YetiForce to HubSpot
YetiForce is an open-source, self-hostable CRM with modules such as Accounts, Contacts, HelpDesk, Products and SSalesProcesses.
YetiForce data can move into HubSpot, landing mainly in Sales Hub. 2 of 8 mapped objects move directly (Contacts and Accounts); 5 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 YetiForce
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
Up to 10k records
Core objects only.
Mid migration
10k-100k records
Activities, pipelines and some automation.
Large migration
100k+ records
Custom modules, heavy associations and attachments.
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 YetiForce: what you need to get in, what lands in HubSpot, and what will not.
REST webservice (OpenAPI 3.0; WebserviceStandard and WebservicePremium containers)
CRM URL, a webservice app with API key enabled, and a CRM user login (and password). The webservice service must be enabled in the CRM config.
Admin rights are needed to enable the API and create the webservice app. This is not explicitly documented, so treat it as an assumption.
Choose your route
How will you move the data?
No native connector was found.
- You need: CRM URL, a webservice app with API key enabled, and a CRM user login (and password). The webservice service must be enabled in the CRM config.
- Permission: Admin rights are needed to enable the API and create the webservice app. This is not explicitly documented, so treat it as an assumption.
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 record, list and related-list calls
- UI list-view export (CSV/XLS) is assumed from category knowledge and not verified
- Direct database dump if self-hosted
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 YetiForce
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Export via API or CSV, then use the HubSpot import with email as the unique key. |
| Accounts | Companies | yes | Use the domain as the dedupe key. Contact-to-account links are available through related-list API calls. |
| SSalesProcesses (sales opportunities) | Deals | partial | A custom module name was seen in the API module list. Pipeline stages must be recreated in HubSpot first. |
| Calendar (events and tasks) | Meetings | partial | Calls, Meetings and Tasks need splitting by activity type. Import via the activities import or the HubSpot API. |
| HelpDesk | Tickets | partial | The module exists in YetiForce. The mapping to Tickets is by analyst inference. |
| Products / Services | Products | partial | Module names are confirmed. Field mapping is not verified. |
| Documents | Files | manual | The API supports documents with attachments from version 6.2.0. Files must be downloaded and re-uploaded. |
| Users | Contacts | manual | Owners must be recreated as HubSpot users. Match owner by email in the import. |
What to expect
These are configuration, not records. They must be rebuilt in HubSpot.
These are not exported as data. Rebuild them in HubSpot reporting.
YetiForce workflows have no import path to HubSpot.
The permission models differ.
Report definitions do not transfer.
Related-list API calls are needed to export associations, and each module must be checked.
YetiForce deployments are often customised, as the module list in the GitHub issue shows.
Carry the YetiForce record IDs into HubSpot custom properties and use them to build associations.
Confirm the CRM version and use the matching container path.
Export early and verify the current hosted or self-hosted status with the vendor.
Test the API on a staging copy first.
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.
The YetiForce REST API is documented by the vendor, and HubSpot import is documented at a general level. The YetiForce-specific export UI, API rate limits, module-to-object mapping, certifications and residency were not verified. Those sections rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate YetiForce to HubSpot?
1. Confirm the YetiForce version and which webservice container (RestApi, WebserviceStandard or WebservicePremium) applies. 2. Enable the webservice service and create an API app with an API key and a dedicated export user. 3. Fetch api/webservice/Modules to list the standard and custom modules in use. 4. Create HubSpot properties for the legacy YetiForce record IDs.
What data can move from YetiForce to HubSpot?
These objects move directly: Contacts and Accounts. Check the mapping table for partial and manual items.
What does not move from YetiForce to HubSpot?
Workflow/automation rules and permission profiles and Reports and dashboards. Plan to rebuild or retire these.
How long does a YetiForce to HubSpot migration take?
Small (Up to 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 YetiForce?
CRM URL, a webservice app with API key enabled, and a CRM user login (and password). The webservice service must be enabled in the CRM config. Admin rights are needed to enable the API and create the webservice app. This is not explicitly documented, so treat it as an assumption.
Is there a native HubSpot connector for YetiForce?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving YetiForce data?
Check: Possible health, financial or minors' data depending on the customer's use. Review before moving.. Agree consent, retention and access rules before exporting.
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