CAS genesisWorld to HubSpot
CRM/xRM suite for small and mid-sized B2B firms, often run on-premise, with addresses, appointments, opportunities, projects and custom objects.
CAS genesisWorld data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Addresses (companies) and Addresses (contact persons / individuals)); 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 CAS genesisWorld
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
<20k records
CSV-based, core objects.
Mid migration
20k-150k records
API pulls for activities and links.
Large migration
150k+ records
Custom objects, on-premise access and heavy rebuild.
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 CAS genesisWorld: what you need to get in, what lands in HubSpot, and what will not.
REST (XPRO/genesisREST) and SOAP web services
A CAS service user. Its permissions limit which data is reachable.
Exporting more than one record needs special export/import rights. The SDK docs are limited to CAS certified partners.
Choose your route
How will you move the data?
No native connector was found.
- You need: A CAS service user. Its permissions limit which data is reachable.
- Permission: Exporting more than one record needs special export/import rights. The SDK docs are limited to CAS certified partners.
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.
- Import/Export wizard to CSV or TXT (semicolon separator for CSV)
- Export to Excel from the Tools menu or list context menu
- REST/SOAP API extraction
- vCard export of addresses
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 CAS genesisWorld
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Addresses (companies) | Companies | yes | Companies and contact persons are linked through a key field plus company/contact flags on import. |
| Addresses (contact persons / individuals) | Contacts | yes | Export via CSV or API, then rebuild the company association from the key field. |
| Sales opportunities | Deals | partial | Integrators list opportunities as a synced object. Pipeline and stage mapping must be defined. |
| Appointments, activities, tasks | Meetings, Tasks, Calls, Notes | partial | Reachable through the API. Participants cannot be imported into records via CSV. |
| Projects | Custom objects | manual | Projects and custom objects are exposed by the API and need custom-object design in HubSpot. |
| Links/relations between records | Associations | partial | The REST API has a Link resource. CSV exports may not carry all links, so audit association coverage. |
| Users/owners | Owners | manual | Map users to HubSpot users by email. |
What to expect
No export-to-HubSpot path was found. They must be rebuilt as HubSpot workflows.
No export-to-HubSpot path was found. They must be rebuilt in HubSpot.
CAS docs say participants cannot be imported to a data record.
Source stages are not a HubSpot structure.
CAS offers PDF report templates and dashboards that don't transfer.
Source rights are specific to CAS.
Custom objects are exposed via the API and need HubSpot schemas.
Compare record and link counts between the export and the source, using the API for links.
Use the public Swagger demo and the Import/Export wizard, or engage a CAS partner.
Confirm the genesisWorld version before choosing a method.
Expose the REST endpoint through a VPN or gateway.
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 (CSV/Excel wizard) and REST/SOAP APIs are backed by CAS docs and integrator pages. No HubSpot-side doc for this source was found. Object mapping, rate limits, auth and residency rest on integrator and category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate CAS genesisWorld to HubSpot?
1. Confirm the genesisWorld version (X13 vs X14+) and whether it is on-premise or cloud. 2. Get a CAS user with multi-record export rights and a REST service account. 3. Inventory address types, custom fields, custom objects and links. 4. Decide how addresses map to Contacts vs Companies (gWIsCompany/gWIsContact flags).
What data can move from CAS genesisWorld to HubSpot?
These objects move directly: Addresses (companies) and Addresses (contact persons / individuals). Check the mapping table for partial and manual items.
What does not move from CAS genesisWorld to HubSpot?
Automation rules, e-mail rules and workflows, Permissions, rights and reports/dashboards and Participants on records via CSV. Plan to rebuild or retire these.
How long does a CAS genesisWorld to HubSpot migration take?
Small (<20k records): 3-5 weeks. Mid (20k-150k records): 6-10 weeks. Large (150k+ records): 10-16 weeks. These are planning estimates, not a quote.
What access do I need to export from CAS genesisWorld?
A CAS service user. Its permissions limit which data is reachable. Exporting more than one record needs special export/import rights. The SDK docs are limited to CAS certified partners.
What compliance issues apply when moving CAS genesisWorld data?
Check: May hold employee data and Healthcare customers use it (emi sync lists healthcare connectors) – check for health data. Agree consent, retention and access rules before exporting.
Moving CAS genesisWorld into HubSpot?
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