BenchmarkONE to HubSpot
Small-business CRM with email marketing automation, deals, tasks and tagging.
BenchmarkONE data can move into HubSpot, landing mainly in Sales Hub. 2 of 8 mapped objects move directly (Contacts (with status, tags, custom fields) and Deals (stage, amount, close dates, lost reason, rep)); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for BenchmarkONE
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 contacts, few deals
CSV-led move with basic workflows.
Mid migration
10k-100k contacts, thousands of deals
Property redesign and automation rebuild.
Large migration
>100k contacts, heavy activity history
Association reconciliation and a phased cutover.
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 BenchmarkONE: what you need to get in, what lands in HubSpot, and what will not.
BenchmarkONE API key, or a System Administrator login for the full export.
System Administrator is required for the full database export. Non-admins do not see the Data block.
Choose your route
How will you move the data?
No native connector was found.
- You need: BenchmarkONE API key, or a System Administrator login for the full export.
- Permission: System Administrator is required for the full database export. Non-admins do not see the Data block.
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.
- Full database export (admin): Account Settings > Data > Export Data > New Export File, delivered as a zip of spreadsheets by email notification
- Contact list CSV export (Contacts > Actions > Show More > Export Contacts), processed as a background job
- Deals CSV export (filtered or all deals)
- Zapier triggers and actions (webhook automation trigger; create or tag contact actions)
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: 8-14 weeks, usually phased.
Talk to a partnerWhere each object lands
In BenchmarkONE
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (with status, tags, custom fields) | Contacts | yes | Export by CSV or full export. Contact status maps to lifecycle stage or a custom property, and tags need a property design. |
| Companies (with custom fields) | Companies | partial | Company custom fields are in the full export. Whether a standalone company file is included is not confirmed in the docs I read. |
| Deals (stage, amount, close dates, lost reason, rep) | Deals | yes | The full export includes deal fields, deal custom fields and a deal-to-contact association file. |
| Notes and Tasks | Notes | partial | One activity file with Contact, Company and Deal IDs. Notes and Tasks map to HubSpot engagements. IMAP notes are not exported, but BCC notes are. |
| Tasks | Tasks | partial | The export includes task title, body, completion flag, due date, type and creator. |
| Sales reps / users | Contacts | manual | Reps appear as a field value on records. Match them to HubSpot owners by email. |
| Deal pipeline and stages | Deals | manual | Stages come through as values on deals. The HubSpot pipeline must be built first. |
| Products | Products | manual | Products exist in Account Settings. I found no confirmation that they appear in the export. |
What to expect
The vendor states IMAP notes are not exported.
Not part of the data export. They must be rebuilt as HubSpot workflows and sequences.
Automation logic is not exported.
The export carries rep names only, not roles or permissions.
Reports are not in the data export.
These have no one-to-one HubSpot equivalent.
Reconcile record counts for notes, tasks and associations against the source before cutover.
Export unsubscribed and spam-complaint contacts and import them to HubSpot as non-marketing or unsubscribed.
Rely on the CSV and zip exports, and ask the vendor about API access.
Have an admin start the export early and keep the emailed zip.
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 and the object list are backed by vendor help docs. The public API (type, rate limits, auth) is not documented in what I found, and I found no HubSpot native connector or HubSpot-side mapping docs, so those sections rely on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate BenchmarkONE to HubSpot?
1. Have a System Administrator confirm they can see Account Settings > Data. 2. Audit contact statuses, tags, custom fields (contact, company, deal) and deal stages. 3. Build the HubSpot properties, pipeline and owners to match. 4. Inventory automations and campaigns to rebuild as workflows.
What data can move from BenchmarkONE to HubSpot?
These objects move directly: Contacts (with status, tags, custom fields) and Deals (stage, amount, close dates, lost reason, rep). Check the mapping table for partial and manual items.
What does not move from BenchmarkONE to HubSpot?
IMAP-synced email notes and Automations and campaigns. Plan to rebuild or retire these.
How long does a BenchmarkONE to HubSpot migration take?
Small (<10k contacts, few deals): 2-4 weeks. Mid (10k-100k contacts, thousands of deals): 4-8 weeks. Large (>100k contacts, heavy activity history): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from BenchmarkONE?
BenchmarkONE API key, or a System Administrator login for the full export. System Administrator is required for the full database export. Non-admins do not see the Data block.
What compliance issues apply when moving BenchmarkONE data?
Check: Free-text notes may hold sensitive data, so screen them for health or financial information. Agree consent, retention and access rules before exporting.
Moving BenchmarkONE into HubSpot?
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