Claritysoft to HubSpot
Cloud CRM for small and midsize businesses. It covers contacts, companies, leads, pipelines, workflow automation, quotes, orders and invoices, projects, ticketing and email marketing.
Claritysoft data can move into HubSpot, landing mainly in Sales Hub. 2 of 8 mapped objects move directly (Contacts and Accounts (companies)); 3 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Claritysoft
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
CSV export with basic pipeline.
Mid migration
10k-50k contacts
API-based extraction with workflow rebuild.
Large migration
50k-100k+ contacts
Custom modules, orders and projects, and history reconciliation.
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 Claritysoft: what you need to get in, what lands in HubSpot, and what will not.
REST API with JSON payloads
An API key generated in Settings > Integrations > API Keys.
The API key carries the same access privileges as the user who owns it, so use an admin-level user to cover all records.
Choose your route
How will you move the data?
No native connector was found.
- You need: An API key generated in Settings > Integrations > API Keys.
- Permission: The API key carries the same access privileges as the user who owns it, so use an admin-level user to cover all records.
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.
- Data Export Tool (listed in plan comparison)
- Export to Excel
- REST API
- Zapier integration (lead triggers and actions)
- Configurable webhooks
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 Claritysoft
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Available via API and export; the API docs and Zapier list contact and lead resources. |
| Accounts (companies) | Companies | yes | Accounts are exposed in the API; the contact-to-account association must be exported explicitly. |
| Leads | Contacts | partial | Leads have no direct HubSpot equivalent; map them to Contacts with a lead status or lifecycle stage. |
| Opportunities / pipelines | Deals | partial | Opportunities and pipeline stages are described by the vendor; export coverage and stage history are unverified. |
| Activities (tasks, notes, emails) | Notes | partial | Activity history is kept, and Outlook/Gmail logging exists. Whether the export includes it is unconfirmed, so audit it. Targets are Notes, Tasks, Emails, Calls and Meetings. |
| Quotations, price books | Quotes | manual | Quotes and products exist in Claritysoft. The API exposes quotation creation; rebuild the rest as Products and Quotes. |
| Sales orders / invoices / projects / support tickets | Custom objects | manual | Tickets map to Tickets. Orders, invoices and projects need Custom objects or line items. |
| Attachments | Files | partial | An Attachment API resource exists. Files must be re-uploaded and associated. |
What to expect
These are configuration, not data. Rebuild them as HubSpot workflows.
Role-based layouts and permissions must be recreated in HubSpot.
Rebuild them in HubSpot reporting.
The Complete plan allows custom modules, and each needs its own mapping.
Exports may be flat, so confirm association coverage.
Claritysoft assigns owners and blocks duplicates automatically.
Run a test export and compare record counts and associations per object.
Confirm the plan includes the Data Export Tool and API, or buy the Advanced API add-on.
Batch API pulls and ask vendor support for limits.
Use only the current API help and test against a sandbox export.
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.
Product, REST API with API-key auth, and export tooling are backed by vendor pages. Object-level field coverage, rate limits, and the HubSpot mapping rest on category-level knowledge. No HubSpot-side docs for this source were found.
Sources
Related migrations
Frequently asked questions
How do I migrate Claritysoft to HubSpot?
1. Confirm your plan (Core or Complete) and whether the Data Export Tool and API are enabled. 2. Generate an API key under Settings > Integrations > API Keys using an admin user. 3. Inventory custom modules, record types, fields and picklists. 4. Run a trial export of contacts, accounts, opportunities and activities, and check association columns.
What data can move from Claritysoft to HubSpot?
These objects move directly: Contacts and Accounts (companies). Check the mapping table for partial and manual items.
What does not move from Claritysoft to HubSpot?
Workflow automations, User profiles, permissions and record layouts and Reports and dashboards. Plan to rebuild or retire these.
How long does a Claritysoft to HubSpot migration take?
Small (<10k contacts): 2-4 weeks. Mid (10k-50k contacts): 4-8 weeks. Large (50k-100k+ contacts): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from Claritysoft?
An API key generated in Settings > Integrations > API Keys. The API key carries the same access privileges as the user who owns it, so use an admin-level user to cover all records.
What compliance issues apply when moving Claritysoft data?
Check: Reviewers include healthcare and education users, so check for health or student data in notes and attachments.. Agree consent, retention and access rules before exporting.
Moving Claritysoft into HubSpot?
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