Nutshell to HubSpot
SMB and mid-market B2B sales CRM with email marketing and automation.
Nutshell data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (People and Companies (API: accounts)); 4 items need manual work and 3 do not move. Plan roughly 1-3 weeks for a small move and 6-12 weeks for a large one.
Migration checklist for Nutshell
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/companies/deals
CSV-based.
Mid migration
10k-50k records with activities
API for activities.
Large migration
>50k records, heavy history
API or SQL extraction, plus rebuilds.
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 Nutshell: what you need to get in, what lands in HubSpot, and what will not.
REST API (newer), plus legacy JSON-RPC, GraphQL, webhooks and read-only SQL on Enterprise
Nutshell login email and an API key created in Settings > API Keys.
Admins can restrict users from generating exports, so use an admin account for exports and key creation.
Not published as numeric caps. Large find/list calls with full responses are throttled and return HTTP 429. Back off and use stub responses where possible.
Choose your route
How will you move the data?
No native connector was found.
- You need: Nutshell login email and an API key created in Settings > API Keys.
- Permission: Admins can restrict users from generating exports, so use an admin account for exports and key creation.
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.
- CSV export from Companies, People and Leads list views (respects filters and visible columns)
- Export from reports
- Full data backup
- Export via API
- SQL access (Enterprise plan only)
Limits: Not published as numeric caps. Large find/list calls with full responses are throttled and return HTTP 429. Back off and use stub responses where possible.
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: 6-12 weeks, usually phased.
Talk to a partnerWhere each object lands
In Nutshell
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| People | Contacts | yes | CSV list export or API; select columns manually. |
| Companies (API: accounts) | Companies | yes | CSV list export or API. |
| Leads (opportunities) | Deals | partial | Leads export from the list view. Pipeline stages and contact/company links need field selection and reconciliation across files. |
| Activities, tasks and notes | Notes, Calls, Meetings, Tasks, Emails | partial | The API and the Coupler connector expose activities and activity types. I could not confirm that a UI export includes them. |
| Users | Owners | manual | Map users to HubSpot users and owners by email. |
| Pipelines and stages | Deals (pipelines) | manual | Recreate pipelines in HubSpot; the API exposes pipelines. |
| Products | Products | manual | Product and territory entities are mentioned as exposed, but this is unconfirmed. |
What to expect
Rules are not exported as data and must be rebuilt as HubSpot workflows and sequences.
Nutshell's permission model does not map to HubSpot teams and permissions, so rebuild it.
Rebuild in HubSpot; Nutshell exports report results only.
Not portable.
Multi-file exports need keys to relink.
Custom field types differ.
Nutshell webhooks and Zapier flows must be re-pointed at HubSpot.
Audit coverage via API or full backup before cutover.
Clear filters, select all columns and compare row counts to Nutshell totals.
Page in small batches, use stubs and retry with backoff.
Create a dedicated key and revoke it after migration.
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, API and auth are backed by Nutshell's help centre and secondary API directories. I found no HubSpot docs on a Nutshell connector or object mapping, and no Nutshell docs on the full-backup contents or on association/activity export coverage. Object mapping therefore rests on category-level knowledge and the API resource lists.
Sources
Related migrations
Frequently asked questions
How do I migrate Nutshell to HubSpot?
1. Confirm an admin can export and create an API key in Settings > API Keys. 2. Inventory companies, people, leads, activities, custom fields and pipelines. 3. Request the full backup and compare its contents with the API. 4. Decide whether Enterprise SQL access is needed for large datasets.
What data can move from Nutshell to HubSpot?
These objects move directly: People and Companies (API: accounts). Check the mapping table for partial and manual items.
What does not move from Nutshell to HubSpot?
Automations and sales sequences, Permissions and roles and Reports and dashboards. Plan to rebuild or retire these.
How long does a Nutshell to HubSpot migration take?
Small (<10k contacts/companies/deals): 1-3 weeks. Mid (10k-50k records with activities): 3-6 weeks. Large (>50k records, heavy history): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from Nutshell?
Nutshell login email and an API key created in Settings > API Keys. Admins can restrict users from generating exports, so use an admin account for exports and key creation.
What compliance issues apply when moving Nutshell data?
Check: Notes and custom fields may hold sensitive data, depending on the customer. Agree consent, retention and access rules before exporting.
Moving Nutshell into HubSpot?
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