Flowlu to HubSpot
All-in-one business management platform covering CRM, projects, tasks, finance and invoicing.
Flowlu data can move into HubSpot, landing mainly in Sales Hub. 3 of 7 mapped objects move directly (CRM accounts (contacts / organizations), CRM opportunities and Custom fields); 4 items need manual work and 2 do not move. Plan roughly 1-3 weeks for a small move and 6-12 weeks for a large one.
Migration checklist for Flowlu
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 4 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 records
CSV-based.
Mid migration
10k-100k records
API extraction for tasks and notes.
Large migration
>100k records plus finance/projects
Custom scripting and phased cutover.
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 Flowlu: what you need to get in, what lands in HubSpot, and what will not.
REST API (GET/POST, form-urlencoded) at /api/v1/module/{module}/{entity}/{method}
API key created per account subdomain, with module-level access rights chosen per key.
Access to System/Portal Settings > API Settings to create keys. Employee-level CRM users cannot export the client base via CSV.
Choose your route
How will you move the data?
No native connector was found.
- You need: API key created per account subdomain, with module-level access rights chosen per key.
- Permission: Access to System/Portal Settings > API Settings to create keys. Employee-level CRM users cannot export the client base via CSV.
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.
- CSV export of CRM lists (Employee-level users are blocked)
- CSV/Excel export of record lists, visible columns only
- REST API list calls per CRM entity (e.g. crm/lead/list)
- CData connector for SQL-style extraction
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 Flowlu
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| CRM accounts (contacts / organizations) | Contacts, Companies | yes | Flowlu stores people and organizations as CRM accounts, so split them into Contacts and Companies. Categories and industries map to properties. |
| CRM opportunities | Deals | yes | Pipeline and stage must be created in HubSpot before deals load. Owners are matched by user name. |
| Pipelines and stages | Deals (pipelines) | manual | Rebuild pipelines and stages in HubSpot. |
| Tasks | Tasks | partial | Tasks can be exported and are accessible via the API. Association to CRM accounts needs verification. |
| Products and services | Products | partial | The import guide lists products. Export and API coverage need confirmation. |
| Emails, calls, notes, comments, files | Emails, Calls, Notes, Files | partial | No documented bulk export. Test API coverage per entity. |
| Custom fields | Custom properties | yes | The source import supports text, boolean, user, number, decimal and date field types. |
What to expect
No documented export format. Rebuild as HubSpot workflows.
Rebuild in HubSpot reporting.
They are configured in Portal Settings > CRM > Reference.
Flowlu access levels (e.g. Employee) restrict visibility to assigned records and must be redesigned as HubSpot teams and permissions.
Flowlu accounts are one entity type in export.
These are not covered by documented exports.
Audit per-entity API list calls and record counts before cutover.
Add all needed columns to the view before exporting, or use the API.
Map owners to HubSpot users and verify the name format.
Use an API key for one-time extraction.
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.
Flowlu API auth, CSV import/export and the CRM entities are backed by vendor docs. There is no HubSpot-side doc for Flowlu. Object mapping, rate limits, API entity coverage for activities, and governance details rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Flowlu to HubSpot?
1. Create an API key in API Settings with read access to the CRM, Tasks and Finance modules. 2. Inventory CRM accounts, opportunities, tasks, custom fields and record lists. 3. Check which users have CSV export rights (not Employee level). 4. Document pipelines, stages, sources and loss reasons from CRM > Reference.
What data can move from Flowlu to HubSpot?
These objects move directly: CRM accounts (contacts / organizations), CRM opportunities and Custom fields. Check the mapping table for partial and manual items.
What does not move from Flowlu to HubSpot?
Automations / business processes and Reports and dashboards. Plan to rebuild or retire these.
How long does a Flowlu to HubSpot migration take?
Small (<10k records): 1-3 weeks. Mid (10k-100k records): 3-6 weeks. Large (>100k records plus finance/projects): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from Flowlu?
API key created per account subdomain, with module-level access rights chosen per key. Access to System/Portal Settings > API Settings to create keys. Employee-level CRM users cannot export the client base via CSV.
What compliance issues apply when moving Flowlu data?
Check: Financial/invoice data if the finance module is used. Agree consent, retention and access rules before exporting.
Moving Flowlu into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
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