Scoro to HubSpot
All-in-one business management platform combining CRM, project management, quoting, billing and reporting.
Scoro data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Contacts (companies and people) and Products and services); 4 items need manual work and 1 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Scoro
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 exports, basic pipeline.
Mid migration
10k-100k records
Activities, custom fields and workflow rebuild.
Large migration
>100k records
API extraction, custom objects, multi-entity setup.
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 Scoro: what you need to get in, what lands in HubSpot, and what will not.
REST API (JSON over HTTP POST)
Subdomain, API key and company account ID from Settings > External Connections > API.
Admin is needed to activate the API. Export data permission is needed for UI exports, and it is set in permission sets.
Choose your route
How will you move the data?
No native connector was found.
- You need: Subdomain, API key and company account ID from Settings > External Connections > API.
- Permission: Admin is needed to activate the API. Export data permission is needed for UI exports, and it is set in permission sets.
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 or XLS export from list views, with filters and visible columns deciding the fields
- Contact export can include related companies or people
- Reports can be exported
- Export from custom modules
- Import/Export module with example files
- API extraction via ETL tools
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 Scoro
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (companies and people) | Companies / Contacts | yes | Scoro stores both in the contact entity with a type of company or person. Export can include related records. Contact owner/manager is required on companies. |
| Quotes / Orders (sales) | Deals | partial | Scoro has quotes and orders as sales documents. How they map to HubSpot deals and pipelines needs a design decision. Whether Scoro has a native opportunity or pipeline object was not verified. |
| Activities / tasks / calendar events | Tasks / Meetings / Calls / Notes | partial | Tasks export from lists, and the SyncHub-supported tables include activities and calendar events. Link coverage to contacts needs auditing. |
| Users | Owners | manual | A user list can be exported, but owners must be created in HubSpot and matched by email. |
| Products and services | Products | yes | Products can be exported to CSV/XLS. |
| Quote and invoice lines | Line items | partial | Line tables are available through the API (e.g. quote_line, invoice_line). |
| Projects and custom modules | Custom objects | partial | Projects and custom modules can be exported. HubSpot custom objects need Enterprise. |
What to expect
These are configuration, not data. Reports export as tables only. They must be rebuilt as HubSpot workflows, permissions and reports.
Scoro permission sets and reports do not carry over.
UI exports are limited to visible columns and the user's view rights, so full association coverage may need API extraction.
Scoro's sales documents differ from HubSpot's deal model.
Owner IDs differ between the systems.
Export with a full-access admin and check the column set. Or use the API for full extraction.
Request API activation early.
Split by type and dedupe before import.
Use an API key.
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 (CSV/XLS) and API auth are backed by Scoro help pages and third-party connector docs. Scoro's own API reference, rate limits and the Scoro-to-HubSpot object mapping were not retrieved. Deal/opportunity, activity and association coverage rests on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Scoro to HubSpot?
1. Ask an admin to activate the Scoro API under Settings > External Connections > API and record the API key and company_account_id. 2. Grant the Export data permission to the extraction user via Settings > Administration > Permission sets. 3. Inventory the contact types (company or person), custom fields, and sales documents in use. 4. Decide how quotes and orders map to HubSpot deals, pipelines and stages.
What data can move from Scoro to HubSpot?
These objects move directly: Contacts (companies and people) and Products and services. Check the mapping table for partial and manual items.
What does not move from Scoro to HubSpot?
Scoro automations, permission sets and reports/dashboards. Plan to rebuild or retire these.
How long does a Scoro to HubSpot migration take?
Small (<10k records): 2-4 weeks. Mid (10k-100k records): 4-8 weeks. Large (>100k records): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Scoro?
Subdomain, API key and company account ID from Settings > External Connections > API. Admin is needed to activate the API. Export data permission is needed for UI exports, and it is set in permission sets.
What compliance issues apply when moving Scoro data?
Check: Financial (invoices, receipts, billing) data and Employee and labour cost data. Agree consent, retention and access rules before exporting.
Moving Scoro into HubSpot?
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