InterAction by LexisNexis to HubSpot
Relationship-intelligence CRM for law and professional services firms. It covers contacts, companies, relationships, activities, lists, and matter, engagement and opportunity modules.
InterAction by LexisNexis data can move into HubSpot, landing mainly in Sales Hub. 2 of 6 mapped objects move directly (Contacts and Companies / organizations); 3 items need manual work and 2 do not move. Plan roughly 3-6 weeks for a small move and 12-24 weeks for a large one.
Migration checklist for InterAction by LexisNexis
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 25k contacts
Contacts and companies only.
Mid migration
25k-150k contacts with activities
Includes lists and custom field mapping.
Large migration
150k+ contacts, multi-office
Heavy activity history, permissions and integrations.
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 InterAction by LexisNexis: what you need to get in, what lands in HubSpot, and what will not.
InterAction+ Cloud API (two-way, covering contacts, activities and lists). Also an On-Premise API gateway for on-premise installs, and the legacy Application Collaboration (COM/XML) interfaces.
Not documented in the sources reviewed. On-premise API setup needs an account with SQL Server access to the InterAction database.
InterAction admin and database access for on-premise installs; otherwise unconfirmed.
Choose your route
How will you move the data?
No native connector was found.
- You need: Not documented in the sources reviewed. On-premise API setup needs an account with SQL Server access to the InterAction database.
- Permission: InterAction admin and database access for on-premise installs; otherwise unconfirmed.
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.
- Standard reports with export to Microsoft Excel and Word templates
- InterAction+ Cloud API (contacts, activities, lists)
- Client Insights (CIM) list export and download
- Vendor-assisted extract
- SQL Server Reporting Services reports (older versions)
- Legacy XML methods (older versions)
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: 12-24 weeks, usually phased.
Talk to a partnerWhere each object lands
In InterAction by LexisNexis
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Contact is InterAction's primary record. Additional Fields need custom properties in HubSpot. |
| Companies / organizations | Companies | yes | Company-contact relationships need association mapping. |
| Activities / e-activities | Notes | partial | Activities are available through the API. They can be loaded as Notes, Calls, Emails or Meetings, with some loss of fidelity. |
| Lists / mailing lists | Contacts | partial | Rebuild as HubSpot lists, using a membership property if needed. |
| Matters / engagements / opportunities | Deals | manual | These are optional modules. Treat them as pipeline references only; case management stays outside HubSpot. |
| Relationship strength / Who Knows Whom | Custom objects | no | This data is derived, not entered, so it cannot be reloaded. |
What to expect
They are derived relationship intelligence, not stored fields.
These do not transfer and must be rebuilt.
InterAction uses user-defined multi-value fields and folders.
They are often the most-used data and are easily missed in scoping.
Connected systems must be retested after the move.
Confirm the deployment type and API entitlement with LexisNexis early.
Keep InterAction read-only for a period, or export the relationship data as a snapshot.
Define the boundary early: HubSpot for business development, with the legal systems retained.
Trust vendor sources and confirm API access in writing.
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.
Vendor sources confirm the product, the Cloud API and On-Premise API, and the Excel export. No HubSpot-specific docs or InterAction API reference (auth, limits, schema) were found, so object mapping and migration steps rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate InterAction by LexisNexis to HubSpot?
1. Confirm whether the firm runs cloud InterAction+ or on-premise (version 6.2 or higher) and who administers it. 2. Request Cloud API access or a vendor-assisted extract from LexisNexis. 3. Inventory Additional Fields, folders, lists and the matter or engagement modules in use. 4. Decide which matter references become Deals and which stay in the case management system.
What data can move from InterAction by LexisNexis to HubSpot?
These objects move directly: Contacts and Companies / organizations. Check the mapping table for partial and manual items.
What does not move from InterAction by LexisNexis to HubSpot?
Relationship Map and Who Knows Whom scores and Reports, dashboards, permissions and partner-level data ownership rules. Plan to rebuild or retire these.
How long does a InterAction by LexisNexis to HubSpot migration take?
Small (Under 25k contacts): 3-6 weeks. Mid (25k-150k contacts with activities): 6-12 weeks. Large (150k+ contacts, multi-office): 12-24 weeks. These are planning estimates, not a quote.
What access do I need to export from InterAction by LexisNexis?
Not documented in the sources reviewed. On-premise API setup needs an account with SQL Server access to the InterAction database. InterAction admin and database access for on-premise installs; otherwise unconfirmed.
What compliance issues apply when moving InterAction by LexisNexis data?
Check: Client confidentiality and legal privilege, Possible ethical-wall restrictions and Possible GDPR and CCPA data. Agree consent, retention and access rules before exporting.
Moving InterAction by LexisNexis into HubSpot?
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