Edumarshal to HubSpot
Cloud ERP for Indian schools, colleges and universities covering admissions, fees, attendance, exams, HR and accreditation reporting, with 65+ modules.
Edumarshal data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Enquiries / leads); 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 Edumarshal
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 enquiries/applicants
Single school, CSV import.
Mid migration
5k-50k
Multiple programmes and guardian links.
Large migration
50k+ across campuses
Multi-campus group; may need a vendor extract.
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 Edumarshal: what you need to get in, what lands in HubSpot, and what will not.
Admin login to the Edumarshal tenant for report exports; API credentials unknown.
Admin or role with access to Reports and Spreadsheet Export.
Choose your route
How will you move the data?
No native connector was found.
- You need: Admin login to the Edumarshal tenant for report exports; API credentials unknown.
- Permission: Admin or role with access to Reports and Spreadsheet Export.
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.
- Spreadsheet (CSV) export from report categories incl. Student and Admission reports
- Custom Reports & Exports to CSV for Excel or Tally
- Excel, Word and PDF exports per a third-party listing
- Vendor-assisted database extract
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: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Edumarshal
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Enquiries / leads | Contacts | yes | Enquiries are stored centrally with source; import from CSV with a deal per enquiry if needed. |
| Applicants (pre-admission forms, counselor notes) | Deals | partial | Applicant and admission stage can map to deal pipeline stages. Custom form fields need custom properties; counselor notes are likely to move only as Notes via import. |
| Students (enrolled) | Contacts | partial | Keep the full record in the SIS; push only the identifiers and status needed for CRM. |
| Guardians / parents | Contacts | manual | Parent portal users exist, but the export structure for guardian-student links is not documented; associate manually or by key. |
| Programmes / courses | Custom objects | manual | Mapping is analyst judgement; a custom object or a deal property are both options. |
| Fee ledgers, grades, attendance | Custom objects | no | Per the analyst scope these stay in the SIS/ERP. |
What to expect
Out of scope by design; retain in Edumarshal or the SIS/LMS.
No documented export of these; collect files separately if needed.
The form builder lets each institution define its own data points.
Stage definitions are institution-specific.
No documented export of relationships.
Third-party listing says API availability is not specified on the vendor site.
Freeze admissions, run the export in a cutover window and reconcile counts.
Limit fields moved and document the lawful basis and consent.
Deduplicate on a stable key and import with a custom ID property.
Define a system-of-record per field.
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 modules are confirmed by vendor pages, but no public API docs, auth details or HubSpot connector were found. Export path rests on CSV/Excel report exports. Object mapping is analyst judgement from module descriptions.
Sources
Related migrations
Frequently asked questions
How do I migrate Edumarshal to HubSpot?
1. Ask Edumarshal support which report exports and any API or DB dump are available on your plan. 2. Inventory enquiry sources, admission stages and custom form fields in the admissions module. 3. Decide the system of record: SIS for grades and fees, HubSpot for pipeline and communication. 4. Export sample Student and Admission reports to CSV and check the columns.
What data can move from Edumarshal to HubSpot?
These objects move directly: Enquiries / leads. Check the mapping table for partial and manual items.
What does not move from Edumarshal to HubSpot?
Fee ledgers, grades, exam results and attendance and Automated workflows, ID cards and document uploads. Plan to rebuild or retire these.
How long does a Edumarshal to HubSpot migration take?
Small (up to 5k enquiries/applicants): 2-4 weeks. Mid (5k-50k): 4-8 weeks. Large (50k+ across campuses): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Edumarshal?
Admin login to the Edumarshal tenant for report exports; API credentials unknown. Admin or role with access to Reports and Spreadsheet Export.
Is there a native HubSpot connector for Edumarshal?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving Edumarshal data?
Check: Minors' data (K-12 students), Financial data (fee records) and Education records and results. Agree consent, retention and access rules before exporting.
Moving Edumarshal into HubSpot?
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