Clevertim to HubSpot
Web-based light CRM for small businesses covering contacts, companies, opportunities, cases, tasks and file storage.
Clevertim data can move into HubSpot, landing mainly in Sales Hub. 4 of 7 mapped objects move directly (Contacts, Companies, Opportunities and Tasks); 3 items need manual work and 3 do not move. Plan roughly 1-2 weeks for a small move and 6-10 weeks for a large one.
Migration checklist for Clevertim
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 records
Mostly contacts, companies and deals.
Mid migration
10k-100k records
Custom fields, cases and notes.
Large migration
>100k records
Heavy activity history, files and 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 Clevertim: what you need to get in, what lands in HubSpot, and what will not.
REST API with JSON input and output
Per-user API key from the Clevertim account.
Choose your route
How will you move the data?
No native connector was found.
- You need: Per-user API key from the Clevertim account.
- Permission: To confirm
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.
- REST API GET (read one or read all) for contacts, companies, cases, opportunities, tasks, notes, comments and custom fields
- Zapier integration (listed by third parties)
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 Clevertim
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Read through the API; custom fields need matching HubSpot properties. |
| Companies | Companies | yes | Read through the API; association to contacts must be verified in the payload. |
| Opportunities | Deals | yes | Pipeline and stage values need mapping; the docs don't describe the pipeline structure. |
| Cases | Tickets | partial | Cases act as folders for related information, so some may map better to Deals or custom objects. |
| Tasks | Tasks | yes | Exposed as an API endpoint. |
| Notes and comments | Notes | partial | Both are API endpoints; author and timestamp fidelity is unverified. |
| Meetings, emails and files | Meetings, Emails, Files | manual | Meetings, email dropbox and file storage exist as features, but no API endpoints are listed. |
What to expect
No API endpoint exposes them; they must be rebuilt in HubSpot.
Not exposed in the API; they must be recreated in HubSpot.
No API endpoint exposes them; they must be rebuilt in HubSpot.
Not available through the documented API.
No documented API endpoints for them.
The API docs don't state whether records include associations or activity links.
Run a test extract and reconcile record counts against the Clevertim UI.
Throttle requests and retry on failure.
Decide per case type whether it becomes a Ticket, Deal or custom object.
Confirm the plan and API availability with the vendor before starting.
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 GitHub API docs support access and the object list. There are no vendor or HubSpot docs on export, rate limits, certifications or residency. Mapping rests on category-level knowledge. Product availability is inferred only from third-party listings.
Sources
Related migrations
Frequently asked questions
How do I migrate Clevertim to HubSpot?
1. Confirm the Clevertim plan includes API access and generate the API key. 2. Inventory custom fields, pipelines and case types. 3. Decide the mapping for Cases to Tickets, Deals or a custom object. 4. List users and map them to HubSpot owners by email.
What data can move from Clevertim to HubSpot?
These objects move directly: Contacts, Companies, Opportunities and Tasks. Check the mapping table for partial and manual items.
What does not move from Clevertim to HubSpot?
Automations and workflows, Permissions and roles and Reports and dashboards. Plan to rebuild or retire these.
How long does a Clevertim to HubSpot migration take?
Small (<10k records): 1-2 weeks. Mid (10k-100k records): 3-6 weeks. Large (>100k records): 6-10 weeks. These are planning estimates, not a quote.
What access do I need to export from Clevertim?
Per-user API key from the Clevertim account.
What compliance issues apply when moving Clevertim data?
Check: Free-text notes and cases may hold sensitive data; screen them before import.. Agree consent, retention and access rules before exporting.
Moving Clevertim 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.
Talk to a partner