SmartSuite CRM to HubSpot
SmartSuite is a no-code work management platform. CRM is built as Solutions made of Tables, Records and Fields, with linked records between tables.
SmartSuite CRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Contacts table (custom-built) and Companies/Accounts table); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for SmartSuite 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
CSV-based.
Mid migration
10k-100k
API scripting for associations.
Large migration
>100k
Multiple solutions, files and automations.
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 SmartSuite CRM: what you need to get in, what lands in HubSpot, and what will not.
REST API (JSON) plus Webhooks API
API key generated in the user profile, plus the 8-character workspace ID.
Administrators generate API keys and manage API usage.
Choose your route
How will you move the data?
No native connector was found.
- You need: API key generated in the user profile, plus the 8-character workspace ID.
- Permission: Administrators generate API keys and manage API usage.
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.
- Table or View export to CSV, Excel, PDF or Google Sheets
- Single-record export (field values only, no comments)
- REST API record listing
- API CSV generation endpoint (records/generate_csv)
- API file download by file handle
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 SmartSuite CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts table (custom-built) | Contacts | yes | Export the table to CSV or the API. Map fields to HubSpot properties. Table names and fields vary by customer. |
| Companies/Accounts table | Companies | yes | Same export path. Linked-record fields export as values and must be rebuilt as associations. |
| Deals/Opportunities table | Deals | partial | Status and stage fields need mapping to HubSpot pipelines and stages. Links to contacts and companies must be re-associated. |
| Activities/Tasks tables | Tasks | partial | Treated as ordinary records, so they are exportable. Calls, Meetings and Notes depend on how the customer modelled them. Mapping is analyst-assumed. |
| Members (owners) | Contacts | partial | The API exposes Members. HubSpot owners are users and must be created and matched by email. |
| File fields/attachments | Files | partial | Files can be downloaded through the API and re-uploaded to HubSpot. |
| Comments | Notes | no | Record exports exclude comments. |
What to expect
Not included in exports.
No documented path to move these into HubSpot. They must be rebuilt.
SmartSuite automations are native to the platform.
Permissions are tied to SmartSuite Solutions and roles.
Reports use SmartSuite views and fields.
Exports flatten links to display values, so the record ID mapping must be built.
Pull record IDs through the API and key associations on them.
Run a field-level schema audit and a mapping sheet first.
Confirm export coverage of activity before cutover and archive PDFs if needed.
Use the API for large tables.
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 and API access are backed by SmartSuite docs. SmartSuite is a work-management platform, so its CRM is a template built on Tables. The object mapping to HubSpot is category-level and depends on each customer's schema. Rate limits, HubSpot connector status and certifications were not verified.
Sources
Related migrations
Frequently asked questions
How do I migrate SmartSuite CRM to HubSpot?
1. Inventory Solutions and Tables used for CRM and the linked-record fields between them. 2. Have an admin generate an API key and note the workspace ID. 3. Export a CSV of each table as a baseline backup. 4. Map SmartSuite status fields to HubSpot pipelines and deal stages.
What data can move from SmartSuite CRM to HubSpot?
These objects move directly: Contacts table (custom-built) and Companies/Accounts table. Check the mapping table for partial and manual items.
What does not move from SmartSuite CRM to HubSpot?
Record comments and Automations, views, permissions and reports. Plan to rebuild or retire these.
How long does a SmartSuite CRM to HubSpot migration take?
Small (<10k): 2-4 weeks. Mid (10k-100k): 4-8 weeks. Large (>100k): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from SmartSuite CRM?
API key generated in the user profile, plus the 8-character workspace ID. Administrators generate API keys and manage API usage.
What compliance issues apply when moving SmartSuite CRM data?
Check: Customer-built tables may hold health, financial or minors' data. Check before moving.. Agree consent, retention and access rules before exporting.
Moving SmartSuite CRM into HubSpot?
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