AdvisorEngine CRM to HubSpot
<cite index="7-1">AdvisorEngine CRM, formerly Junxure, is a cloud-based CRM focused on workflow automation for financial advisory firms.</cite>
AdvisorEngine CRM data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Contacts (clients/prospects)); 3 items need manual work and 2 do not move. Plan roughly 3-5 weeks for a small move and 10-16 weeks for a large one.
Migration checklist for AdvisorEngine CRM
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
up to 5k contacts
Few workflows.
Mid migration
5k-30k contacts
Household modelling and workflow rebuild.
Large migration
30k+ contacts, many documents
Vendor extract, document migration and compliance archiving.
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 AdvisorEngine CRM: what you need to get in, what lands in HubSpot, and what will not.
No public REST API documented; the only integrations are narrow partner ones
Admin login to the cloud CRM for the in-app database export; the vendor must be involved for desktop-era data.
Likely an admin role for Settings > Database Export (not confirmed in vendor docs).
Choose your route
How will you move the data?
No native connector was found.
- You need: Admin login to the cloud CRM for the in-app database export; the vendor must be involved for desktop-era data.
- Permission: Likely an admin role for Settings > Database Export (not confirmed in vendor docs).
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.
- In-app Settings > Database Export, which is password-protected
- Grid/report export to Excel, with reviewer-reported row limits
- Vendor-assisted extract, especially for legacy Junxure Desktop (SQL Server) data
- Partner integrations (Constant Contact, Orion, MyRepChat) that move narrow data slices only
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: 10-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In AdvisorEngine CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (clients/prospects) | Contacts | yes | Primary record in the source; moved by CSV export and import. |
| Households and relationship links | Companies | partial | Household links need to be rebuilt as Companies or custom associations; CSV exports can lose these relationships. |
| Opportunities | Deals | partial | Pipeline stages must be mapped by hand. |
| Actions and notes | Notes | partial | Compliance-relevant communication logs; tasks go to Tasks. Relational links can break on CSV export. |
| Documents | Files | manual | Attached to the contact record; needs a bulk extract and re-association. |
| Advisers and referral partners | Contacts | manual | Map to HubSpot owners (advisers) and to Contacts or Companies with a type property (referral partners). The source docs don't cover this. |
What to expect
The migration guide says the workflow engine is the part that does not migrate.
Per the analyst scope, these stay in specialist systems.
Rules do not export.
Long-tenured orgs carry a decade of custom fields and inconsistent picklists.
It may need a vendor extract rather than a self-service export.
Request a full vendor extract early.
Keep an archive of the source data to meet record-keeping obligations.
Export relationship tables and key them on source IDs.
Use the database export or a vendor extract.
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 object model rest on third-party migration guides and category knowledge. No vendor or HubSpot docs were reached, and no public API is documented.
Sources
Related migrations
Frequently asked questions
How do I migrate AdvisorEngine CRM to HubSpot?
1. Confirm whether the firm is on the cloud CRM or Junxure Desktop. 2. Inventory custom fields, picklists, workflows and Actions types. 3. Ask AdvisorEngine support about a full vendor extract and its turnaround. 4. Decide which regulated records stay in Orion, Tamarac or other specialist systems.
What data can move from AdvisorEngine CRM to HubSpot?
These objects move directly: Contacts (clients/prospects). Check the mapping table for partial and manual items.
What does not move from AdvisorEngine CRM to HubSpot?
Workflow engine rules and automations and Portfolio accounting, custodial and regulated records. Plan to rebuild or retire these.
How long does a AdvisorEngine CRM to HubSpot migration take?
Small (up to 5k contacts): 3-5 weeks. Mid (5k-30k contacts): 6-10 weeks. Large (30k+ contacts, many documents): 10-16 weeks. These are planning estimates, not a quote.
What access do I need to export from AdvisorEngine CRM?
Admin login to the cloud CRM for the in-app database export; the vendor must be involved for desktop-era data. Likely an admin role for Settings > Database Export (not confirmed in vendor docs).
Is there a native HubSpot connector for AdvisorEngine CRM?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving AdvisorEngine CRM data?
Check: Financial, Investment advisory records (SEC/FINRA record-keeping) and Possible minors' or dependants' data. Agree consent, retention and access rules before exporting.
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