X2CRM to HubSpot
Open-source (AGPLv3) PHP CRM with marketing automation, workflow (X2Flow), support and quotes modules, self-hosted or vendor-hosted.
X2CRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 9 mapped objects move directly (Contacts and Accounts); 5 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 X2CRM
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
Standard CSV import, few flows.
Mid migration
10k-100k records
Activities, deals and several flows to rebuild.
Large migration
>100k records plus custom modules
Custom modules, direct database extraction and heavy automation.
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 X2CRM: what you need to get in, what lands in HubSpot, and what will not.
REST API (2nd generation) plus a legacy HTTP/JSON API
Admin access is needed for the Administration > Utilities export/import tools (inferred from the admin-only utilities; not explicitly stated).
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- Permission: Admin access is needed for the Administration > Utilities export/import tools (inferred from the admin-only utilities; not explicitly stated).
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.
- Admin Utilities 'Export' writes all data to one CSV, with a per-module selection filter
- Per-module and list 'Export to CSV' from Contacts, Accounts and Service
- Changelog export to CSV
- Export targets (FTP/SSH, S3, Google Drive, ZIP) added in v5.4 per the release notes
- Direct database access, since installs are self-hosted
- REST/legacy API for reading records of any model
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 X2CRM
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 and API are available; the Contacts export is the template for the other modules. |
| Accounts | Companies | yes | Per-module CSV export is available. |
| Opportunities | Deals | partial | The module can be exported via the generic exporter. Stage and pipeline mapping to HubSpot is manual. |
| Actions (tasks, calls, notes, events) | Tasks | partial | Action descriptions can be imported and exported (v4.2b). Association export coverage must be audited. Splitting into Notes, Calls, Meetings and Tasks is manual. |
| Users | Contacts | manual | Users map to HubSpot owners/users. Owner names are exported as text, so match them to HubSpot users by email. |
| Services (cases) | Tickets | partial | The Service module has a CSV export. |
| Products and Quotes | Products | partial | The Products and Quotes modules exist. Export coverage of line items was not verified. |
| Custom modules | Custom objects | partial | Any model can be exported to CSV. Custom modules need custom object schemas in HubSpot. |
| Docs / attachments / media | Files | manual | The CSV export does not carry file binaries. Copy files from the server filesystem. |
What to expect
No HubSpot import path was found. They must be rebuilt as HubSpot workflows.
No HubSpot import path was found. Rebuild them as HubSpot permission sets and reports.
Not documented as exportable.
Stage models differ.
No direct conversion exists.
X2CRM uses its own RBAC.
Reports are not exported.
The scope note flags association export coverage as a risk. The documented exporter does not describe associations in detail.
Export per module, keep the X2 record IDs, and rebuild associations with an ID-based import.
Take a full database backup and CSV export now. Do not rely on vendor help.
Confirm the installed version and test the export on a staging copy.
Keep the default of excluding them unless the history is needed.
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 (CSV export, REST/legacy API) are backed by X2CRM docs. HubSpot-side import mechanics and X2CRM auth details, rate limits and per-object field coverage were not verified. Those parts rest on category-level knowledge. Vendor activity is unclear.
Sources
Related migrations
Frequently asked questions
How do I migrate X2CRM to HubSpot?
1. Record the X2CRM version and which modules and custom modules are in use. 2. Back up the database and run the Admin > Utilities full export. 3. Create an admin account for the exports and an API user for REST reads. 4. Inventory X2Flow flows, roles, pipelines/workflows and custom fields for rebuild.
What data can move from X2CRM to HubSpot?
These objects move directly: Contacts and Accounts. Check the mapping table for partial and manual items.
What does not move from X2CRM to HubSpot?
X2Flow automations and process/workflow definitions, Roles, permissions (RBAC) and reports/dashboards and Email open/click tracking history. Plan to rebuild or retire these.
How long does a X2CRM to HubSpot migration take?
Small (<10k records): 2-4 weeks. Mid (10k-100k records): 4-8 weeks. Large (>100k records plus custom modules): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from X2CRM?
Admin access is needed for the Administration > Utilities export/import tools (inferred from the admin-only utilities; not explicitly stated).
What compliance issues apply when moving X2CRM data?
Check: Cross-industry: check for health, financial or minors' data in free-text notes and custom fields. Agree consent, retention and access rules before exporting.
Moving X2CRM into HubSpot?
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