NowCerts to HubSpot
Cloud agency management system (AMS) for independent insurance agencies. It covers insureds, prospects, policies, tasks, files and certificates.
NowCerts data can move into HubSpot, landing mainly in Sales Hub. 3 of 8 mapped objects move directly (Insureds (customers), Prospects and Tasks); 4 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 NowCerts
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
<5k contacts
Mid migration
5k-50k contacts
Large migration
>50k contacts with files
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 NowCerts: what you need to get in, what lands in HubSpot, and what will not.
REST (ASP.NET Web API, JSON), with a Postman collection
A NowCerts agency user account that has the 'API Integration' agent role.
The user must be granted the 'API Integration' agent role.
Choose your route
How will you move the data?
No native connector was found.
- You need: A NowCerts agency user account that has the 'API Integration' agent role.
- Permission: The user must be granted the 'API Integration' agent role.
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 reads: insured and prospect lists and details, policy lists and details, opportunities, tasks, notes, files with download URLs
- Postman collection (v2.1.5) for testing endpoints
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 NowCerts
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Insureds (customers) | Contacts | yes | Read via the Insured and Customers endpoints, including custom fields and tags. Individual versus commercial insureds may need splitting between Contacts and Companies. |
| Prospects | Contacts | yes | The API returns prospects together with insureds. Use a lifecycle stage or a property to tell them apart. |
| Commercial insureds | Companies | partial | Mapping is an analyst judgement. The docs do not say how commercial insureds are represented. |
| Opportunities | Deals | partial | The API has an opportunities disposition list and opportunity file folders. Pipeline and stage mapping is manual. |
| Tasks | Tasks | yes | Task and to-do list endpoints exist. |
| Notes | Notes | partial | Notes are exposed with their files. Note attachments move through the Files API. |
| Files and documents | Files | partial | Folder lists are available per insured, opportunity and policy. Download URLs are time-limited. |
| Policies, coverages, endorsements, carriers | Custom objects | manual | Policy administration should stay in the AMS. Optionally sync summary fields or a custom object for renewals. |
What to expect
These are AMS functions. Keep them in the specialist system.
HubSpot has no equivalent object.
These are accounting data held on endorsements and policies, and they do not belong in the CRM.
Dispositions are tenant-defined lists.
The source model is insured-centric.
The API exposes custom fields, so they must be recreated by hand.
Download URLs expire, so files need scripted fetching.
Limit what you sync to the scope in the analyst note.
Fetch each URL just before downloading it.
Add a custom property for the NowCerts databaseId on every migrated object.
Re-import the Postman collection before building.
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 REST API and its objects are backed by NowCerts API pages and a third-party profile. I found no vendor docs on UI export options, rate limits, certifications or residency, and no HubSpot connector docs. The HubSpot mapping is analyst judgement.
Sources
Related migrations
Frequently asked questions
How do I migrate NowCerts to HubSpot?
1. Ask NowCerts to grant the API Integration role to a service user. 2. Import the Postman collection and test login and token refresh. 3. Pull the Insured, prospect and opportunity disposition lists to inventory the data. 4. List custom fields and tags from the Insured endpoints.
What data can move from NowCerts to HubSpot?
These objects move directly: Insureds (customers), Prospects and Tasks. Check the mapping table for partial and manual items.
What does not move from NowCerts to HubSpot?
Policy administration data and carrier download feeds, Certificates of insurance issued and certificate holder workflows and Commissions, receivables and payables. Plan to rebuild or retire these.
How long does a NowCerts to HubSpot migration take?
Small (<5k contacts): 2-4 weeks. Mid (5k-50k contacts): 4-8 weeks. Large (>50k contacts with files): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from NowCerts?
A NowCerts agency user account that has the 'API Integration' agent role. The user must be granted the 'API Integration' agent role.
What compliance issues apply when moving NowCerts data?
Check: Insurance policy and claims data, Possible health or financial data in documents and Driver licence data in rating records. Agree consent, retention and access rules before exporting.
Moving NowCerts into HubSpot?
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