ExtraaEdge to HubSpot
AI-powered education CRM and marketing automation for admissions, covering leads, applications, communications, IVR, WhatsApp and post-application management.
ExtraaEdge data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Leads / enquiries); 3 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for ExtraaEdge
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
<10k leads
UI export and CSV import.
Mid migration
10k-100k leads
Pipeline rebuild and vendor-assisted export.
Large migration
>100k leads, multi-campus
Multiple lead sources and SIS integration.
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 ExtraaEdge: what you need to get in, what lands in HubSpot, and what will not.
REST (documented endpoint is lead creation only)
AuthToken and Source value from the ExtraaEdge team; CRM admin login for exports.
Choose your route
How will you move the data?
No native connector was found.
- You need: AuthToken and Source value from the ExtraaEdge team; CRM admin login for exports.
- 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.
- 'Downloading Leads' export from the lead list in the CRM UI
- Report export from the reports section
- Vendor-assisted bulk data export (to be requested; not documented)
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 ExtraaEdge
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads / enquiries | Contacts | yes | Export leads to CSV and import as Contacts. Keep the ExtraaEdge lead ID as a custom property. |
| Applicants / applications (with stage) | Deals | partial | Map admissions stages to a Deal pipeline. Application export depth is unconfirmed. |
| Courses / programmes / centers | Custom objects | manual | Course and Center appear as lead fields in the API. Rebuild them as a custom object or dropdown properties. |
| Guardians | Contacts | manual | Whether guardians are stored as a separate entity is unconfirmed. Model them as associated Contacts. |
| Activities, follow-ups, communication history | Notes | manual | Activity tracking and follow-ups exist in the CRM. Whether they can be exported is unconfirmed. |
| Counsellor / lead owner | Contacts | partial | Map to HubSpot owner by user email. |
What to expect
Platform-specific automation must be rebuilt in HubSpot.
Channel integrations must be reconnected.
Out of scope; retain in the SIS/LMS.
ExtraaEdge uses lead status and sub-status.
Lead sources feed ExtraaEdge via integrations.
No documented bulk-extract API.
Minimise fields and set a retention policy.
Use UI exports or ask the vendor for a data dump.
Dedupe on email and phone before import.
Confirm the current API with the vendor.
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 docs confirm UI lead export and a lead-ingest API, but I found no documented bulk-extract API, rate limits or object schema. Object mapping rests on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate ExtraaEdge to HubSpot?
1. Ask ExtraaEdge for the AuthToken and Source, and for export permissions. 2. Inventory the lead fields, custom fields, status and sub-status values, and courses/centers. 3. Run the duplicate detection tools and clean the leads. 4. Decide which data stays in the SIS/LMS and which moves to HubSpot.
What data can move from ExtraaEdge to HubSpot?
These objects move directly: Leads / enquiries. Check the mapping table for partial and manual items.
What does not move from ExtraaEdge to HubSpot?
Workflows, drip campaigns and lead-scoring logic, IVR call and WhatsApp/SMS configuration and Grades, fee ledgers and learning delivery. Plan to rebuild or retire these.
How long does a ExtraaEdge to HubSpot migration take?
Small (<10k leads): 2-4 weeks. Mid (10k-100k leads): 4-8 weeks. Large (>100k leads, multi-campus): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from ExtraaEdge?
AuthToken and Source value from the ExtraaEdge team; CRM admin login for exports.
What compliance issues apply when moving ExtraaEdge data?
Check: Minors / student data, Education records (FERPA-type rules, depending on jurisdiction) and Payment/fee data. Agree consent, retention and access rules before exporting.
Moving ExtraaEdge into HubSpot?
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