Solve CRM to HubSpot
<cite index="14-4">Solve is a mobile productivity CRM for teams to manage customer workflows, field service, and projects.</cite>
Solve CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 8 mapped objects move directly (Contacts, Companies and Owners / ownership); 4 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Solve 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
Contacts and companies, with few activities.
Mid migration
10k-100k records
Includes activities and a custom object for projects.
Large migration
>100k records plus heavy history
Heavy customization and multi-team permissions.
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 Solve CRM: what you need to get in, what lands in HubSpot, and what will not.
REST over HTTP (XML by default, JSON supported)
<cite index="25-5,25-7">The API authenticates as a real Solve user and has that user's access. The token is under Settings > My Account > API Token.</cite>
Not documented. Use an admin or full-visibility user, because the API returns only what that user can access.
<cite index="28-4">A list request returns at most 5000 objects.</cite> The request-rate limit is not found.
Choose your route
How will you move the data?
No native connector was found.
- You need: <cite index="25-5,25-7">The API authenticates as a real Solve user and has that user's access. The token is under Settings > My Account > API Token.</cite>
- Permission: Not documented. Use an admin or full-visibility user, because the API returns only what that user can access.
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 LIST/SHOW of contacts, companies and project blogs
- Field, category tag and ownership ID reference under Settings > My Account > API Reference
- A 'Full data export' feature is listed by a third-party review, but the vendor path is not verified
- Reports can be sent to Google Sheets, per user reviews
Limits: <cite index="28-4">A list request returns at most 5000 objects.</cite> The request-rate limit is not found.
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 Solve CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Listed and shown via /contacts. Custom fields are exposed by field ID. |
| Companies | Companies | yes | Same API methods as contacts via /companies. Contact-company links come from related-item data. |
| Project blogs (projects, jobs, cases) | Custom objects | partial | The API treats project blogs like contacts and companies. Mapping to Deals, Tickets or Custom objects is a design decision. |
| Activities (tasks, notes, calls, etc.) | Notes | partial | The API has activity endpoints under each record. Reading coverage per activity type must be tested. Targets are Notes, Tasks, Calls, Emails and Meetings. |
| Owners / ownership | Contacts | yes | An /ownership/ endpoint exists. Owners map to HubSpot users by email. |
| Opportunities / sales pipeline | Deals | manual | Pipeline management is a stated feature, but the API object for it was not confirmed. Check whether it is stored as an activity or a record type. |
| Category tags | Contacts | partial | The API lists categories. Map them to a multi-checkbox property or lists. |
| Attachments / files / photos | Files | manual | The API supports upload. Bulk download via the API is unconfirmed. |
What to expect
These are configuration, not exposed as data. Rebuild them in HubSpot Workflows.
Not exported. Rebuild as HubSpot teams, roles and permission sets.
Rebuild in HubSpot reporting.
Solve has activity templates and automatic lead-nurturing sequences.
Field IDs are account-specific, so a mapping table is needed.
LIST returns summary fields unless layout=1 is set. Activities and relations may need per-record SHOW calls.
No confirmed pipeline export.
Sample-test records of each activity type against the UI before cutover.
Page the lists and batch SHOW calls. Checkpoint progress and validate counts.
Use a user with full access and compare counts to the UI.
Confirm with Solve support or a trial account before scoping.
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 Solve (Solve360) REST API docs are vendor-sourced, so access and the contact, company and activity endpoints are backed. Deals and pipelines, native export files, rate limits, and security and residency facts were not found. The HubSpot import path is category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Solve CRM to HubSpot?
1. Create an admin API user and copy the API Token from Settings > My Account. 2. Download the field, category tag and ownership ID reference from API Reference. 3. Inventory record types: contacts, companies, project blogs, and any deal or job structures. 4. Count records per type for reconciliation later.
What data can move from Solve CRM to HubSpot?
These objects move directly: Contacts, Companies and Owners / ownership. Check the mapping table for partial and manual items.
What does not move from Solve CRM to HubSpot?
Workflows, activity templates and automations, Permissions and sharing groups and Saved reports and dashboards. Plan to rebuild or retire these.
How long does a Solve CRM to HubSpot migration take?
Small (<10k records): 2-4 weeks. Mid (10k-100k records): 4-8 weeks. Large (>100k records plus heavy history): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from Solve CRM?
<cite index="25-5,25-7">The API authenticates as a real Solve user and has that user's access. The token is under Settings > My Account > API Token.</cite> Not documented. Use an admin or full-visibility user, because the API returns only what that user can access.
What compliance issues apply when moving Solve CRM data?
Check: Medical-sector users and field-service customer addresses may involve health or home-location data. and Mortgage and realtor use may involve financial data.. Agree consent, retention and access rules before exporting.
Moving Solve CRM into HubSpot?
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