Upsales to HubSpot
Swedish-founded CRM with built-in marketing automation, plus sales pipeline, reporting and an app directory.
Upsales data can move into HubSpot, landing mainly in Sales Hub. 3 of 8 mapped objects move directly (Accounts (companies), Contacts and Orders (opportunities/deals)); 4 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Upsales
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 doneDuring
0 of 6 doneAfter
0 of 6 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
Standard objects via spreadsheet.
Mid migration
10k-100k records
API pulls, activities and automation rebuild.
Large migration
>100k records
Multiple pipelines, integrations and reporting.
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 Upsales: what you need to get in, what lands in HubSpot, and what will not.
REST API
An API key generated by an admin, or a spreadsheet export by a user with export permission.
UI export needs the 'Export permission' setting, which an administrator controls. API keys are created in admin settings.
Choose your route
How will you move the data?
No native connector was found.
- You need: An API key generated by an admin, or a spreadsheet export by a user with export permission.
- Permission: UI export needs the 'Export permission' setting, which an administrator controls. API keys are created in admin settings.
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.
- Spreadsheet export from any Sales & CRM list, with field selection and saved export templates
- Contact export from the Companies & contacts list
- Export orders (deals) from the list, including order rows
- REST API pulls of accounts, contacts and orders
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 Upsales
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Accounts (companies) | Companies | yes | Listed in the API as 'accounts' and exportable from the list. Include the Upsales ID as a legacy ID property. |
| Contacts | Contacts | yes | List export lets you choose fields, and the export can include the Upsales ID and company name. |
| Orders (opportunities/deals) | Deals | yes | The API exposes 'orders' with stages, probability, amount and owner. Export includes order rows, which would map to Line items. |
| Order rows | Line items | partial | Rows can be exported through the order list. Product matching is needed. |
| Users/account managers | Contacts | manual | Owners come through as a user_id on records. They must be matched to HubSpot users by hand. |
| Activities/appointments | Meetings | manual | Export coverage for activities was not confirmed. Audit it and test the API or exports. |
| Notes (e.g. company notes) | Notes | manual | Notes exist, since integrations can write them to companies. Whether they can be exported was not confirmed. |
| Pipelines/stages | Deals | manual | Recreate pipelines and stages in HubSpot by hand. |
What to expect
No export-to-HubSpot path was found. Rebuild them as workflows.
These are not portable. Rebuild them in HubSpot reporting.
Rebuild it in HubSpot permission sets.
Stage and field definitions have to be created in HubSpot before import.
The docs reviewed only describe list exports, so check activities, notes and contact-company-deal links.
Records carry a user_id.
Upsales bundles these into the CRM and they don't transfer.
Export the ID columns, test the API for activity objects, and reconcile record counts.
Define the primary company and use association labels.
Confirm the limits in the API docs and batch the pulls.
Ask an admin to grant it early.
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, API-key auth and the REST API are backed by Upsales help docs. Object-to-HubSpot mapping, rate limits, activity/appointment export coverage and governance rest on category-level knowledge. No HubSpot-side doc for Upsales was found.
Sources
Related migrations
Frequently asked questions
How do I migrate Upsales to HubSpot?
1. Ask an Upsales admin to grant Export permission and create an API key. 2. Inventory accounts, contacts, orders, order rows, activities and custom fields. 3. Create HubSpot custom properties for the Upsales ID of each object. 4. List the Upsales pipelines and stages and the users who own records.
What data can move from Upsales to HubSpot?
These objects move directly: Accounts (companies), Contacts and Orders (opportunities/deals). Check the mapping table for partial and manual items.
What does not move from Upsales to HubSpot?
Automations, marketing automation flows and scoring rules, Reports and dashboards (Report centre) and Permission/role setup. Plan to rebuild or retire these.
How long does a Upsales 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 Upsales?
An API key generated by an admin, or a spreadsheet export by a user with export permission. UI export needs the 'Export permission' setting, which an administrator controls. API keys are created in admin settings.
What compliance issues apply when moving Upsales data?
Check: Possible EU/GDPR personal data (the vendor is Swedish). Agree consent, retention and access rules before exporting.
Moving Upsales into HubSpot?
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