TeamWave to HubSpot
Small-business CRM bundled with projects, HR and e-signatures.
TeamWave data can move into HubSpot, landing mainly in Sales Hub. 3 of 6 mapped objects move directly (People, Organisations and Deals); 4 items need manual work and 1 do not move. Plan roughly 1-3 weeks for a small move and 6-12 weeks for a large one.
Migration checklist for TeamWave
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 with a single pipeline.
Mid migration
10k-100k records
Some activity history via API, plus workflows.
Large migration
>100k records
Custom API extraction, multiple pipelines and 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 TeamWave: what you need to get in, what lands in HubSpot, and what will not.
REST
CRM admins and the account owner can export all CRM data. Normal users can export only the data they can access.
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- Permission: CRM admins and the account owner can export all CRM data. Normal users can export only the data they 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.
- CSV or XLSX export of People and Organisations (with custom fields) from the Contacts tab
- CSV or XLSX export of Deals (with custom fields) from the Deals list
- REST API, which the vendor says can be used to download data
- Zapier ('Zaps') workflows
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: 6-12 weeks, usually phased.
Talk to a partnerWhere each object lands
In TeamWave
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| People | Contacts | yes | CSV/XLSX export includes custom fields; filters limit the exported rows. |
| Organisations | Companies | yes | Exported with custom fields; the person-to-organisation link is not documented in the export. |
| Deals | Deals | yes | Export includes custom fields. Pipelines and stages are rebuilt in HubSpot. |
| Activities, notes and tasks | Notes | manual | The UI export excludes them. Calls, Emails, Meetings and Tasks would need API extraction, and API coverage is unverified. |
| Users/owners | Contacts | manual | Owner names appear in exports only if the owner column is included. Map them to HubSpot users by hand. |
| Pipelines and stages | Deals | manual | Custom pipelines with per-pipeline access exist. Recreate them in HubSpot. |
What to expect
The vendor states they cannot be exported from Deals, People or Organisations.
Automation definitions are not exportable.
Pipeline view access is configurable per user in TeamWave.
TeamWave sales reports are not documented as exportable.
Public API documentation was not found.
Prototype API extraction early; otherwise archive notes and activities as files or notes.
Check that the exports contain key columns, then add unique keys before import.
Confirm contract and export access with the vendor now.
Export as an admin or account owner.
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.
Vendor help pages confirm CSV/XLSX export of People, Organisations and Deals, and the vendor site confirms a REST API. API docs, auth, rate limits and activity export were not verified. One aggregator (Cuspera) labels the product discontinued, but teamwave.com is live, so availability is unconfirmed.
Sources
Related migrations
Frequently asked questions
How do I migrate TeamWave to HubSpot?
1. Confirm an admin or account owner login for full exports. 2. Request API credentials and docs from TeamWave support. 3. Inventory custom fields, pipelines, stages and users. 4. Check the People, Organisations and Deals exports for ID and owner columns.
What data can move from TeamWave to HubSpot?
These objects move directly: People, Organisations and Deals. Check the mapping table for partial and manual items.
What does not move from TeamWave to HubSpot?
Activities, notes and tasks via UI export. Plan to rebuild or retire these.
How long does a TeamWave to HubSpot migration take?
Small (<10k records): 1-3 weeks. Mid (10k-100k records): 3-6 weeks. Large (>100k records): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from TeamWave?
CRM admins and the account owner can export all CRM data. Normal users can export only the data they can access.
What compliance issues apply when moving TeamWave data?
Check: HR/employee data if HR module used and Financial data if invoicing integrations used. Agree consent, retention and access rules before exporting.
Moving TeamWave into HubSpot?
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