ConvergeHub to HubSpot
Cloud CRM for small and midsize businesses covering sales, marketing automation, service cases and billing.
ConvergeHub data can move into HubSpot, landing mainly in Sales Hub. 1 of 9 mapped objects move directly (Contacts); 4 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 ConvergeHub
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
CSV-based move of core objects.
Mid migration
20k-200k
API extraction, activities and workflow rebuild.
Large migration
200k-500k
Heavy activity history, billing and documents.
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 ConvergeHub: what you need to get in, what lands in HubSpot, and what will not.
REST API (XML or JSON)
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- 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.
- Contact lists export to Excel and PDF
- Report export to CSV or PDF
- Bulk data export (a listed plan feature)
- REST API
- 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 ConvergeHub
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Exportable via the export tool or API. |
| Accounts/Companies | Companies | partial | Module name and export coverage are unconfirmed. |
| Leads | Contacts | partial | Leads are a separate module, so map them to Contacts with a lifecycle stage or lead status. |
| Opportunities | Deals | partial | Opportunity management exists. Pipeline and stage export is unverified. |
| Cases | Tickets | partial | Case management exists. Export coverage is unverified. |
| Activities (calls, tasks, meetings, emails) | Calls, Tasks, Meetings, Emails, Notes | manual | Whether activity exports include associations is unverified, so audit this first. |
| Documents | Files | manual | Document storage exists. Bulk export is unverified. |
| Products/Billing and invoices | Products, Line items, Quotes | manual | Billing and invoicing module exists. Map its fields manually. |
| Users | Owners | manual | Recreate users in HubSpot and map owners by email. |
What to expect
These are platform-specific configuration. No export path is documented.
HubSpot permission sets must be rebuilt.
Only output data can be exported to CSV or PDF. Report definitions cannot be.
The source has workflow and marketing automation.
ConvergeHub has custom reports in Summary, Tabular and Matrix formats.
Association export coverage is unverified, so test it.
Stage definitions are not confirmed as exportable.
Test an export of activities with record IDs and rebuild associations from them.
Request API docs and a sample export from the vendor before scoping.
Export before any downgrade or cancellation, and keep a backup.
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 and marketplace pages confirm a REST API, import/export, webhooks and a Recycle Bin. I found no API reference, auth method, rate limits, object schema or HubSpot connector docs, so object mapping rests on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate ConvergeHub to HubSpot?
1. Confirm your plan includes Export and REST API. 2. Request the API key and API documentation from ConvergeHub support. 3. Inventory modules (Leads, Contacts, Accounts, Opportunities, Cases, Billing) and custom fields. 4. Test whether exports carry record IDs and relationships between modules.
What data can move from ConvergeHub to HubSpot?
These objects move directly: Contacts. Check the mapping table for partial and manual items.
What does not move from ConvergeHub to HubSpot?
Workflow and automation rules, Role-based permissions and Reports and dashboards. Plan to rebuild or retire these.
How long does a ConvergeHub to HubSpot migration take?
Small (<20k): 2-4 weeks. Mid (20k-200k): 4-8 weeks. Large (200k-500k): 8-14 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving ConvergeHub data?
Check: Financial (billing and invoices) and Insurance (it lists an insurance-industry use case). Agree consent, retention and access rules before exporting.
Moving ConvergeHub into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner