XLR8 to HubSpot
XLR8 is a highly customised Salesforce CRM configuration for financial advisers, wealth managers and insurance practices.
XLR8 data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Leads / prospects and Opportunities); 4 items need manual work and 2 do not move. Plan roughly 3-6 weeks for a small move and 12-24 weeks for a large one.
Migration checklist for XLR8
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 contacts and deals
Native import covers most of it.
Mid migration
10k-100k records
Household remodelling and integrations.
Large migration
100k+ records
API ETL, custom objects and compliance review.
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 XLR8: what you need to get in, what lands in HubSpot, and what will not.
Salesforce platform APIs (underlying org). XLR8 has no separate public API that I found. Bulk API 2.0 is cited by a third-party guide.
Salesforce org login with API access. Confirm that XLR8 managed-package objects are readable.
Salesforce admin or an integration user is typically needed. This is not confirmed in the sources.
Choose your route
How will you move the data?
HubSpot offers an integration for importing records from XLR8.
- You need: Salesforce org login with API access. Confirm that XLR8 managed-package objects are readable.
- Permission: Salesforce admin or an integration user is typically needed. This is not confirmed in the sources.
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.
- HubSpot native Salesforce import of leads, contacts, accounts, opportunities, tasks, campaigns, cases, events and custom objects
- Salesforce Data Export Service, Data Loader or reports to CSV, then HubSpot import
- API-based ETL via Bulk API 2.0 into HubSpot batch endpoints for relational data
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: 12-24 weeks, usually phased.
Talk to a partnerWhere each object lands
In XLR8
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads / prospects | Contacts | yes | HubSpot has no Lead object, so use lifecycle stage and lead status. |
| Contacts / clients / advisers / referral partners | Contacts | partial | Adviser and referral-partner roles probably sit in custom fields or record types, so they need property or segment mapping. |
| Accounts / households | Companies | partial | Household structures and many-to-many links need association labels or custom objects. Custom objects require Enterprise. |
| Opportunities | Deals | yes | Rebuild pipelines in HubSpot. Multiple record types often become multiple pipelines. |
| Tasks and events | Tasks | partial | Activity import is limited, so migrate only the history that matters. |
| Cases | Tickets | partial | Ticket pipelines and statuses must be recreated. |
| XLR8 custom objects (holdings, accounts, policies) | Custom objects | manual | Needs remodelling. Holdings and policy data should stay in specialist systems. The XLR8 object list is unverified. |
What to expect
It does not import as HubSpot property history, so export it separately if needed.
Analyst scope keeps these in specialist systems.
Logic does not transfer automatically.
They are not migrated.
Salesforce junction objects have no direct HubSpot equivalent.
XLR8 integrates with these tools. They must be re-pointed or replaced.
Limit migration to the scoped objects and keep regulated records in specialist systems.
Verify field sync after import, or use CSV or API loads for full control.
Chunk the CSVs or use API ETL. This is a community-sourced claim.
Run a metadata audit of the org before mapping.
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.
XLR8 is documented as a Salesforce-based configuration. Access and object mapping rest on HubSpot's Salesforce import docs and Salesforce-to-HubSpot guides. I found no XLR8-specific export docs, and its custom objects and fields are unverified.
Sources
Related migrations
Frequently asked questions
How do I migrate XLR8 to HubSpot?
1. Confirm with Concenter Services which XLR8 package objects and custom fields your org uses. 2. Inventory the Salesforce org's households, adviser, referral-partner and opportunity record types. 3. Create a data dictionary mapping each Salesforce field to a HubSpot property of the same type. 4. Create HubSpot users first so owner assignments carry over.
What data can move from XLR8 to HubSpot?
These objects move directly: Leads / prospects and Opportunities. Check the mapping table for partial and manual items.
What does not move from XLR8 to HubSpot?
Salesforce field history and Policy administration, underwriting, loan origination and portfolio accounting records. Plan to rebuild or retire these.
How long does a XLR8 to HubSpot migration take?
Small (Up to 10k contacts and deals): 3-6 weeks. Mid (10k-100k records): 6-12 weeks. Large (100k+ records): 12-24 weeks. These are planning estimates, not a quote.
What access do I need to export from XLR8?
Salesforce org login with API access. Confirm that XLR8 managed-package objects are readable. Salesforce admin or an integration user is typically needed. This is not confirmed in the sources.
Is there a native HubSpot connector for XLR8?
Yes. Confirm the supported objects in discovery.
What compliance issues apply when moving XLR8 data?
Check: Financial, Insurance and wealth client data, Possible health data in insurance cases and Possible minors in household data. Agree consent, retention and access rules before exporting.
Moving XLR8 into HubSpot?
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