17hats to HubSpot
Contact-based small-business CRM and workflow tool for solopreneurs and service businesses. It covers leads, clients, projects, invoicing and automations.
17hats data can move into HubSpot, landing mainly in Sales Hub. 1 of 5 mapped objects move directly (Contacts (Hot Leads, Clients, Cold Prospects, Other)); 4 items need manual work and 2 do not move. Plan roughly 1-2 weeks for a small move and 6-10 weeks for a large one.
Migration checklist for 17hats
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
<2k contacts
Mostly contact CSV import plus a few templates.
Mid migration
2k-10k contacts, hundreds of projects
Manual deal rebuild and automation recreation.
Large migration
10k+ contacts, thousands of projects
Heavy manual archiving; no API for bulk extraction.
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 17hats: what you need to get in, what lands in HubSpot, and what will not.
A 17hats login with access to the Contacts or Leads pages. A Zapier account is needed for the Zapier route.
Choose your route
How will you move the data?
No native connector was found.
- You need: A 17hats login with access to the Contacts or Leads pages. A Zapier account is needed for the Zapier route.
- 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.
- CSV export of Contact Details from the Contacts or Leads page (gear icon > Export Contacts), filterable by type or tag
- Zapier integration to push contact data to other apps
- Project data (documents, details, emails, time logs) must be saved individually
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: 6-10 weeks, usually phased.
Talk to a partnerWhere each object lands
In 17hats
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (Hot Leads, Clients, Cold Prospects, Other) | Contacts | yes | CSV export of contact details imports into HubSpot. Contact type and tags can map to custom properties or lifecycle stage. |
| Projects | Deals | manual | Project information is not part of the contact export, so deals must be rebuilt from manual extracts. |
| Companies (contact-level company field) | Companies | partial | The export covers contact details only. Whether a company field is included is unconfirmed, so company records may need to be derived from contact data. |
| Emails, documents, time logs | Notes | manual | These must be saved individually per project. |
| Invoices, quotes, contracts, questionnaires | Quotes | no | No export for these is documented. |
What to expect
The vendor states only Contact Details can be exported.
No export is documented, so they have to be rebuilt in HubSpot.
There is no automation export.
Project data is not in the contact export.
The vendor says these must be saved one by one.
No report or permission export is documented.
Archive PDFs or emails per project before cancelling, and log key history as HubSpot notes.
Map contact type and tags to dedicated HubSpot properties before import.
Use a one-time CSV cutover, or Zapier for a short parallel-run period.
Confirm opt-in status and set HubSpot marketing contact status manually.
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.
The vendor help centre documents the contact CSV export and the Zapier route. It documents no public API, no HubSpot connector, and no export of projects, invoices or other objects. Object mapping to HubSpot rests on category-level analyst judgement.
Sources
Related migrations
Frequently asked questions
How do I migrate 17hats to HubSpot?
1. Audit contact types (Hot Leads, Clients, Cold Prospects, Other) and tags. 2. Inventory active projects, invoices, contracts and automations in 17hats. 3. Create HubSpot custom properties for contact type, tags and any 17hats-specific fields. 4. Design the HubSpot deal pipeline to match 17hats project stages.
What data can move from 17hats to HubSpot?
These objects move directly: Contacts (Hot Leads, Clients, Cold Prospects, Other). Check the mapping table for partial and manual items.
What does not move from 17hats to HubSpot?
Project details, documents, emails and time logs in bulk and Workflows/automations, templates and scheduler setups. Plan to rebuild or retire these.
How long does a 17hats to HubSpot migration take?
Small (<2k contacts): 1-2 weeks. Mid (2k-10k contacts, hundreds of projects): 3-6 weeks. Large (10k+ contacts, thousands of projects): 6-10 weeks. These are planning estimates, not a quote.
What access do I need to export from 17hats?
A 17hats login with access to the Contacts or Leads pages. A Zapier account is needed for the Zapier route.
What compliance issues apply when moving 17hats data?
Check: Small-business client data may include financial details on invoices and Photography and event clients may include minors' data. Agree consent, retention and access rules before exporting.
Moving 17hats into HubSpot?
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