Youday CRM to HubSpot
French no-code, configurable SaaS CRM covering contacts, deals/pipeline, projects, time tracking, after-sales service, quotes/invoices and documents.
Youday CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 8 mapped objects move directly (Contacts, Organisations/companies and Deals (affaires) and pipeline); 3 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 Youday 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
<10k contacts/companies/deals
Standard objects only.
Mid migration
10k-100k records with activities
Some custom objects and workflow rebuild.
Large migration
>100k records with many custom tables and documents
Heavy custom schema and permissions redesign.
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 Youday CRM: what you need to get in, what lands in HubSpot, and what will not.
Unknown; no public API docs found. Ask Youday support or your project manager for an export or API access.
Unknown; assume an admin role is needed to configure exports and automated treatments.
Choose your route
How will you move the data?
No native connector was found.
- You need: Unknown; no public API docs found. Ask Youday support or your project manager for an export or API access.
- Permission: Unknown; assume an admin role is needed to configure exports and automated treatments.
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.
- Automated export treatments configurable by customers in JSON, CSV and similar formats
- Automatic import of external data by FTP
- Vendor-built connectors to calendars, websites, ERP/commercial management and accounting tools
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 Youday CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Contact management is a core module; export by CSV/JSON is configurable. |
| Organisations/companies | Companies | yes | Company records are centralised alongside contacts. |
| Deals (affaires) and pipeline | Deals | yes | Pipeline stages are configurable, so stages must be mapped to HubSpot pipelines. |
| Interactions, tasks, schedules, reminders | Notes, Calls, Emails, Meetings, Tasks | partial | Activity export coverage and association keys are unconfirmed and need an audit. |
| Quotes, invoices, orders, products and stock | Quotes, Products, Line items | partial | Commercial module exists; invoices and stock have no direct HubSpot equivalent. |
| Projects, missions, memberships, custom tables | Custom objects | manual | Tables and relations are customer-defined, so the model must be designed per client. |
| Documents | Files | manual | Document storage exists; bulk export route is unconfirmed. |
| Users/owners | Contacts, Companies, Deals (owner property) | manual | Map users to HubSpot users by email. |
What to expect
Customer-defined business rules must be rebuilt as HubSpot workflows.
Field-level and table-level rights are configured per customer and must be re-modelled in HubSpot.
Must be rebuilt in HubSpot reporting.
The schema is fully customer-configured.
Form and website connectors are Youday-specific.
The invoicing module is native to Youday and not a HubSpot equivalent.
Request full table exports and a data dictionary from Youday early.
Test exports for parent IDs and reconcile counts on a sample.
Use custom objects or consolidate rarely used tables.
Confirm HubSpot data-hosting choice and language/encoding handling.
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.
Product and export capabilities (CSV/JSON exports, FTP import, connectors) are confirmed on the vendor site. There is no public API documentation, auth detail, rate limit or object schema, so object mapping rests on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Youday CRM to HubSpot?
1. Ask Youday for a list of tables, fields and relations, and the export formats available. 2. Inventory automations, user rights and dashboards for rebuild. 3. Define pipeline and stage mapping for Deals. 4. Check whether exports include unique IDs and parent-record keys for activities.
What data can move from Youday CRM to HubSpot?
These objects move directly: Contacts, Organisations/companies and Deals (affaires) and pipeline. Check the mapping table for partial and manual items.
What does not move from Youday CRM to HubSpot?
Automations (reminders, emails, SMS, notifications), Access rights and permissions and Dashboards and reports. Plan to rebuild or retire these.
How long does a Youday CRM to HubSpot migration take?
Small (<10k contacts/companies/deals): 2-4 weeks. Mid (10k-100k records with activities): 4-8 weeks. Large (>100k records with many custom tables and documents): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Youday CRM?
Unknown; no public API docs found. Ask Youday support or your project manager for an export or API access. Unknown; assume an admin role is needed to configure exports and automated treatments.
What compliance issues apply when moving Youday CRM data?
Check: Possible financial data (invoices, payments), Possible asset-management/wealth data and Public-sector and association members' data. Agree consent, retention and access rules before exporting.
Moving Youday CRM into HubSpot?
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