WP ERP CRM to HubSpot
WP ERP is a WordPress plugin with free HR, CRM and Accounting modules. The CRM module manages contacts and companies inside WordPress.
WP ERP CRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 5 mapped objects move directly (Contacts and Companies); 4 items need manual work and 2 do not move. Plan roughly 1-2 weeks for a small move and 6-12 weeks for a large one.
Migration checklist for WP ERP 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
<5k contacts
CSV only.
Mid migration
5k-50k contacts plus activities
Includes activity extraction.
Large migration
>50k contacts, multiple modules or sites
Custom database extraction and rebuild.
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 WP ERP CRM: what you need to get in, what lands in HubSpot, and what will not.
WordPress admin login with CRM manager rights, or database/hosting access for bulk extraction.
WordPress administrator or CRM manager role to see the Export option.
Choose your route
How will you move the data?
No native connector was found.
- You need: WordPress admin login with CRM manager rights, or database/hosting access for bulk extraction.
- Permission: WordPress administrator or CRM manager role to see the Export option.
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 export of contacts and companies with selectable fields, via the Export button on the CRM Contacts/Company list pages
- CSV import of contacts and companies with owner, life stage and group selection
- Direct database or WordPress-level export for objects the UI doesn't export (activities, notes, deals), unverified
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 WP ERP CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | CSV export with chosen fields. Life stage, owner and contact group need mapping to HubSpot properties. |
| Companies | Companies | yes | Exported as a separate CSV. Contact-to-company links need a shared key to rebuild associations. |
| Contact owners | Contacts | partial | Owner is selectable on import. Whether export includes it is unverified, so map owners to HubSpot users manually. |
| Activities (notes, emails, calls, meetings, tasks) | Notes | manual | WP ERP has an activity log. No documented bulk export was found, so extract it from the database and load it through the HubSpot API or import. |
| Deals / pipelines | Deals | manual | No deal or pipeline export was verified in the CRM module. Check for it during discovery. |
What to expect
No export path was found, so rebuild them in HubSpot.
WordPress roles don't map to HubSpot permission sets. Rebuild them.
Saved searches and groups are WP ERP constructs.
Reports are not portable.
The documented export covers contact and company fields only.
They are plugin-specific assets.
Query the WordPress database for activity tables and load them as engagements.
Include subscription and opt-out fields in the export and map them to HubSpot marketing contact status.
Use it only for the initial contact load. Deduplicate on email.
Use WP ERP > CRM > Contacts/Company, then the list-page export.
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.
Contact/company CSV export and the HubSpot sync add-on are sourced. REST API details, deals/pipelines, activity export, rate limits and certifications were not verified, so those sections rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate WP ERP CRM to HubSpot?
1. Check the WP ERP version and where the Export button appears on the list pages. 2. Inventory contact life stages, groups, owners and custom fields. 3. Confirm whether Deals or Accounting data are in scope. 4. Identify the activity log tables in the WordPress database.
What data can move from WP ERP CRM to HubSpot?
These objects move directly: Contacts and Companies. Check the mapping table for partial and manual items.
What does not move from WP ERP CRM to HubSpot?
Automation and workflows and Roles and permissions. Plan to rebuild or retire these.
How long does a WP ERP CRM to HubSpot migration take?
Small (<5k contacts): 1-2 weeks. Mid (5k-50k contacts plus activities): 3-6 weeks. Large (>50k contacts, multiple modules or sites): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from WP ERP CRM?
WordPress admin login with CRM manager rights, or database/hosting access for bulk extraction. WordPress administrator or CRM manager role to see the Export option.
Is there a native HubSpot connector for WP ERP CRM?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving WP ERP CRM data?
Check: The HR module may hold employee data, so keep it out of the HubSpot migration and Contact notes may contain sensitive data. Agree consent, retention and access rules before exporting.
Moving WP ERP CRM into HubSpot?
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