Blackbaud CRM to HubSpot
Enterprise nonprofit CRM built on the Infinity platform. It covers constituents, revenue, memberships and fundraising.
Blackbaud CRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 6 mapped objects move directly (Constituents (Individual) and Constituents (Organization)); 3 items need manual work and 3 do not move. Plan roughly 4-8 weeks for a small move and 16-30 weeks for a large one.
Migration checklist for Blackbaud 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
<25k constituents
Query exports and CSV import.
Mid migration
25k-250k constituents
API extraction, household model and membership objects.
Large migration
>250k constituents with long gift history
Ongoing sync, custom objects and a retained finance boundary.
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 Blackbaud CRM: what you need to get in, what lands in HubSpot, and what will not.
Blackbaud CRM REST API (API portal), SOAP AppFx web service, and SKY API CRM endpoints
API portal subscription plus CRM environment configuration; the environment must accept inbound HTTPS from specified IPs.
Choose your route
How will you move the data?
No native connector was found.
- You need: API portal subscription plus CRM environment configuration; the environment must accept inbound HTTPS from specified IPs.
- 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.
- Ad-hoc Query with export of results (constituent, revenue and membership fields)
- REST API operations grouped by Constituent, Fundraising etc.
- SOAP web service (AppFxWebService) data lists and forms
- SKY API CRM endpoints (Constituent, Revenue, Fundraising, Marketing, Volunteer, Event)
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: 16-30 weeks, usually phased.
Talk to a partnerWhere each object lands
In Blackbaud CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Constituents (Individual) | Contacts | yes | Addresses, phones and emails are one-to-many, so each needs its own export row or call. |
| Constituents (Organization) | Companies | yes | Organization is one of the constituent types. |
| Constituents (Household/Group) | Companies | partial | Household and Group are constituent types. HubSpot has no native household object, so use a Custom object or Companies with a type property. |
| Revenue (gifts, pledges) | Deals | partial | Move as reference records only. Keep gift accounting and receipting in the source system or in finance tools. |
| Membership | Custom objects | partial | Membership level is exportable via query. Deals or a custom object could hold it. |
| Notes/interactions | Notes | partial | The Constituent API covers notes. Interactions are in the CRM API Constituent endpoint. |
What to expect
HubSpot has no fund accounting. The analyst scope says to retain these in the source system or a finance system.
These are outside HubSpot's CRM data model.
They are platform-specific configuration and do not map to HubSpot objects.
HubSpot lacks a native household construct, and revenue can be rolled up at household level in the source query views.
Code table entries are configured per CRM installation.
Ad-hoc queries and selections are not portable.
Label Deals as reference-only and keep Blackbaud or the ERP as the system of record.
Export child tables separately, or suppress duplicates and key on the constituent GUID.
Allowlist the required IPs early with the hosting and IT team.
Split exports by constituent type before import.
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.
Blackbaud docs support the export and API paths and the constituent, revenue and membership query views. HubSpot-side mapping, rate limits, auth details, governance and certifications are not sourced and rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Blackbaud CRM to HubSpot?
1. Confirm the CRM version and service pack, since the REST API requires Service Pack 20 or later. 2. Decide which data stays in Blackbaud: gifts, funds, receipts and grants. 3. Request an API portal subscription or an ad-hoc query export role. 4. Inventory constituent types, membership programs and recognition levels.
What data can move from Blackbaud CRM to HubSpot?
These objects move directly: Constituents (Individual) and Constituents (Organization). Check the mapping table for partial and manual items.
What does not move from Blackbaud CRM to HubSpot?
Gift accounting, restricted funds, GL distributions, Tax receipting and grant administration and Custom Infinity data forms, business processes and security roles. Plan to rebuild or retire these.
How long does a Blackbaud CRM to HubSpot migration take?
Small (<25k constituents): 4-8 weeks. Mid (25k-250k constituents): 8-16 weeks. Large (>250k constituents with long gift history): 16-30 weeks. These are planning estimates, not a quote.
What access do I need to export from Blackbaud CRM?
API portal subscription plus CRM environment configuration; the environment must accept inbound HTTPS from specified IPs.
What compliance issues apply when moving Blackbaud CRM data?
Check: Financial (donation and payment data), Possible minors (youth programs) and Possible health-related data in notes. Agree consent, retention and access rules before exporting.
Moving Blackbaud CRM into HubSpot?
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