AscendixRE to HubSpot
Commercial real estate CRM built on Salesforce. It covers leases, sales, properties, listings, availabilities, capital sources and commission tracking, and each plan includes a Salesforce license.
AscendixRE data can move into HubSpot, landing mainly in Sales Hub. 2 of 8 mapped objects move directly (Contacts (leads, buyers, sellers, tenants, landlords) and Accounts / companies); 4 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 10-20 weeks for a large one.
Migration checklist for AscendixRE
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 records, 1-5 users
Mostly contacts, companies and deals.
Mid migration
10k-100k records, 5-50 users
Custom property objects and activity history.
Large migration
100k+ records, 50+ users
Multiple offices, retained systems and integrations.
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 AscendixRE: what you need to get in, what lands in HubSpot, and what will not.
Salesforce platform APIs (REST/Bulk), since the CRM runs in a Salesforce org. This is category-level knowledge and was not checked against Salesforce docs.
Salesforce org user credentials, or a connected app. Ascendix also asks for the Salesforce Org ID in some support cases.
Salesforce System Administrator, or API Enabled plus export permissions. Ascendix Search admins can cap or block exports per user.
Choose your route
How will you move the data?
No native connector was found.
- You need: Salesforce org user credentials, or a connected app. Ascendix also asks for the Salesforce Org ID in some support cases.
- Permission: Salesforce System Administrator, or API Enabled plus export permissions. Ascendix Search admins can cap or block exports per user.
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.
- CSV export of all data including attachments, available any time per the vendor FAQ
- Ascendix Search export to Excel/CSV, with admin-set record limits
- Salesforce Data Export Service and Data Loader (named in Ascendix's own export guide)
- Workbench Bulk CSV queries (named in Ascendix's own export guide)
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: 10-20 weeks, usually phased.
Talk to a partnerWhere each object lands
In AscendixRE
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (leads, buyers, sellers, tenants, landlords) | Contacts | yes | Standard Salesforce Contact/Lead data exports to CSV. Role types need a mapping property. |
| Accounts / companies | Companies | yes | Salesforce Account export to CSV. Account-level fields can be added to Contact exports through Ascendix Search. |
| Deals (Lease/Sale transactions) | Deals | partial | Lease and Sale are CRE-specific objects. They need pipeline and stage mapping and may split into custom properties or custom objects. |
| Properties, Listings, Availabilities | Custom objects | partial | HubSpot has no native CRE property object, so a custom-object schema is needed with associations to deals and companies. |
| Activities (notes, calls, events, tasks) | Notes | partial | Exports are possible. Mapping to HubSpot Notes, Calls, Meetings and Tasks needs a tool or the API. |
| Attachments | Files | partial | The vendor says attachments are included in the data export. Re-association to records is manual or scripted. |
| Viewings | Meetings | manual | AscendixRE has no documented viewing object. These are likely events or activities. |
| Capital sources, commissions | Custom objects | manual | Commission processing is a back-office feature. Decide whether to keep it outside HubSpot. |
What to expect
They are Salesforce metadata and must be rebuilt as HubSpot workflows.
No HubSpot equivalent. Retain it where required, for example for trust accounting.
They are tied to the Ascendix/Salesforce package.
HubSpot has no native equivalent.
Salesforce reports don't transfer.
These integrations vary by vendor and stay with systems of record.
They are Salesforce-side integrations.
Export the 18-character IDs and import them into a HubSpot property. Use them to build associations.
Complete the full export and validation before terminating.
Define a system of record for each object.
Run the export as an admin or with Data Loader.
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.
Vendor pages confirm AscendixRE is a commercial real estate CRM built on Salesforce and that it supports CSV export. They don't document an object schema. Object mapping and API limits come from general Salesforce knowledge and were not checked against Salesforce or HubSpot docs. The analyst scope note lists residential-style objects (buyers, sellers, viewings) that don't match AscendixRE's commercial real estate model.
Sources
Related migrations
Frequently asked questions
How do I migrate AscendixRE to HubSpot?
1. Confirm the org's AscendixRE edition and its custom objects (Lease, Sale, Property, Availability) through Setup > Object Manager. 2. Decide which functions stay outside HubSpot: MLS, syndication, trust accounting, compliance, commissions. 3. Get an admin Salesforce user with API access and export permission. 4. Request or run the full CSV data export, including attachments.
What data can move from AscendixRE to HubSpot?
These objects move directly: Contacts (leads, buyers, sellers, tenants, landlords) and Accounts / companies. Check the mapping table for partial and manual items.
What does not move from AscendixRE to HubSpot?
Salesforce automations, workflows and approval processes, Commission and back-office processing logic and Ascendix Composer templates, branded flyers and reports, listing portal. Plan to rebuild or retire these.
How long does a AscendixRE to HubSpot migration take?
Small (up to 10k records, 1-5 users): 2-4 weeks. Mid (10k-100k records, 5-50 users): 4-10 weeks. Large (100k+ records, 50+ users): 10-20 weeks. These are planning estimates, not a quote.
What access do I need to export from AscendixRE?
Salesforce org user credentials, or a connected app. Ascendix also asks for the Salesforce Org ID in some support cases. Salesforce System Administrator, or API Enabled plus export permissions. Ascendix Search admins can cap or block exports per user.
What compliance issues apply when moving AscendixRE data?
Check: Financial data in commissions, capital sources and lending deals, Possible trust-account and transaction compliance records that need retention and Possible mortgage or lending client data. Agree consent, retention and access rules before exporting.
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