Wealthbox to HubSpot
CRM built for financial advisors, covering contacts, households, tasks, events, notes, opportunities, projects and workflows.
Wealthbox data can move into HubSpot, landing mainly in Sales Hub. 1 of 8 mapped objects move directly (Contacts (people, organizations, referral partners via type/tags)); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Wealthbox
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
Under 5k contacts
The contacts CSV plus deals is usually enough.
Mid migration
5k-25k contacts with notes and tasks
Needs the backup or API and household associations.
Large migration
25k+ contacts, multiple teams, many files
Custom ETL, file handling and compliance review.
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 Wealthbox: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON)
Personal access token generated in Wealthbox settings, or an OAuth app registered with Wealthbox.
Choose your route
How will you move the data?
No native connector was found.
- You need: Personal access token generated in Wealthbox settings, or an OAuth app registered with Wealthbox.
- 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 page CSV export (all contacts or filtered/tagged groups)
- Full workspace backup in XML or JSON, requested under Settings > Export
- Report exports to CSV/XLSX
- REST API 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: 8-14 weeks, usually phased.
Talk to a partnerWhere each object lands
In Wealthbox
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (people, organizations, referral partners via type/tags) | Contacts | yes | The CSV export includes custom fields and internal/external IDs. Organizations map to Companies. |
| Households | Companies | partial | The CSV holds only a flat household name. Membership links need the backup or API, and the Companies mapping is an analyst choice. |
| Opportunities | Deals | partial | Opportunities are in the backup and API but not the contacts CSV. Stages and pipelines need to be rebuilt in HubSpot. |
| Tasks | Tasks | partial | Available via the backup or API. Scripting is needed to load them. |
| Notes | Notes | partial | Available via the backup or API. Scripting is needed to load them. |
| Events | Meetings | partial | Events are available via the API. Mapping to Meetings is an analyst choice. |
| Projects and workflows | Custom objects | manual | Projects are exposed through the API. Workflow automation must be rebuilt. |
| Files and task attachments | Files | manual | There is no bulk export, so files must be downloaded record by record. |
What to expect
Not available as portable data. They must be rebuilt as HubSpot workflows.
There is no bulk export feature.
The CSV drops household relations. Use the backup or API instead.
The full backup is not available as CSV.
There is no bulk file export.
Taken from the opportunity data model. Pipeline structure was not verified against the docs.
Use the backup or API and keep the Wealthbox IDs as HubSpot properties.
Keep regulated records in specialist systems and migrate only CRM relationship data.
Reconcile record counts per object after extraction.
Pull these from the backup or API and keep the original files.
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 and API auth are backed by Wealthbox docs and a third-party guide. HubSpot-side import docs were not searched. Rate limits, residency and certifications were not verified. Object mapping rests on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Wealthbox to HubSpot?
1. Request the full XML/JSON backup under Settings > Export > Workspace. 2. Export the contacts CSV to capture internal and external IDs and custom fields. 3. Create an API access token and test it against the /me endpoint. 4. Inventory tags, custom fields, households, referral-partner contact types and opportunity stages.
What data can move from Wealthbox to HubSpot?
These objects move directly: Contacts (people, organizations, referral partners via type/tags). Check the mapping table for partial and manual items.
What does not move from Wealthbox to HubSpot?
Wealthbox workflow templates and automations and Bulk files and attachments. Plan to rebuild or retire these.
How long does a Wealthbox to HubSpot migration take?
Small (Under 5k contacts): 2-4 weeks. Mid (5k-25k contacts with notes and tasks): 4-8 weeks. Large (25k+ contacts, multiple teams, many files): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from Wealthbox?
Personal access token generated in Wealthbox settings, or an OAuth app registered with Wealthbox.
What compliance issues apply when moving Wealthbox data?
Check: Financial account and advisory data, Possible SEC/FINRA recordkeeping obligations and Possible minors' data in family records. Agree consent, retention and access rules before exporting.
Moving Wealthbox 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