Really Simple Systems CRM to HubSpot
Cloud CRM for SMEs covering accounts, contacts, opportunities, activities and marketing. It is now branded SpotlerCRM.
Really Simple Systems CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 6 mapped objects move directly (Accounts (companies), Contacts and Opportunities); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Really Simple Systems 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
CSV import.
Mid migration
10k-100k records
Includes activity history and custom fields.
Large migration
>100k records
API extraction and an automation rebuild.
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 Really Simple Systems CRM: what you need to get in, what lands in HubSpot, and what will not.
REST API v4.0 (JSON). It replaced an older SOAP/XML API.
API V4 must be enabled and a token generated by a CRM user.
Admin access to CRM Settings (Data Management, API Access) is likely required. Not explicitly confirmed.
GET requests are paginated at a maximum of 100 records per call (default 10), per a third-party source. Call-rate limits are not confirmed.
Choose your route
How will you move the data?
No native connector was found.
- You need: API V4 must be enabled and a token generated by a CRM user.
- Permission: Admin access to CRM Settings (Data Management, API Access) is likely required. Not explicitly confirmed.
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.
- Settings > Data Management > Export Data: select tables and download a ZIP/CSV
- Export from summary grids to CSV, Excel, PDF or clipboard
- Reports can be run to CSV
- REST API v4 read access
Limits: GET requests are paginated at a maximum of 100 records per call (default 10), per a third-party source. Call-rate limits are not confirmed.
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 Really Simple Systems CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Accounts (companies) | Companies | yes | Table export to CSV, then HubSpot import. |
| Contacts | Contacts | yes | Table export to CSV. The contact-to-account link needs a shared key for association. |
| Opportunities | Deals | yes | Opportunities have an export option. Stage mapping to HubSpot pipelines is manual. |
| Activities (tasks, calls, notes, emails) | Tasks, Notes, Calls, Emails, Meetings | partial | Whether the table export covers activity history and associations is unconfirmed and must be audited. |
| Users | Owners | manual | Users must be created in HubSpot first, then matched by email. |
| Documents | Files | manual | Document storage is a feature. Bulk export of files is not confirmed. |
What to expect
These are configuration, not data, so they must be rebuilt in HubSpot.
Not confirmed as exportable.
Stage names differ per edition and per customer.
Reports export output only, not definitions.
Property types must be chosen manually.
No export of rules or roles was found.
Audit the export tables against the UI. Use API v4 to fill gaps.
Confirm the edition includes API v4 before planning an API extract.
Deduplicate in the source and keep the source IDs as a HubSpot custom property.
Export marketing opt-out fields and map them to HubSpot contact subscription status.
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 path and API v4 are backed by vendor pages. Object-level field mapping, rate limits, the HubSpot connector and activity/association export coverage are not confirmed. Those sections rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Really Simple Systems CRM to HubSpot?
1. Confirm the edition and enable API V4 in Settings. 2. Run Settings > Data Management > Export Data for all tables as a trial. 3. Inventory custom fields, opportunity stages and users. 4. Check whether activity and association tables appear in the export.
What data can move from Really Simple Systems CRM to HubSpot?
These objects move directly: Accounts (companies), Contacts and Opportunities. Check the mapping table for partial and manual items.
What does not move from Really Simple Systems CRM to HubSpot?
Workflow automation, permissions/roles and dashboards and Email marketing campaign history and assets. Plan to rebuild or retire these.
How long does a Really Simple Systems CRM to HubSpot migration take?
Small (<10k records): 2-4 weeks. Mid (10k-100k records): 4-8 weeks. Large (>100k records): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from Really Simple Systems CRM?
API V4 must be enabled and a token generated by a CRM user. Admin access to CRM Settings (Data Management, API Access) is likely required. Not explicitly confirmed.
What compliance issues apply when moving Really Simple Systems CRM data?
Check: UK/EU GDPR applies to a UK-origin vendor's customers and Possible health or financial notes in free text depending on the customer. Agree consent, retention and access rules before exporting.
Moving Really Simple Systems CRM into HubSpot?
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