Deskera CRM to HubSpot
Deskera CRM (also sold as CRM+) is a sales CRM covering contacts, deals and pipelines, campaigns and documents. It sits inside the Deskera all-in-one suite with accounting and payroll.
Deskera CRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 8 mapped objects move directly (Contacts and Deals); 4 items need manual work and 3 do not move. Plan roughly 2-3 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Deskera CRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 6 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/deals
CSV-led migration with one pipeline.
Mid migration
10k-100k
API extraction for deals and associations, with several pipelines.
Large migration
>100k
Activity history, documents and heavy automation 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 Deskera CRM: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON) at bifrost.deskera.com/v1/crm/*
A Deskera access token for the account; how it is issued is not confirmed in the sources I found.
Choose your route
How will you move the data?
No native connector was found.
- You need: A Deskera access token for the account; how it is issued is not confirmed in the sources I found.
- 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.
- Contacts export to XLSX/CSV from the UI, including custom fields
- Campaign list export to PDF/CSV and other formats
- REST API: GET contacts (paginated with page/limit), GET deals (filter by pipeline_id, contact_id, show_closed_deals)
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: 8-14 weeks, usually phased.
Talk to a partnerWhere each object lands
In Deskera CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | CSV/XLSX export or API. Deskera enforces unique contact names, so check for duplicates and match on email. |
| Organizations (organization_name/id on deals and contacts) | Companies | partial | Organizations appear as fields on deals and contacts. A standalone organization export endpoint was not confirmed. |
| Deals | Deals | yes | API returns id, pipeline_id, stage_id, amount, currency, closing date, owner_id and custom fields. |
| Pipelines and stages | Deals | manual | Pipeline and stage IDs are exposed through the deals API. Recreate them in HubSpot and map stage IDs. |
| Owners and sub-owners | Contacts | partial | owner_id and sub_owner_ids are on records. Map them to HubSpot users. HubSpot has no multi-owner by default, so use a custom property for sub-owners. |
| Activities (tasks, events) | Tasks | manual | Activities exist per contact, but export coverage and associations are unverified. Audit before committing. |
| Documents attached to contacts | Files | manual | Documents are stored per contact. Bulk export is not confirmed. |
| Campaigns | Custom objects | manual | Campaign list is exportable. Responses and conversions would need a custom mapping. |
What to expect
No export path was found. Rebuild them as HubSpot workflows.
Rebuild them as HubSpot teams and permission sets.
Rebuild them in HubSpot reporting.
Stage IDs and custom fields must exist before import.
The docs reviewed do not confirm that contact-deal-organization links or activity history are exported.
These are configuration rather than data.
The API returns custom fields as code/label/value.
Pull deals through the API with contact_id and organization_id, and build association import files.
Test the export early, and fall back to API or archived PDF/CSV if gaps remain.
Confirm the current plan and API support with Deskera before starting.
Deduplicate on email before import.
Paginate with a conservative limit and retry on errors.
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.
Deskera's developer docs and help pages support the REST API and CSV/XLSX contact export. Activity and association export, rate limits, auth details and governance are not confirmed. Those sections rely on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Deskera CRM to HubSpot?
1. Confirm which Deskera product (CRM or CRM+) and plan you are on, and get an admin to generate an access token. 2. Inventory contacts, organizations, deals, pipelines, stages, custom fields and activities. 3. Export contacts to CSV/XLSX and confirm custom field columns are included. 4. Test GET /v1/crm/deals across every pipeline_id, with show_closed_deals=true.
What data can move from Deskera CRM to HubSpot?
These objects move directly: Contacts and Deals. Check the mapping table for partial and manual items.
What does not move from Deskera CRM to HubSpot?
Automation and workflow rules, Permissions and roles and Reports and dashboards. Plan to rebuild or retire these.
How long does a Deskera CRM to HubSpot migration take?
Small (<10k contacts/deals): 2-3 weeks. Mid (10k-100k): 4-8 weeks. Large (>100k): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from Deskera CRM?
A Deskera access token for the account; how it is issued is not confirmed in the sources I found.
What compliance issues apply when moving Deskera CRM data?
Check: Because Deskera combines accounting and payroll, check whether financial or HR data is in scope. Exclude it from the CRM migration.. Agree consent, retention and access rules before exporting.
Moving Deskera CRM into HubSpot?
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