Alto to HubSpot
Cloud-based UK estate and letting agent CRM covering sales, lettings, property management, client accounting and portal feeds.
Alto data can move into HubSpot, landing mainly in Sales Hub. 0 of 5 mapped objects move directly; 3 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 Alto
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, one branch
Mainly CSV import.
Mid migration
10k-75k contacts, several branches
Custom objects and pipelines.
Large migration
>75k contacts, multi-branch group
API sync, with accounting and compliance kept in Alto.
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 Alto: what you need to get in, what lands in HubSpot, and what will not.
REST API (details unverified)
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- 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.
- A third-party guide says Alto allows data export, but format and completeness vary.
- Third-party guide says contact, property and transaction data should be exportable; attachments, email threads and activity logs may not transfer cleanly.
- Alto has a newer API for customers and partners; access terms 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 Alto
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (applicants, buyers, sellers, landlords, leads) | Contacts | partial | Alto holds contact records and imports portal leads; export format is unverified, so mapping is via CSV or API. |
| Properties | Custom objects | partial | HubSpot has no native property object, so a custom object is needed; Alto holds property data and media. |
| Viewings, offers, valuations | Meetings | manual | Alto holds viewings, offers and valuations as transactional data; map viewings to Meetings or a custom object. |
| Sales progression / deals | Deals | partial | Alto tracks sales progression; rebuild as a Deals pipeline. |
| Documents/property media | Files | manual | Photos, floorplans, EPCs and documents are linked to properties in Alto. |
What to expect
Alto has full client accounting; HubSpot is not an accounting system, so retain it or archive it.
Feeds run from Alto; HubSpot does not publish listings, so keep a listings system.
HubSpot has no native property object.
Alto-specific features do not export as logic.
Alto has compliance tools and an AML integration.
Define which system is the system of record per object before migrating.
Test an export early and archive the documents separately.
Check the contract end date before planning cutover.
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.
Product and category facts are sourced. Alto's API docs, auth, rate limits and export mechanics were not verified. Object mapping to HubSpot rests on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Alto to HubSpot?
1. Confirm with Alto support which export formats and API access your plan includes. 2. Decide which processes stay in Alto (client accounting, portal feeds, compliance). 3. Audit Alto contact types (applicant, vendor, landlord, tenant) and map them to HubSpot properties. 4. Design the custom Property object and its associations to Contacts and Deals.
What does not move from Alto to HubSpot?
Client accounting ledgers and audit trails and Portal (Rightmove/Zoopla/OnTheMarket) listing feeds. Plan to rebuild or retire these.
How long does a Alto to HubSpot migration take?
Small (<10k contacts, one branch): 3-5 weeks. Mid (10k-75k contacts, several branches): 6-10 weeks. Large (>75k contacts, multi-branch group): 10-18 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving Alto data?
Check: Financial/client money records, AML/identity documents and Tenant data. Agree consent, retention and access rules before exporting.
Moving Alto 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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