact data.
Choose your route
How will you move the data?
No native connector was found.
- You need: Admin or owner login to the Dubsado web app, used on a desktop browser.
- Permission: Owner or admin gets the full customizable export. Basic users only export assigned projects, and accountant users cannot export project or contact data.
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 page: Export CSV with selectable client fields and custom mapped fields
- Projects tab: Export CSV, one project status at a time
- Reporting > Invoices: Export as CSV
- Reporting > Transactions: Export as CSV, filtered
- Form responses: export to CSV
- Invoices, forms and signed contracts: PDF, one at a time
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: 6-10 weeks, usually phased.
Talk to a partnerWhere each object lands
In Dubsado
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (clients) | Contacts | yes | The CSV includes name, phone, email, address, created date and custom mapped fields. Every contact is exported. |
| Company fields on a client | Companies | partial | The export has company name, phone and email columns. Companies are not a separate object, so you must dedupe and associate them yourself. |
| Projects | Deals | partial | The export is per status and includes client details, invoice paid totals and custom fields. Map project status to a deal pipeline stage. |
| Invoices and transactions | Line items | manual | Reporting CSVs exist. HubSpot import of invoices as records would need custom objects or deal properties. |
| Client notes and communications | Notes | no | No documented bulk export of notes or emails was found. |
| Uploaded client files | Files | manual | Files uploaded through forms can only be downloaded one at a time. |
| Form responses | Custom objects | partial | The summary of each completed form exports as CSV. |
What to expect
No export exists. They must be rebuilt as HubSpot workflows.
No export exists, so the text must be copied out by hand.
No bulk export. Contracts download one PDF at a time.
No documented export was found.
Each pass only exports the projects shown in that status.
Dubsado role and workflow settings do not export.
The PDFs are only available one at a time.
Custom fields export to CSV and must match HubSpot properties.
Inventory what each CSV covers and archive PDFs before cancelling.
Export projects with client email and use it as the join key in HubSpot.
Run all exports as the account owner or admin.
Reconcile row counts per status against the Dubsado Projects page.
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 for contacts, projects, invoices and transactions) are backed by Dubsado help docs and migration guides. No public API or HubSpot connector was found, and the object mapping to HubSpot rests on analyst judgement.
Sources
Related migrations
Frequently asked questions
How do I migrate Dubsado to HubSpot?
1. Confirm an owner or admin login and use a desktop browser. 2. List every project status and pipeline in use. 3. List custom mapped client fields and create matching HubSpot properties. 4. Inventory workflows, forms, templates and contracts to rebuild.
What data can move from Dubsado to HubSpot?
These objects move directly: Contacts (clients). Check the mapping table for partial and manual items.
What does not move from Dubsado to HubSpot?
Workflows and automations, Forms, canned email templates and scheduler setup, Signed contracts in bulk and Activity history and associations (emails, tasks). Plan to rebuild or retire these.
How long does a Dubsado to HubSpot migration take?
Small (Up to 1,000 contacts and 1,000 projects): 1-3 weeks. Mid (1,000-10,000 contacts and projects): 3-6 weeks. Large (More than 10,000 contacts and projects): 6-10 weeks. These are planning estimates, not a quote.
What access do I need to export from Dubsado?
Admin or owner login to the Dubsado web app, used on a desktop browser. Owner or admin gets the full customizable export. Basic users only export assigned projects, and accountant users cannot export project or contact data.
What compliance issues apply when moving Dubsado data?
Check: Form responses and uploads may contain health, financial or minors' data, depending on the business.. Agree consent, retention and access rules before exporting.
Moving Dubsado into HubSpot?
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