Totango to HubSpot
Customer success platform covering accounts, health signals, SuccessPlays (playbooks), tasks, touchpoints and renewals, with a Customer Data Hub for integrations.
Totango data can move into HubSpot, landing mainly in Service Hub. 2 of 8 mapped objects move directly (Accounts (incl. hierarchy and attributes) and Users (account contacts)); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Totango
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 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
<2k accounts, <20k touchpoints
Basic accounts, contacts and a few playbooks.
Mid migration
2k-20k accounts, up to 200k touchpoints
Scoring rebuild and several playbooks.
Large migration
>20k accounts, >200k touchpoints
Hierarchies, custom objects, usage 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 Totango: what you need to get in, what lands in HubSpot, and what will not.
REST/JSON HTTP API with regional base URLs (US and EU), plus an event-collector HTTP API
Totango API token. An S3 or SFTP connection with write permission is needed for scheduled file exports.
Global admin or a user with Customer Data Hub permissions. For the HubSpot connection, a HubSpot admin is also needed.
Global limit of 100 calls/minute per token, as documented for the Accounts Plan API.
Choose your route
How will you move the data?
HubSpot offers an integration for importing records from Totango.
- You need: Totango API token. An S3 or SFTP connection with write permission is needed for scheduled file exports.
- Permission: Global admin or a user with Customer Data Hub permissions. For the HubSpot connection, a HubSpot admin is also needed.
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.
- Scheduled data-file export to Amazon S3 or SFTP (Accounts, Users, Tasks, Touchpoints, Collections, Opportunities, Objectives)
- One-time CSV import/export via the UI
- Segment exports from the UI
- Tasks/SuccessPlay CSV export endpoint (used in community scripts)
- Account search and plan summary APIs
Limits: Global limit of 100 calls/minute per token, as documented for the Accounts Plan API.
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: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Totango
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Accounts (incl. hierarchy and attributes) | Companies | yes | Export to CSV or file, then import. Keep the Totango Account ID as a custom property. |
| Users (account contacts) | Contacts | yes | Totango users are keyed by Account ID and User ID. Associate to Companies on import. |
| Opportunities | Deals | partial | Exportable via data files. Opportunities are an add-on object in Totango, so check what is actually in use. |
| Tasks | Tasks | partial | Exportable. Needs owner and association mapping. |
| Touchpoints | Notes | partial | Exportable. Load as Notes, Calls or Meetings by touchpoint type. Mapping is analyst judgment. |
| Collections / Objectives | Custom objects | partial | Exportable as data files. Needs custom object design in HubSpot. |
| Health scores and signals | Companies | partial | Move current values as properties. The scoring logic must be rebuilt. |
| SuccessPlays (playbooks) | Custom objects | manual | Playbooks stay in Totango. Rebuild them as HubSpot workflows, tasks and sequences. |
What to expect
Playbooks are not synced to HubSpot and must be rebuilt.
No supported bulk-export endpoint was reported. Use scheduled file exports.
Scoring logic is not portable.
Playbooks do not transfer.
Usage data is ingested into Totango via its Customer Data Hub.
These are custom account attributes in Totango.
Export Tasks, Touchpoints and Collections early and archive them.
Use file exports plus HubSpot import or API for the load.
Prefer scheduled S3/SFTP file exports.
Confirm the plan before planning the export.
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 (scheduled files, API, CSV) and the HubSpot connector are backed by vendor and HubSpot docs. The object mapping into HubSpot, plus health scores, playbooks and governance, rests on category-level analysis because no official Totango-to-HubSpot migration guide was found.
Sources
Related migrations
Frequently asked questions
How do I migrate Totango to HubSpot?
1. Confirm your Totango plan and that you have global admin or Customer Data Hub permissions. 2. Inventory active objects: Accounts, Users, Tasks, Touchpoints, Collections, Opportunities and Objectives. 3. Generate an API token from the Totango user profile and note your US or EU region. 4. Set up an S3 or SFTP connector with write access for scheduled exports.
What data can move from Totango to HubSpot?
These objects move directly: Accounts (incl. hierarchy and attributes) and Users (account contacts). Check the mapping table for partial and manual items.
What does not move from Totango to HubSpot?
Playbook and SuccessPlay logic and health score formulas and Full bulk dump via a single API. Plan to rebuild or retire these.
How long does a Totango to HubSpot migration take?
Small (<2k accounts, <20k touchpoints): 2-4 weeks. Mid (2k-20k accounts, up to 200k touchpoints): 4-8 weeks. Large (>20k accounts, >200k touchpoints): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Totango?
Totango API token. An S3 or SFTP connection with write permission is needed for scheduled file exports. Global admin or a user with Customer Data Hub permissions. For the HubSpot connection, a HubSpot admin is also needed.
Is there a native HubSpot connector for Totango?
Yes. Confirm the supported objects in discovery.
What compliance issues apply when moving Totango data?
Check: Free-text notes may contain sensitive customer data and NPS and survey data about end users. Agree consent, retention and access rules before exporting.
Moving Totango into HubSpot?
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