Maximizer CRM to HubSpot
Horizontal CRM with sales, marketing and service modules, sold as cloud (Maximizer CRM Live) and on-premise.
Maximizer CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 10 mapped objects move directly (Company (Address Book), Individual (Address Book) and User-defined fields); 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 Maximizer CRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 doneDuring
0 of 6 doneAfter
0 of 6 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
CSV/XML export, with no attachments.
Mid migration
10k-50k records
API extraction with notes and activities.
Large migration
50k+ records with attachments
Attachments, complex UDFs and a specialist.
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 Maximizer CRM: what you need to get in, what lands in HubSpot, and what will not.
Octopus API (Maximizer.Web.Data), a JSON web service; Ferret API v2 is a newer read-only beta
A PAT or OAuth client, plus the Maximizer database ID and API base URL. The user must be enabled for Web Access or Service Access.
The Octopus API is reported to cap at about 100 calls/min. Webhooks allow 10 targets per instance and need a response within 2 seconds. This comes from a third-party source.
Choose your route
How will you move the data?
No native connector was found.
- You need: A PAT or OAuth client, plus the Maximizer database ID and API base URL. The user must be enabled for Web Access or Service Access.
- 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.
- Native CSV/TSV export of the Address Book (Companies and Individuals only)
- Native XML/MXI export (can include contacts, notes and documents, but contact unique IDs are not exported)
- Excel/report export from the web client (static snapshot)
- SQL .BAK backup (on-prem only)
- Octopus API with binary download for attachments
- Webhooks for delta sync
Limits: The Octopus API is reported to cap at about 100 calls/min. Webhooks allow 10 targets per instance and need a response within 2 seconds. This comes from 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 Maximizer CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Company (Address Book) | Companies | yes | Straightforward mapping via CSV or API. |
| Individual (Address Book) | Contacts | yes | Depends on whether the data is B2B or B2C. HubSpot dedupes contacts on email. |
| Contact (sub-entry under a company) | Contacts | partial | The parent-child link must be rebuilt as a company association. XML export omits contact unique IDs. |
| Opportunity | Deals | partial | Stages may not map 1:1 to the HubSpot pipeline. Opportunities are available via the Octopus API. |
| Notes | Notes | partial | Notes are available in XML export or the API. HubSpot import needs them as CSV or API calls. |
| Appointments/tasks (activities) | Meetings / Tasks / Calls | partial | Export coverage must be audited. SuprSwitch claims activities and tasks. The Octopus API is the likely route. |
| User-defined fields | Custom properties | yes | Create the properties in HubSpot before import. |
| Cases (service) | Tickets | partial | Cases are retrievable via the Octopus API on on-prem installs. |
| Documents/attachments | Files | manual | Native exports miss attachments. Use the API BinaryDownload endpoint or SQL blob decoding. |
| Users/owners | Users / owner property | manual | Recreate the users, then map the owner property. |
What to expect
HubSpot sets 'Created by' automatically on import and does not carry over stage history.
These are configuration and are not exported as data. Rebuild them in HubSpot.
No modern CRM can import the backup file directly.
Automation does not transfer.
Maximizer security does not map directly.
Report definitions are not portable.
The native CSV omits contacts and opportunities. XML omits contact IDs.
Sales processes may not match 1:1.
Extract via the Octopus API and keep the Maximizer keys in a custom property for joins.
Batch the extraction and run it off-hours.
Import in sequence and join on Record ID.
Carry opt-out and consent fields over explicitly.
Use the /authenticate endpoint or OAuth.
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 Octopus API and the native export paths are documented by Maximizer's developer site and a third-party migration guide. There is no vendor-documented HubSpot connector. Object mapping, rate limits and governance rest partly on the third-party guide (ClonePartner) and category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Maximizer CRM to HubSpot?
1. Confirm whether the deployment is Live or on-prem, and its version. 2. Create a PAT (on-prem needs 2024R1 or later) or an OAuth client. 3. Inventory Address Book entries, sub-contacts, opportunities, notes, cases and UDFs. 4. Test whether native CSV or XML export covers contacts and notes, and note the gaps.
What data can move from Maximizer CRM to HubSpot?
These objects move directly: Company (Address Book), Individual (Address Book) and User-defined fields. Check the mapping table for partial and manual items.
What does not move from Maximizer CRM to HubSpot?
Activity authorship (created-by user) and deal stage history, Maximizer workflows/automation, permissions and reports and SQL .BAK backup contents. Plan to rebuild or retire these.
How long does a Maximizer CRM to HubSpot migration take?
Small (<10k records): 1-3 weeks. Mid (10k-50k records): 3-8 weeks. Large (50k+ records with attachments): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Maximizer CRM?
A PAT or OAuth client, plus the Maximizer database ID and API base URL. The user must be enabled for Web Access or Service Access.
Is there a native HubSpot connector for Maximizer CRM?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving Maximizer CRM data?
Check: Possible financial and wealth client data and Possible health data, depending on the customer. Agree consent, retention and access rules before exporting.
Moving Maximizer CRM into HubSpot?
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