Rex Software to HubSpot
Cloud real estate CRM for agencies, covering contacts, properties, listings, pipeline, marketing, and portal and compliance integrations (mainly ANZ).
Rex Software data can move into HubSpot, landing mainly in Sales Hub. 1 of 7 mapped objects move directly (Contacts (leads, buyers, sellers, owners)); 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 Rex 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
<5k contacts, <1k properties
CSV-led move.
Mid migration
5k-50k contacts, 1k-10k properties
Custom objects and automations.
Large migration
>50k contacts, multi-office
API extraction and phased cutover.
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 Rex Software: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON over POST, token auth)
Rex user login (email and password) to obtain a token. Sandbox accounts are provisioned only for Verified Integrators.
CSV export requires the right Rex user permissions. The exact admin role is not documented.
Choose your route
How will you move the data?
No native connector was found.
- You need: Rex user login (email and password) to obtain a token. Sandbox accounts are provisioned only for Verified Integrators.
- Permission: CSV export requires the right Rex user permissions. The exact admin role is not documented.
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 data export from the Contacts, Properties and Listings list views
- CSV export of reminders, notes and system lists via Other Lists
- Open REST API: Rex states 100% of its data is accessible
- Zapier
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 Rex Software
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (leads, buyers, sellers, owners) | Contacts | yes | CSV export and the Contacts API both exist. Contact types and tags need mapping to HubSpot properties. |
| Properties | Custom objects | partial | Properties export to CSV. HubSpot has no native property object, so a custom object is needed. |
| Listings / instructions | Custom objects | partial | Listings export to CSV. Deals or a custom object can hold them depending on design. |
| Notes | Notes | partial | Notes export as a list. Association to contacts and properties must be rebuilt. |
| Reminders | Tasks | partial | Reminders export from Other Lists. |
| Pipeline / deals (appraisals, sales) | Deals | manual | Rex pipeline and deal export format was not verified. Expect to rebuild via API or a custom report. |
| Viewings / open homes | Meetings | manual | The Rex export path for viewings was not verified. |
What to expect
Portal feeds are Rex integrations that push listings out. HubSpot has no equivalent, so keep them in Rex or a replacement system.
These are third-party integrations or form tools outside the CRM data export.
Workflow logic and email or document templates are not data exports and must be rebuilt in HubSpot.
Automation logic does not export.
HubSpot has no native real estate objects.
Rex supports custom fields and tags.
This is a partial replacement.
Design the custom objects and associations before importing.
Export unsubscribe status and import it as HubSpot non-marketing or unsubscribed.
Use a dedicated integration user with least privilege and rotate the password after cutover.
Use the API to pull related contacts, properties and listings with IDs.
Keep Rex as listing master until the feeds are replaced.
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 and API access are backed by Rex docs (S1–S5). HubSpot-side mapping, rate limits, the full Rex object list, and governance/certifications were not verified, so those rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Rex Software to HubSpot?
1. Confirm the export permission for your Rex users and choose an integration user. 2. Inventory custom fields, tags and contact types in Rex. 3. Decide the HubSpot custom objects for Properties and Listings. 4. Decide what stays in Rex or other systems: portals, trust accounting, forms.
What data can move from Rex Software to HubSpot?
These objects move directly: Contacts (leads, buyers, sellers, owners). Check the mapping table for partial and manual items.
What does not move from Rex Software to HubSpot?
MLS and portal feeds (realestate.com.au, Domain), Compliance forms and contracts (ADL Forms, REI Forms, RITA) and Rex Tracks automations and templates. Plan to rebuild or retire these.
How long does a Rex Software to HubSpot migration take?
Small (<5k contacts, <1k properties): 2-4 weeks. Mid (5k-50k contacts, 1k-10k properties): 4-8 weeks. Large (>50k contacts, multi-office): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Rex Software?
Rex user login (email and password) to obtain a token. Sandbox accounts are provisioned only for Verified Integrators. CSV export requires the right Rex user permissions. The exact admin role is not documented.
What compliance issues apply when moving Rex Software data?
Check: Trust/transaction financial data, Identity or compliance documents from AML/KYC and Possible minors' data (e.g. tenants' households). Agree consent, retention and access rules before exporting.
Moving Rex Software into HubSpot?
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