Junxure to HubSpot
Junxure is a CRM for financial advisors, sold as Junxure Cloud and a legacy on-premise Junxure desktop product. A third-party guide says it is now called AdvisorEngine CRM.
Junxure data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 3-5 weeks for a small move and 10-16 weeks for a large one.
Migration checklist for Junxure
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 5k contacts, about 1k households
CSV-based move of contacts and households.
Mid migration
5k-25k contacts with Actions history
Needs relationship mapping and activity decisions.
Large migration
25k+ contacts, desktop database, heavy history
Likely needs SQL extraction and an archive plan.
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 Junxure: what you need to get in, what lands in HubSpot, and what will not.
Junxure Cloud has a vendor API for push/pull data sharing with third-party and custodial apps. No public docs were found.
Unknown. The Orion integration needs separate Orion API credentials, but that is not a general export credential.
Choose your route
How will you move the data?
No native connector was found.
- You need: Unknown. The Orion integration needs separate Orion API credentials, but that is not a general export credential.
- 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.
- Junxure Cloud has a Record Data Import tool for CSV files. The sources do not document the matching CSV export.
- Constant Contact integration can export and import contact data, but it is not a full export.
- Legacy desktop databases may need direct SQL Server access or vendor support, per a third-party guide.
- Ask the vendor for a full database or report export, since no complete export path is documented.
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: 10-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Junxure
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Records (contacts/prospects) | Contacts | partial | Contacts are the core Junxure unit. Moving them relies on CSV or report export, which is not confirmed in vendor docs. |
| Households | Companies | partial | Households are a likely fit for Companies or a custom object. You must preserve household-to-member links. |
| Actions (tasks/correspondence logs) | Tasks | manual | Actions are described as compliance-relevant communication logs. They may map to Notes, Emails or Tasks, and mapping needs a decision. |
| Opportunities | Deals | partial | The analyst scope includes opportunities. Fields and export route are unconfirmed. |
| Advisers and referral partners | Contacts | manual | Rebuild as contacts or companies with a type property, plus owner mapping for advisers. |
| Accounts and positions (Orion feed) | Custom objects | no | Portfolio data comes from Orion and should stay there. Link back instead of migrating. |
What to expect
This data lives in Orion or custodians and is imported into Junxure daily. Keep it in the specialist system.
HubSpot has no equivalent of this vendor portal.
Households need Companies or custom-object associations that a CSV import will not create by itself.
These are Junxure-specific connections.
Compliance logs may need retention outside HubSpot.
Request a database backup or an assisted export.
Archive the full Actions history in a compliant store before decommissioning.
Confirm your edition (Cloud or desktop) and contact the vendor.
Pause the push integration at cutover.
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 identity, integrations and CSV import are sourced. Export paths, full object model and API limits for Junxure/AdvisorEngine CRM are not confirmed in vendor docs. The object mapping rests on category-level knowledge and one third-party guide.
Sources
Related migrations
Frequently asked questions
How do I migrate Junxure to HubSpot?
1. Confirm whether you run Junxure Cloud, desktop or AdvisorEngine CRM. 2. Ask the vendor for the full export options and API access. 3. Inventory Records, Households, Actions, Opportunities and custom fields. 4. Run the Primary Contact Info Report to clean contact data first.
What does not move from Junxure to HubSpot?
Portfolio accounting, positions and rebalancing data and ClientView Live client portals. Plan to rebuild or retire these.
How long does a Junxure to HubSpot migration take?
Small (Up to 5k contacts, about 1k households): 3-5 weeks. Mid (5k-25k contacts with Actions history): 6-10 weeks. Large (25k+ contacts, desktop database, heavy history): 10-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Junxure?
Unknown. The Orion integration needs separate Orion API credentials, but that is not a general export credential.
What compliance issues apply when moving Junxure data?
Check: Financial account and net-worth data, Adviser-client communications subject to compliance retention and Possible minors or dependants in household data. Agree consent, retention and access rules before exporting.
Moving Junxure into HubSpot?
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