eWay-CRM to HubSpot
Outlook- and Microsoft 365-integrated CRM covering contacts, deals, projects, tasks and marketing.
eWay-CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 8 mapped objects move directly (Contacts, Companies and Tasks); 3 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for eWay-CRM
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 records
Excel/CSV-driven.
Mid migration
10k-100k records
API export, association rebuild and workflows.
Large migration
>100k records or heavy email history
Projects, activities and permissions add effort.
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 eWay-CRM: what you need to get in, what lands in HubSpot, and what will not.
JSON/REST-style web service (API.svc, with Swagger and Postman docs); the older WcfService/Service.svc endpoint is deprecated
Web Service URL, plus a dedicated API user (or OAuth ClientID/ClientSecret with a redirect URL).
The API user needs enough permissions for the objects it reads. On cloud, support must enable API help and generate OAuth clients.
Choose your route
How will you move the data?
No native connector was found.
- You need: Web Service URL, plus a dedicated API user (or OAuth ClientID/ClientSecret with a redirect URL).
- Permission: The API user needs enough permissions for the objects it reads. On cloud, support must enable API help and generate OAuth clients.
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.
- Excel export from eWay-CRM Desktop
- API methods such as GetContacts, GetCompanies, GetTasks and GetChanges
- Direct SQL Server access for on-premise installs
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: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In eWay-CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Exported via GetContacts or Excel, then imported by CSV or API, with ItemGUID kept as a legacy ID property. |
| Companies | Companies | yes | Exported via GetCompanies or Excel; load companies before contacts. |
| Leads/Deals (projects, opportunities) | Deals | partial | Deal and pipeline export methods were not confirmed in the sources I found; check the Swagger spec. |
| Tasks | Tasks | yes | GetTasks is available via the API. |
| Emails, calendar items, journal/notes | Emails | manual | Activity and email history is stored in Outlook and eWay. Export coverage is unverified and needs an audit. |
| Projects | Custom objects | manual | HubSpot has no equivalent of eWay Projects; model them as custom objects or deals. |
| Documents/attachments | Files | partial | SaveDocument and SaveBinaryAttachment exist for writing; read and export methods need confirming. |
| Users/owners | Contacts | manual | Users are searchable through SearchUsers; map them to HubSpot owners by email. |
What to expect
These are configuration and must be rebuilt as HubSpot workflows.
The permission model is eWay-specific and needs rebuilding in HubSpot.
They need rebuilding in HubSpot reporting.
Admin-defined custom fields and the structure vary per tenant.
Association export through the API and Excel is not documented in the sources found.
HubSpot has no matching project module.
Run a pilot export of activities and decide whether to archive them or log them to HubSpot.
Filter by UpdatedAt or ItemGUID in batches and test volumes first.
Refresh tokens within each batch.
Ask eWay support early for OAuth credentials and API help.
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.
The API, auth and Excel export are backed by vendor docs and repos. Object-to-HubSpot mapping, limits, residency and certifications are not documented in what I found, so those rest on category-level knowledge. No native HubSpot connector is documented.
Sources
Related migrations
Frequently asked questions
How do I migrate eWay-CRM to HubSpot?
1. Get the Web Service URL and create a dedicated eWay API user with read permissions. 2. Request OAuth ClientID/ClientSecret from support, or create them via the SQL stored procedure if on-premise. 3. Pull the Swagger spec and list the entities and custom fields in use. 4. Create HubSpot custom properties for ItemGUID and any eWay custom fields.
What data can move from eWay-CRM to HubSpot?
These objects move directly: Contacts, Companies and Tasks. Check the mapping table for partial and manual items.
What does not move from eWay-CRM to HubSpot?
Workflows and automation rules, User permissions and roles and Reports and dashboards. Plan to rebuild or retire these.
How long does a eWay-CRM to HubSpot migration take?
Small (<10k records): 2-4 weeks. Mid (10k-100k records): 4-8 weeks. Large (>100k records or heavy email history): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from eWay-CRM?
Web Service URL, plus a dedicated API user (or OAuth ClientID/ClientSecret with a redirect URL). The API user needs enough permissions for the objects it reads. On cloud, support must enable API help and generate OAuth clients.
Is there a native HubSpot connector for eWay-CRM?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving eWay-CRM data?
Check: Possible special-category or financial data in free-text notes and attachments. Agree consent, retention and access rules before exporting.
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