Salesforce Education Cloud to HubSpot
Salesforce Education Cloud is a CRM layer for education institutions, built on the Salesforce platform. It uses Account, Contact, Opportunity and Case objects plus EDA objects.
Salesforce Education Cloud data can move into HubSpot, landing mainly in Sales Hub. 4 of 7 mapped objects move directly (Contact (applicants, students, guardians), Account (households, academic programmes, institutions), Opportunity (admissions applications/stages) and Case (enquiries/support)); 4 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 Salesforce Education Cloud
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
<50k contacts
Core objects by CSV.
Mid migration
50k-500k
Custom objects and activity history.
Large migration
>500k
Multiple record types, API-based load 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 Salesforce Education Cloud: what you need to get in, what lands in HubSpot, and what will not.
Salesforce REST, Bulk API and Bulk API 2.0, with SOQL queries
A Salesforce user with API Enabled and read access to the objects being exported.
System Administrator, or a permission set with API Enabled, object read access and Bulk API access.
API calls count against the org's daily API allocation. Data Loader handles up to 5M records (Bulk API) or 150M (Bulk API 2.0).
Choose your route
How will you move the data?
HubSpot offers an integration for importing records from Salesforce Education Cloud.
- You need: A Salesforce user with API Enabled and read access to the objects being exported.
- Permission: System Administrator, or a permission set with API Enabled, object read access and Bulk API access.
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.
- Setup > Data Export (Export Now or scheduled weekly/monthly CSVs)
- Data Loader export with SOQL to CSV
- Bulk API 2.0 / REST API
- SFDX CLI queries
- Reports (limited rows)
Limits: API calls count against the org's daily API allocation. Data Loader handles up to 5M records (Bulk API) or 150M (Bulk API 2.0).
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 Salesforce Education Cloud
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contact (applicants, students, guardians) | Contacts | yes | HubSpot has no Lead object, so leads and contacts both land as Contacts. Role (applicant, student, guardian) needs a property or custom object. |
| Account (households, academic programmes, institutions) | Companies | yes | Import Companies before Contacts or Deals to keep associations. EDA account record types need review. |
| Opportunity (admissions applications/stages) | Deals | yes | Stages map to pipeline stages, and record types often become separate pipelines. |
| Case (enquiries/support) | Tickets | yes | Needs Service Hub for full support workflows. |
| Tasks, Events, Notes, Email Messages | Tasks, Meetings, Calls, Notes, Emails | partial | Engagement history maps by type. Email and attachment export is multi-step because related objects must be exported separately. |
| EDA custom objects (programme enrolment, affiliations, course offerings) | Custom objects | manual | Custom objects need creation and associations before import. They need a HubSpot Enterprise plan. Whether to migrate them at all depends on the SIS/LMS boundary. |
| Campaigns | Custom objects | partial | There is no direct equivalent. Campaigns are usually remodeled as lists or HubSpot campaigns, and the native import requires the campaign to be Active. |
What to expect
Automation and code do not migrate and must be rebuilt in HubSpot.
Per the analyst scope these stay in the SIS/LMS and are not moved to HubSpot.
Stages and record types do not convert 1:1.
HubSpot has no household model equivalent to EDA.
No native tool follows the relationships, and exports return raw IDs only.
Automation does not migrate, and owners must be mapped to HubSpot users.
Keep the Salesforce ID on every record as a unique property and import parents first.
Define a boundary and exclude grades, fee ledgers and SIS fields.
Use CSV import with full field mapping for the initial load.
Schedule exports off-peak or use Bulk API 2.0.
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 (Data Export, Data Loader, Bulk API) and the HubSpot Salesforce import are sourced. The Education Cloud / EDA data model and the education-specific objects (applications, programmes, guardians) rest on category-level knowledge, not on vendor docs I read.
Sources
Related migrations
Frequently asked questions
How do I migrate Salesforce Education Cloud to HubSpot?
1. Inventory the Education Cloud/EDA objects in use (Account record types, Contact, Opportunity, Case, custom objects). 2. Confirm the admin has API Enabled and Bulk API permissions, or run a Data Export. 3. Define the SIS/LMS boundary so grades and fee ledgers are excluded. 4. Create HubSpot properties, pipelines and custom objects, including a Salesforce ID property.
What data can move from Salesforce Education Cloud to HubSpot?
These objects move directly: Contact (applicants, students, guardians), Account (households, academic programmes, institutions), Opportunity (admissions applications/stages) and Case (enquiries/support). Check the mapping table for partial and manual items.
What does not move from Salesforce Education Cloud to HubSpot?
Apex code, Visualforce pages, flows and workflows and Grades, fee ledgers and learning delivery data. Plan to rebuild or retire these.
How long does a Salesforce Education Cloud to HubSpot migration take?
Small (<50k contacts): 3-6 weeks. Mid (50k-500k): 6-12 weeks. Large (>500k): 12-24 weeks. These are planning estimates, not a quote.
What access do I need to export from Salesforce Education Cloud?
A Salesforce user with API Enabled and read access to the objects being exported. System Administrator, or a permission set with API Enabled, object read access and Bulk API access.
Is there a native HubSpot connector for Salesforce Education Cloud?
Yes. Confirm the supported objects in discovery.
What compliance issues apply when moving Salesforce Education Cloud data?
Check: Minors' data (applicants and guardians), Education records (FERPA/GDPR-type regimes apply by region) and Possible health or financial aid data. Agree consent, retention and access rules before exporting.
Moving Salesforce Education Cloud into HubSpot?
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