EngageBay to HubSpot
All-in-one marketing, sales and support CRM with a REST API.
EngageBay data can move into HubSpot, landing mainly in Sales Hub. 2 of 11 mapped objects move directly (Contacts and Deals (tracks/milestones)); 5 items need manual work and 3 do not move. Plan roughly 1-3 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for EngageBay
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-based move.
Mid migration
10k-100k contacts, with deals and activities
API pull for activities and automation rebuild.
Large migration
>100k contacts, multiple tracks, tickets, heavy automation
Custom scripting and rate-limit handling.
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 EngageBay: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON; XML by default unless the Accept header asks for JSON)
REST API Key from Account Settings > API & Tracking Code.
Admin access is likely needed to view the API key and receive export emails. The CSV export email goes to the account admin/owner.
Not published as fixed numbers; 429 errors are returned and EngageBay points integrators to support. Pagination is cursor-based with a 100-record page cap (per a third-party source).
Choose your route
How will you move the data?
No native connector was found.
- You need: REST API Key from Account Settings > API & Tracking Code.
- Permission: Admin access is likely needed to view the API key and receive export emails. The CSV export email goes to the account admin/owner.
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.
- Contacts: select records, then Bulk action > Export to CSV (emailed to the admin/owner)
- Deals: List View, select all, then Bulk action > Export to CSV (emailed)
- REST API: contacts, companies, deals, tasks, notes, tickets, products, owners, custom fields, tags, lists, sequences, forms and more
- Contact call logs and notes via API
Limits: Not published as fixed numbers; 429 errors are returned and EngageBay points integrators to support. Pagination is cursor-based with a 100-record page cap (per a third-party source).
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: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In EngageBay
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | CSV export or API export; custom fields must be recreated in HubSpot. |
| Companies | Companies | partial | The API exposes companies. The help pages describe CSV import for companies; a bulk company CSV export path was not confirmed. |
| Deals (tracks/milestones) | Deals | yes | CSV export is available. Tracks map to pipelines and milestones to stages. |
| Tasks | Tasks | partial | The API exposes tasks. No bulk export was confirmed. |
| Notes | Notes | partial | Available via the API per contact. Association to deals and companies must be rebuilt. |
| Call logs | Calls | partial | Available via the API per contact. |
| Emails | Emails | manual | Emails appear on the record timeline. No export endpoint was confirmed. |
| Tickets | Tickets | partial | The API lists tickets. Export coverage was not verified. |
| Products | Products | partial | The API lists products. |
| Owners/users | Owners (users) | manual | Owners do not carry over on import; reassign them after import. Users are created in HubSpot manually. |
| Documents | Files | manual | Documents can be attached to contacts, companies and deals; no bulk export was confirmed. |
What to expect
These are automation definitions. No export format was found, so rebuild them in HubSpot.
No export was found; recreate them in HubSpot.
No export was found; rebuild them in HubSpot.
The importer needs fields to exist ahead of time; custom field mapping is manual.
Names in the deal CSV are case-sensitive and must match exactly on import.
Owners do not carry over automatically.
Bulk exports are record-level CSVs; activities need API pulls per contact.
No export path was found for automation definitions.
Pull notes, calls and tasks through the API per contact and re-associate them using the source IDs.
Use batch paging with backoff and run extraction off-peak.
Align the names exactly, including case, before the import.
Confirm the admin mailbox receives the exports before the cutover.
Send the Accept: application/json header.
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) and API key access are backed by EngageBay help pages and integrator docs. The HubSpot-side mapping, the activity/association export coverage, and the certifications and residency details were not verified in vendor or HubSpot docs.
Sources
Related migrations
Frequently asked questions
How do I migrate EngageBay to HubSpot?
1. Confirm an admin can copy the REST API Key from Account Settings > API & Tracking Code. 2. Inventory contacts, companies, deals, tracks, custom fields, tags and lists across the Marketing, Sales and Service modules. 3. Export a sample of contacts and deals to CSV and check that the admin mailbox receives them. 4. Document workflows, sequences, forms and user permissions for rebuild.
What data can move from EngageBay to HubSpot?
These objects move directly: Contacts and Deals (tracks/milestones). Check the mapping table for partial and manual items.
What does not move from EngageBay to HubSpot?
Workflows, sequences and broadcasts, User roles and permissions and Reports and dashboards. Plan to rebuild or retire these.
How long does a EngageBay to HubSpot migration take?
Small (<10k contacts, few deals): 1-3 weeks. Mid (10k-100k contacts, with deals and activities): 3-8 weeks. Large (>100k contacts, multiple tracks, tickets, heavy automation): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from EngageBay?
REST API Key from Account Settings > API & Tracking Code. Admin access is likely needed to view the API key and receive export emails. The CSV export email goes to the account admin/owner.
What compliance issues apply when moving EngageBay data?
Check: Support tickets and notes may include sensitive or health/financial data; check before import.. Agree consent, retention and access rules before exporting.
Moving EngageBay into HubSpot?
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