Sage CRM to HubSpot
Sage CRM is a horizontal CRM covering sales, marketing and service. It has a hybrid architecture and integrates with Sage accounting products.
Sage CRM data can move into HubSpot, landing mainly in Sales Hub. 4 of 8 mapped objects move directly (People, Company, Opportunities and Cases); 4 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 10-16 weeks for a large one.
Migration checklist for Sage CRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 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
<50k records
Standard objects through a tool.
Mid migration
50k-500k records
Custom fields, activities and workflow rebuild.
Large migration
>500k records
On-premise data, many integrations and heavy customisation.
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 Sage CRM: what you need to get in, what lands in HubSpot, and what will not.
REST (SData 2.0, JSON) plus classic SOAP web services; the database is also open with a published data model
An active Sage CRM user with logon permission; for SOAP the user must be enabled for web services.
Admin access is needed to check SData health under Administration > System > System Health. Which entities a user can read depends on their CRM security.
Choose your route
How will you move the data?
No native connector was found.
- You need: An active Sage CRM user with logon permission; for SOAP the user must be enabled for web services.
- Permission: Admin access is needed to check SData health under Administration > System > System Health. Which entities a user can read depends on their CRM security.
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.
- REST API read of entities, with base URL pattern /sdata/{install}j/sagecrm2/-/{resource}
- SOAP web services
- Direct database access (published data model)
- Library documents are not served by the REST API, only their metadata; files are reachable through a constructed eware.dll URL
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: 10-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Sage CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| People | Contacts | yes | A third-party tool lists People mapping to Contacts. |
| Company | Companies | yes | A third-party tool lists Company mapping to Companies. |
| Opportunities | Deals | yes | Pipelines and stages must be created in HubSpot first. |
| Tasks / Communications | Tasks | partial | A tool lists Tasks. Calls, Meetings and Emails from the Communication entity are unconfirmed, so audit export coverage. |
| Cases | Tickets | yes | A third-party tool lists Cases mapping to Tickets. |
| Notes | Notes | partial | The Notes entity is readable via REST, but coverage and associations need an audit. |
| Library documents | Files | manual | The REST API does not serve file content, so files need path-based download. |
| Users | Owners | partial | Owners are created as HubSpot users and mapped by email; a vendor claims users can be migrated. |
What to expect
Logic does not move with data and must be rebuilt as HubSpot workflows.
These are not data objects and need manual recreation in HubSpot permissions and teams.
These must be rebuilt in HubSpot.
The analyst scope requires these to be rebuilt, not moved.
The REST API does not serve file content.
Not all entities are covered by the REST API.
Sage custom fields are mapped to HubSpot properties by the migration plan.
List exposed entities, then fall back to SOAP or a read-only database query for the gaps.
Map opt-out fields to HubSpot marketing contact status or unsubscribe lists before sending.
Script downloads from the document paths and attach the files to HubSpot records.
Check System Health and expose the endpoint to the migration tool, or run an export from inside the network.
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 and access facts come from Sage community and partner posts, not official Sage docs. The object mapping and third-party tool claims come from vendor marketing pages. I found no HubSpot native connector docs, and no vendor export-limit, retention or certification docs.
Sources
Related migrations
Frequently asked questions
How do I migrate Sage CRM to HubSpot?
1. Confirm the Sage CRM version and whether it is on-premise or cloud. 2. Check SData 2.0 under Administration > System > System Health. 3. Create a dedicated API user with logon rights and wide read security. 4. Run GetAllEntities-style discovery to list the entities exposed to REST.
What data can move from Sage CRM to HubSpot?
These objects move directly: People, Company, Opportunities and Cases. Check the mapping table for partial and manual items.
What does not move from Sage CRM to HubSpot?
Workflows/automation rules, escalation rules and SLAs, Security profiles, territories and teams and Reports, dashboards and custom screens or layouts. Plan to rebuild or retire these.
How long does a Sage CRM to HubSpot migration take?
Small (<50k records): 2-4 weeks. Mid (50k-500k records): 6-10 weeks. Large (>500k records): 10-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Sage CRM?
An active Sage CRM user with logon permission; for SOAP the user must be enabled for web services. Admin access is needed to check SData health under Administration > System > System Health. Which entities a user can read depends on their CRM security.
What compliance issues apply when moving Sage CRM data?
Check: May hold financial or accounting-linked customer data through Sage accounting integrations and Cross-industry; check for health or minors' data per customer. Agree consent, retention and access rules before exporting.
Moving Sage CRM into HubSpot?
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