Yardi Breeze to HubSpot
Cloud property-management and accounting suite for small and mid-size portfolios, part of the wider Yardi ecosystem.
Yardi Breeze data can move into HubSpot, landing mainly in Sales Hub. 0 of 5 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Yardi Breeze
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
CSV-based.
Mid migration
10k-100k
Custom objects and associations.
Large migration
>100k
API provisioning and an ongoing sync with Yardi.
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 Yardi Breeze: what you need to get in, what lands in HubSpot, and what will not.
Provisioned or partner API; one source describes REST for Breeze, another says Yardi publishes no open self-serve reference
API credentials obtained from Yardi support or an account manager, or enabled in your own Breeze environment by IT. Access may need a paid licence.
Choose your route
How will you move the data?
No native connector was found.
- You need: API credentials obtained from Yardi support or an account manager, or enabled in your own Breeze environment by IT. Access may need a paid licence.
- Permission: To confirm
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.
- Data export (reports to file) per a third-party spec list
- SFTP/flat-file exports are a common fallback for Yardi products
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 Yardi Breeze
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Prospects/leads (leasing) | Contacts | partial | Likely report/CSV export. The exact Breeze lead export fields are unverified. |
| Owners/tenants/vendors | Contacts | partial | People records can map to Contacts or Companies. Analyst assumption. |
| Properties/units | Custom objects | partial | There is no native HubSpot property object, so a custom object is needed. Analyst assumption. |
| Buyers/sellers/viewings/deals | Deals | manual | Breeze is not clearly a sales CRM, so confirm these objects exist in the tenant. Viewings could map to Meetings. |
| Notes/activities | Notes | manual | Export availability is unverified. |
What to expect
Accounting stays in Breeze or another system, not HubSpot.
Not HubSpot functions; retain existing tools.
Breeze is primarily property management; the sheet scope is unverified.
No open self-serve API.
HubSpot has no native property object.
Fall back to report exports, or ask the Yardi account manager early.
Run a discovery call and field audit before scoping.
Build several saved reports per object.
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.
No vendor or HubSpot docs were reached. Access facts rest on third-party pages, and object mapping is category-level analyst knowledge. Breeze is property-management software, so the sheet's buyers/sellers/viewings/deals scope may not match it.
Sources
Related migrations
Frequently asked questions
How do I migrate Yardi Breeze to HubSpot?
1. Confirm with Yardi which Breeze modules and prospect/lead data are in use. 2. Ask the Yardi account manager whether API access is licensed and enabled. 3. Inventory properties, units, owners, prospects and activities for export. 4. Decide which records stay in Breeze (accounting, trust) and which move.
What does not move from Yardi Breeze to HubSpot?
Accounting ledgers, trust/AP/AR postings and MLS and listing syndication feeds. Plan to rebuild or retire these.
How long does a Yardi Breeze to HubSpot migration take?
Small (<10k): 2-4 weeks. Mid (10k-100k): 4-8 weeks. Large (>100k): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Yardi Breeze?
API credentials obtained from Yardi support or an account manager, or enabled in your own Breeze environment by IT. Access may need a paid licence.
What compliance issues apply when moving Yardi Breeze data?
Check: Financial/trust accounting data, Tenant screening or credit data and Possible fair-housing sensitive data. Agree consent, retention and access rules before exporting.
Moving Yardi Breeze 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