DealerSocket to HubSpot
Automotive dealership CRM (with related DMS, inventory and desking tools) now sold within Solera's cloud platform.
DealerSocket data can move into HubSpot, landing mainly in Sales Hub. 1 of 7 mapped objects move directly (Customers/contacts); 3 items need manual work and 2 do not move. Plan roughly 3-5 weeks for a small move and 10-18 weeks for a large one.
Migration checklist for DealerSocket
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
<25k contacts, 1 store
CSV-based.
Mid migration
25k-150k contacts, 2-5 stores
Includes the vehicle object and sequence rebuild.
Large migration
>150k contacts, dealer group
Needs partner API approval and a DMS sync.
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 DealerSocket: what you need to get in, what lands in HubSpot, and what will not.
Partner-gated integration APIs, including Lead Forwarding (XML/email) and inbound Activity Insert/Update. Endpoints are not public.
Solera/DealerSocket Certified Partner approval, or a dealer-run CSV export.
Choose your route
How will you move the data?
No native connector was found.
- You need: Solera/DealerSocket Certified Partner approval, or a dealer-run CSV export.
- 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.
- CSV exports from the CRM entity/report views (sold lists, lead lists)
- Lead Forwarding Service (XML or email) for outbound leads
- Partner API access via Solera integration program
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: 10-18 weeks, usually phased.
Talk to a partnerWhere each object lands
In DealerSocket
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Customers/contacts | Contacts | yes | Via CSV export; customer detail includes contact data. |
| Leads/enquiries | Contacts | partial | Lead lists export to CSV. Lead source and status need mapping to lifecycle stage and a lead status property. |
| Deals/sales opportunities and stages | Deals | partial | Sold lists are exportable. Open opportunity and stage history depends on the report or API available. |
| Vehicles (owned/interest) | Custom objects | partial | VIN, make and model are held per customer. A custom object is recommended; inventory stays in the DMS. |
| Appointments | Meetings | manual | No documented export path; confirm in the tenant. |
| Activities/communication history | Notes | manual | History is visible in the customer record. Bulk export is unconfirmed. |
| Estimates/desking | Quotes | manual | Desking deals are likely better kept in the DMS. |
What to expect
Out of scope by design; these stay in the operational DMS/service systems.
Platform-specific; they must be rebuilt in HubSpot or kept in place.
Dealer-specific taxonomy.
Automation does not export.
The boundary scope retains these systems.
Plan on CSV exports and request approval early.
Run a data audit and a pilot import first.
Deduplicate on email, phone and an external ID before import.
Prefer official exports or the partner program.
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 partner-gated API access are supported by secondary sources only. There are no public vendor export docs or HubSpot docs for this platform, and object mapping rests on category-level knowledge, with the CSV export path taken from a third-party guide.
Sources
Related migrations
Frequently asked questions
How do I migrate DealerSocket to HubSpot?
1. Confirm with the Solera account rep which export reports and API/partner options your contract allows. 2. Inventory the stores, users, lead sources, sales stages and custom fields in use. 3. Decide which systems stay (DMS, inventory, service scheduling) and define the sync boundary. 4. Identify the DealerSocket customer/lead ID to keep as an external ID property in HubSpot.
What data can move from DealerSocket to HubSpot?
These objects move directly: Customers/contacts. Check the mapping table for partial and manual items.
What does not move from DealerSocket to HubSpot?
Inventory, DMS accounting and service scheduling data and Native workflows, desking configurations and OEM integrations. Plan to rebuild or retire these.
How long does a DealerSocket to HubSpot migration take?
Small (<25k contacts, 1 store): 3-5 weeks. Mid (25k-150k contacts, 2-5 stores): 6-10 weeks. Large (>150k contacts, dealer group): 10-18 weeks. These are planning estimates, not a quote.
What access do I need to export from DealerSocket?
Solera/DealerSocket Certified Partner approval, or a dealer-run CSV export.
What compliance issues apply when moving DealerSocket data?
Check: Financial/credit application data, Government ID or driver's licence data possible and Marketing consent (TCPA/CAN-SPAM). Agree consent, retention and access rules before exporting.
Moving DealerSocket into HubSpot?
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