MyCase to HubSpot
Cloud legal practice and case management platform covering matters, contacts, calendaring, tasks, documents, time and billing, payments and lead intake.
MyCase data can move into HubSpot, landing mainly in Sales Hub. 2 of 8 mapped objects move directly (Contacts (people) and Companies); 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for MyCase
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
<2k contacts, <1k cases
CSV import only.
Mid migration
2k-20k contacts, 1k-10k cases
Custom properties and pipeline design.
Large migration
>20k contacts, >10k cases
API extraction and ongoing 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 MyCase: what you need to get in, what lands in HubSpot, and what will not.
REST/JSON (MyCase Open API)
Access to Settings > Import/Export is needed for exports; the exact role required was not confirmed.
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- Permission: Access to Settings > Import/Export is needed for exports; the exact role required was not confirmed.
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.
- Settings > Import/Export > Contacts (CSV)
- Settings > Import/Export > Cases (CSV)
- Full Backup (ZIP of CSV files per area, excluding documents and invoices)
- Report exports to CSV or PDF
- Open API (Advanced tier): cases, contacts, companies, client relationships, events, tasks, documents, case stages
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: 8-14 weeks, usually phased.
Talk to a partnerWhere each object lands
In MyCase
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (people) | Contacts | yes | Exported as CSV; import to HubSpot via CSV or API. |
| Companies | Companies | yes | Included in the contacts/companies export and exposed in the API. |
| Cases (matters) | Deals | partial | Case CSV includes case number, stage, practice area, status and dates; mapping to Deals or a custom object is a design choice. |
| Case stages | Deals | manual | Rebuild as pipeline stages; this is analyst judgement. |
| Tasks | Tasks | partial | Present in the Full Backup CSVs and the API. |
| Notes and messages | Notes | partial | Present in the Full Backup CSVs; the exact export fields were not verified. |
| Calendar events | Meetings | partial | Present in the Full Backup CSVs and the API. |
| Documents | Files | manual | Excluded from the Full Backup and must be downloaded manually; the API exposes documents and folders. |
What to expect
Not included in the Full Backup; billing is retained in MyCase in the partial-replacement scope.
Not covered by the Open API surface listed, and not confirmed in the exports; retain in MyCase.
The Full Backup excludes them.
Case stage and practice area are MyCase-defined values.
Form definitions are not in the data exports; this is analyst judgement.
Limit migrated fields to non-privileged CRM data and restrict HubSpot permissions.
Confirm the plan tier before choosing API or CSV.
Consider a custom object for matters, and associate contacts to it.
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.
Export paths (CSV contact/case exports and Full Backup) and the Open API scope are backed by MyCase docs and third-party API profiles. Auth method, rate limits, native HubSpot connector, certifications and residency were not confirmed. Object mapping to HubSpot is analyst judgement.
Sources
Related migrations
Frequently asked questions
How do I migrate MyCase to HubSpot?
1. Confirm the MyCase plan tier for Open API access. 2. Decide which objects stay in MyCase (billing, documents, trust) and which move. 3. Run Settings > Import/Export for Contacts and Cases CSVs. 4. Run a Full Backup (CSV) for all cases and keep it as an archive.
What data can move from MyCase to HubSpot?
These objects move directly: Contacts (people) and Companies. Check the mapping table for partial and manual items.
What does not move from MyCase to HubSpot?
Invoices and billing history and Time entries and trust accounting. Plan to rebuild or retire these.
How long does a MyCase to HubSpot migration take?
Small (<2k contacts, <1k cases): 2-4 weeks. Mid (2k-20k contacts, 1k-10k cases): 4-8 weeks. Large (>20k contacts, >10k cases): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from MyCase?
Access to Settings > Import/Export is needed for exports; the exact role required was not confirmed.
What compliance issues apply when moving MyCase data?
Check: Attorney-client privileged information, Possible health and financial data, Possible minors' data and Trust account information. Agree consent, retention and access rules before exporting.
Moving MyCase into HubSpot?
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