MRI Software to HubSpot
MRI is a real estate software suite covering property management, investment management, lease accounting and facilities management, so it is not a classic buyer/seller CRM.
MRI Software data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 10-20 weeks for a large one.
Migration checklist for MRI Software
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, one module
Mostly CSV report exports.
Mid migration
10k-100k records with properties and leases
MIX API extraction and custom objects.
Large migration
>100k records across multiple entities and modules
Ongoing sync with MRI as the financial system of record.
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 MRI Software: what you need to get in, what lands in HubSpot, and what will not.
REST APIs through MRI Information Exchange (MIX), which hosts 1,000+ vetted APIs
A MIX license, owned by either the vendor or the client, plus an API user and partner key.
Not confirmed in sources; MRI controls which datasets are exposed, so MRI or the client admin must enable them.
Choose your route
How will you move the data?
No native connector was found.
- You need: A MIX license, owned by either the vendor or the client, plus an API user and partner key.
- Permission: Not confirmed in sources; MRI controls which datasets are exposed, so MRI or the client admin must enable them.
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.
- MIX REST API retrieval of datasets filtered and controlled by MRI
- Report exports from the UI (PDF, Excel, CSV)
- Custom API datasets built by MRI partners
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 MRI Software
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads/prospects (e.g. Prospect Connect) | Contacts | partial | Depends on which MRI modules and datasets are licensed; the field set is unconfirmed. |
| Residents/tenants/owners | Contacts | partial | Available through MIX datasets; the mapping is analyst judgement. |
| Organisations/tenants/vendors | Companies | partial | Mapping is analyst judgement. |
| Properties/units/leases | Custom objects | partial | HubSpot has no native property object, so a custom object is needed. |
| Deals/opportunities/viewings | Deals | manual | Whether MRI holds these depends on the product; viewings could map to Meetings or a custom object. |
| Notes/activities/documents | Notes | manual | Needs custom extraction; third-party tools claim activity transfer but this is unverified. |
What to expect
These are financial system-of-record data that HubSpot does not hold; retain them in MRI.
Outside HubSpot's scope per the analyst boundary note; keep these external.
Datasets are controlled by MRI and by licensing.
HubSpot has no native equivalent.
Not transferable as configuration.
Make the migration one-way, keep MRI as the financial system of record, and test in a sandbox.
Confirm the MIX license early and use report exports as a fallback.
Run discovery to confirm the modules and data in scope before planning.
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.
The API path (MIX) is supported by MRI's own guide and third-party sources. I found no vendor or HubSpot docs on a specific MRI-to-HubSpot migration. The MRI CRM-style objects (leads, buyers, viewings) and the HubSpot mapping rest on category-level knowledge. MRI is mainly property, lease and accounting software, so the analyst scope note may not match its product lines.
Sources
Related migrations
Frequently asked questions
How do I migrate MRI Software to HubSpot?
1. Identify the MRI modules in use and the version (for example Prospect Connect, Resident, Commercial). 2. Confirm the MIX license and obtain API credentials and a partner key. 3. List the MIX datasets and use $metadata to inspect their structure. 4. Decide which data stays in MRI (accounting, trust, compliance).
What does not move from MRI Software to HubSpot?
Trust/GL accounting, lease accounting and financial ledgers and MLS feeds and listing syndication. Plan to rebuild or retire these.
How long does a MRI Software to HubSpot migration take?
Small (<10k contacts, one module): 2-4 weeks. Mid (10k-100k records with properties and leases): 4-10 weeks. Large (>100k records across multiple entities and modules): 10-20 weeks. These are planning estimates, not a quote.
What access do I need to export from MRI Software?
A MIX license, owned by either the vendor or the client, plus an API user and partner key. Not confirmed in sources; MRI controls which datasets are exposed, so MRI or the client admin must enable them.
What compliance issues apply when moving MRI Software data?
Check: Financial and payment data, Trust and escrow accounting, Tenant screening or ID data, where held and Possible minors or occupant data. Agree consent, retention and access rules before exporting.
Moving MRI Software into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner