kvCORE to HubSpot
All-in-one real estate platform with IDX websites, Smart CRM, marketing automation and lead generation. Rebranded BoldTrail in 2024.
kvCORE data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Contacts (leads, buyers, sellers)); 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 kvCORE
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
<10k contacts, a few agents
CSV only.
Mid migration
10k-75k contacts, team, deals
API pulls for deals and listings, plus automation rebuild.
Large migration
>75k contacts, brokerage with many offices
Multi-owner exports, custom objects, compliance boundary design.
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 kvCORE: what you need to get in, what lands in HubSpot, and what will not.
REST (kvCORE Public API V2, JSON)
User-generated API token; the API is usually enabled through Inside Real Estate support or the brokerage admin (unconfirmed).
Contacts can only be exported by the record owner from the CRM, and Inside Real Estate support cannot export for you. Team or office-owned contacts need the owning entity.
Choose your route
How will you move the data?
No native connector was found.
- You need: User-generated API token; the API is usually enabled through Inside Real Estate support or the brokerage admin (unconfirmed).
- Permission: Contacts can only be exported by the record owner from the CRM, and Inside Real Estate support cannot export for you. Team or office-owned contacts need the owning entity.
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.
- Smart CRM > More Actions > Export Contacts (CSV link emailed to the login email)
- Filtered or selected contact export with chosen columns
- Public API V2 contact, listing, open house, transaction and analytics 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 kvCORE
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (leads, buyers, sellers) | Contacts | yes | CSV export of owned contacts. Includes basic fields and selectable columns. Activity history and custom fields/tags only partly come through. |
| Contact ownership / assigned agent | Contacts | partial | Ownership is a column in the CRM. Map it to HubSpot owner via a user lookup. |
| Listings / properties | Custom objects | partial | The API has listing management endpoints. HubSpot has no native listing object, so this needs a custom object. |
| Transactions / deals | Deals | partial | The API has transaction management endpoints. Field coverage was not verified. |
| Saved searches / listing alerts and property interest | Custom objects | manual | The API has a contact listing search alerts category. Viewings are not documented as exportable. |
| Offices, teams, users | Companies | manual | Used for owner and team mapping. Users must be created in HubSpot separately. |
What to expect
These stay on kvCORE infrastructure after cancellation.
Not available in the contact CSV; it must be rebuilt as HubSpot workflows or sequences.
Not listed as exportable (unverified).
Automation is not exported.
Hosted pages and IDX do not transfer.
Analyst scope boundary; HubSpot is not a transaction or accounting system.
Only owned contacts can be exported by each owner.
Have each agent or the team owner export, and check ownership in the Columns view.
Pull notes and activity through the API where possible and audit the field gaps first.
Confirm API entitlement with Inside Real Estate early.
Get brokerage sign-off and confirm data ownership before cancelling.
Use the BoldTrail help centre and apidocs.kvcore.com together.
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 path (owner-only CSV) and Public API V2 are backed by vendor pages. Object-level field mapping, rate limits, and the HubSpot connector status are not documented in the sources I found. Those parts rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate kvCORE to HubSpot?
1. Confirm who owns each contact (agent, team, office) via the Columns dropdown. 2. Check with the brokerage admin whether API token access is available. 3. Inventory active Smart Campaigns, action plans, tags and lead routing rules. 4. Define the kvCORE-to-HubSpot property map, including source and ownership.
What data can move from kvCORE to HubSpot?
These objects move directly: Contacts (leads, buyers, sellers). Check the mapping table for partial and manual items.
What does not move from kvCORE to HubSpot?
IDX website, landing pages and SEO equity, Smart campaign and drip automation logic and Behavioral tracking and lead score history. Plan to rebuild or retire these.
How long does a kvCORE to HubSpot migration take?
Small (<10k contacts, a few agents): 2-4 weeks. Mid (10k-75k contacts, team, deals): 4-8 weeks. Large (>75k contacts, brokerage with many offices): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from kvCORE?
User-generated API token; the API is usually enabled through Inside Real Estate support or the brokerage admin (unconfirmed). Contacts can only be exported by the record owner from the CRM, and Inside Real Estate support cannot export for you. Team or office-owned contacts need the owning entity.
What compliance issues apply when moving kvCORE data?
Check: Financial (transactions, commissions), Possible do-not-call and TCPA text consent and Fair housing considerations in lead data. Agree consent, retention and access rules before exporting.
Moving kvCORE into HubSpot?
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