YCLIENTS to HubSpot
Online booking and management platform for service businesses, with a REST API covering bookings, staff and clients.
YCLIENTS data can move into HubSpot, landing mainly in Sales Hub. 1 of 5 mapped objects move directly (Clients); 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for YCLIENTS
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 clients, single location
Mid migration
10k-100k clients, several locations
Large migration
>100k clients, many locations, deep visit history
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 YCLIENTS: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON)
Partner token from YCLIENTS, plus a user token for user-scoped calls, and company (location) IDs.
Choose your route
How will you move the data?
No native connector was found.
- You need: Partner token from YCLIENTS, plus a user token for user-scoped calls, and company (location) IDs.
- Permission: To confirm
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: clients, visits (records), staff, services and service categories per company_id
- Visit lists are paginated, with a maximum page size of 200
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 YCLIENTS
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Clients | Contacts | yes | Clients are available through the clients endpoint per company, and phone and email are present on bookings. |
| Visits / Records (appointments) | Custom objects | partial | There is no native booking object in HubSpot. Use a custom object, or Meetings or Notes with a lossy mapping. |
| Services and categories | Products | partial | Services can be exported through the API. Loading them as Products is an analyst assumption. |
| Staff | Contacts | manual | Staff would map to HubSpot owners or users, which need manual matching. |
| Companies / Deals / Pipelines | Companies | no | The sources reviewed show no native company, deal or pipeline objects. Confirm in the customer's account. |
What to expect
No export path found in the sources reviewed, so these must be rebuilt.
No documented export found.
Rules do not transfer between the two systems.
Staff records are not HubSpot users.
HubSpot has no booking object by default.
Enumerate all company IDs and run the export for each one, adding a location property.
Page through every result and reconcile counts against the UI.
Dedupe on phone or on a custom unique ID property before import.
Confirm which host and API version your account uses.
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.
API access, auth and core endpoints (clients, visits, staff, services) are supported by vendor API docs and a pipeline guide. The following were not verified: native export options, rate limits, a HubSpot connector, governance details, and whether YCLIENTS has native deals, companies or pipelines. The scope note lists those objects, but YCLIENTS looks like a booking platform rather than a sales CRM.
Sources
Related migrations
Frequently asked questions
How do I migrate YCLIENTS to HubSpot?
1. Request a partner_token and user tokens from YCLIENTS. 2. List all company_ids (locations) in scope. 3. Inventory clients, visits, staff and services volumes via the API. 4. Decide whether to model visits as a custom object.
What data can move from YCLIENTS to HubSpot?
These objects move directly: Clients. Check the mapping table for partial and manual items.
What does not move from YCLIENTS to HubSpot?
Automations, notifications and online booking widget settings and User permissions and role setup. Plan to rebuild or retire these.
How long does a YCLIENTS to HubSpot migration take?
Small (<10k clients, single location): 2-4 weeks. Mid (10k-100k clients, several locations): 4-8 weeks. Large (>100k clients, many locations, deep visit history): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from YCLIENTS?
Partner token from YCLIENTS, plus a user token for user-scoped calls, and company (location) IDs.
What compliance issues apply when moving YCLIENTS data?
Check: Beauty, medical and wellness clinics may hold health-related notes, Possible minors' data and Payment data. Agree consent, retention and access rules before exporting.
Moving YCLIENTS into HubSpot?
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