Aptean Onyx CRM to HubSpot
Onyx CRM is a horizontal CRM (sales, marketing, service) owned by Aptean, which formed in 2012 from the merger of CDC Software and Consona.
Aptean Onyx CRM data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 4 items need manual work and 3 do not move. Plan roughly 3-5 weeks for a small move and 10-16 weeks for a large one.
Migration checklist for Aptean Onyx CRM
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
<25k records
CSV import of contacts, companies and deals.
Mid migration
25k-250k records
Includes activities and workflow rebuild.
Large migration
>250k records
Includes custom entities, integrations and database 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 Aptean Onyx CRM: what you need to get in, what lands in HubSpot, and what will not.
Onyx application login with rights to the export features, or direct database access for hosted or on-prem installs (unverified).
Likely an administrator or a role with Export Data rights (unverified).
Choose your route
How will you move the data?
No native connector was found.
- You need: Onyx application login with rights to the export features, or direct database access for hosted or on-prem installs (unverified).
- Permission: Likely an administrator or a role with Export Data rights (unverified).
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.
- In-app 'Export Data' feature that lists the available exports
- Export of data and files to Excel or Word
- Reports exported to PDF or Word
- Outlook integration for emails, contacts and activities
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: 10-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Aptean Onyx CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | partial | Move via Excel/CSV export and HubSpot import. Export coverage needs checking. |
| Companies | Companies | partial | Export as CSV. Contact-to-company links need a shared key. |
| Opportunities/Deals | Deals | partial | Which exports cover opportunities is unconfirmed. Pipelines and stages must be rebuilt in HubSpot. |
| Activities (appointments, tasks, notes) | Notes | manual | Activity export coverage is unconfirmed. Map to Notes, Tasks, Calls and Meetings after an audit. |
| Users/owners | Contacts | manual | Create HubSpot users, then map owners by email. |
| Cases/service incidents | Tickets | manual | Category-level assumption that Onyx tracks service cases. |
What to expect
Aptean describes a workflow builder, but no export format was found, so rebuild it in HubSpot.
HubSpot has a different permission model, so rebuild it.
Reports export as PDF or Word documents, not as definitions HubSpot can read.
Coverage by record type is not documented in the sources found.
Configuration does not transfer through data exports.
Onyx has deduping tools, but HubSpot matches on email and domain.
Documents and Outlook-archived emails sit outside the standard data exports.
Test the export on a sample and reconcile record counts and associations.
Confirm the version and support status with Aptean before you plan the timeline.
Inventory the integrations and replace them with HubSpot integrations.
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 pages confirm Excel/Word export and Onyx 'Export Data' features, but I found no API docs, HubSpot connector docs or current lifecycle status. Object mapping and HubSpot import paths rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Aptean Onyx CRM to HubSpot?
1. Confirm the Onyx version and whether it is hosted or on-prem. 2. List the exports available under Onyx 'Export Data'. 3. Check whether the available exports include opportunities, activities and associations. 4. Inventory custom fields, workflows, roles and reports.
What does not move from Aptean Onyx CRM to HubSpot?
Workflow automation, Security roles and permissions and Reports and the 60 standard reports. Plan to rebuild or retire these.
How long does a Aptean Onyx CRM to HubSpot migration take?
Small (<25k records): 3-5 weeks. Mid (25k-250k records): 6-10 weeks. Large (>250k records): 10-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Aptean Onyx CRM?
Onyx application login with rights to the export features, or direct database access for hosted or on-prem installs (unverified). Likely an administrator or a role with Export Data rights (unverified).
What compliance issues apply when moving Aptean Onyx CRM data?
Check: Depends on the customer, since the platform is cross-industry; check for health, financial or minors' data.. Agree consent, retention and access rules before exporting.
Moving Aptean Onyx CRM into HubSpot?
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