How long does an OpenCRM to HubSpot migration take?

OpenCRM to HubSpot migrations complete in 3–5 days for datasets under 25,000 records. Larger datasets with 100,000+ records or extensive custom field configurations extend to 7–14 days. The longest phase is schema planning — creating HubSpot properties, designing pipelines, and resolving OpenCRM data-quality issues before the first import batch runs. HubSpot's import tool processes records in the background, so the actual load time is shorter than the planning phase.

Will my OpenCRM workflows migrate to HubSpot?

No. OpenCRM workflow definitions are stored in a proprietary format that cannot be exported as a machine-readable automation definition. Workflows, assignment rules, field-update triggers, and email notifications from OpenCRM do not transfer. They must be recreated in HubSpot's native workflow builder or Operations Hub. FlitStack AI captures screenshots and a written description of each OpenCRM workflow as a rebuild reference for your HubSpot admin, but the actual automation rebuild is outside data-migration scope.

What happens to OpenCRM custom fields in HubSpot?

OpenCRM custom fields are migrated as HubSpot custom properties. FlitStack AI creates each property in HubSpot's property settings before the import batch runs, matching the field type (text, number, date, pick-list, multi-checkbox) from OpenCRM. Multi-select pick-lists in OpenCRM are parsed and mapped to HubSpot multi-checkbox options. You will need to decide which HubSpot lifecycle_stage value to assign to imported contacts since OpenCRM has no native equivalent — FlitStack provides a mapping template for this decision.

Can I migrate OpenCRM deals and pipeline history to HubSpot?

Yes. OpenCRM deals (Potentials) transfer to HubSpot deals with the deal name, amount, close date, stage, and owner intact. OpenCRM pipeline and stage names are mapped to HubSpot deal pipelines and stage values. If OpenCRM uses a single pipeline, FlitStack creates one HubSpot pipeline to receive the deals. Stage-enter timestamps from OpenCRM are preserved in HubSpot custom datetime properties for reporting continuity. Probability percentages from OpenCRM are stored as a custom number property since HubSpot sets probability per stage, not per deal.

Does the migration affect my OpenCRM account during cutover?

No. FlitStack AI uses read-only access to OpenCRM during the migration. Your team continues working in OpenCRM throughout the planning, test, and full migration phases. A delta-pickup window of 24–48 hours after the full migration captures any records created or modified in OpenCRM during the cutover period. These delta records are merged into HubSpot before go-live so your HubSpot portal reflects OpenCRM's final state on the day you switch. OpenCRM remains fully operational until you decide to decommission it.

How does OpenCRM's file attachment handling compare to HubSpot's?

OpenCRM stores file attachments directly on CRM records (contacts, companies, deals) using its document management system. HubSpot uses a separate file manager — files must be uploaded to HubSpot Files and then linked to the target record by ID. FlitStack AI downloads OpenCRM attachments, uploads them to HubSpot's file manager, and creates the record association. Files larger than HubSpot's 25MB per-file limit are flagged in the migration plan. Inline images embedded in OpenCRM notes are extracted, rehosted, and re-inserted into the HubSpot note body.

What happens to OpenCRM tasks and activity history in HubSpot?

OpenCRM tasks map to HubSpot engagements — calls become call engagements, emails become email engagements, and meetings become meeting engagements. The subject, description, status, priority, owner, and original OpenCRM timestamp transfer. HubSpot engagement timestamps reflect import time by default, so FlitStack AI stores the original OpenCRM activity date in a custom datetime property (e.g., Original_Task_Date__c) for historical accuracy. Tasks without a type designation in OpenCRM are imported as generic HubSpot tasks and flagged for review.

How does HubSpot's contact-count billing model affect my migrated data?

HubSpot bills for Marketing Hub contacts separately from CRM contacts — any OpenCRM contact you flag as a marketing prospect becomes a billable marketing contact in HubSpot. After migration, HubSpot counts all contacts with email addresses as potential billable contacts. FlitStack AI does not change contact status during migration; your team decides which contacts should be flagged as marketing contacts in HubSpot after go-live. We recommend reviewing the full contact list post-migration and suppressing records that should not carry marketing-contact billing status in HubSpot's contact settings.

OpenCRM to HubSpot Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

OpenCRM is a UK-based CRM built on the VtigerCRM codebase, offering all-in-one sales, service, and workflow features under a flat per-user pricing model. Its data model uses standard Vtiger object names (Contacts, Companies, Potentials/Deals, Tasks, Notes) with custom fields stored as flat properties. HubSpot organises the same record types around its own property schema — contacts have lifecycle_stage, companies have domain-based identity, and deals live inside named deal pipelines with stage pick-lists. FlitStack AI extracts OpenCRM data via its bulk export API, cleans and deduplicates records against HubSpot's email-based contact uniqueness rule, and loads contacts and companies first so foreign-key relationships (contact→company, deal→contact) resolve correctly on import. We preserve original create and modified timestamps as custom properties since HubSpot overwrites Createdate at import time. OpenCRM workflows, automations, and custom scripts do not migrate — we export their definitions as a rebuild reference for HubSpot workflows and CRM lists. Custom fields from OpenCRM become HubSpot custom properties created before the import batch commits.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

OpenCRM

What's pushing teams away

User interface looks and feels dated compared to modern CRM tools, with clunky navigation, hard-to-find menus, and a visual design that frustrates teams accustomed to contemporary UX.
Bugs and performance issues reported by some users including software freezing and unexpected behavior, particularly under heavy use or with large datasets.
Limited public API documentation and no developer community presence, making custom integrations and programmatic data access harder to implement without vendor involvement.
Smaller market share and review volume compared to major CRM platforms, meaning fewer community resources, third-party integrations, and migration guides are available online.

Choosing

HubSpot

What's pulling them in

Lowest barrier to entry of any major CRM — the free tier with unlimited contacts lets teams validate fit before committing to a paid plan, according to G2 and Capterra reviewers.
Native integration between the CRM and sales engagement tools (sequences, email tracking, dialer) means no separate sync configuration, a theme across G2 Sales Hub reviews.
Pipeline visualization, deal tracking, and automated workflows are consistently praised as intuitive and easy to set up without developer involvement.
Strong onboarding for new team members — reviewers on Capterra and G2 highlight how quickly new reps become productive without formal training.
The HubSpot platform ecosystem (Marketing, Sales, Service, CMS hubs) allows growing companies to consolidate tools without building new integrations.

Object mapping

How OpenCRM objects map to HubSpot

Each row shows how a OpenCRM object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

OpenCRM

Contact

maps to

HubSpot

Contact

1:1

Fully supported

OpenCRM contacts map directly to HubSpot contacts. HubSpot enforces email uniqueness — contacts with duplicate email addresses in OpenCRM are flagged for deduplication before the import batch commits. Primary company is resolved via OpenCRM's company lookup before the contact import runs.

OpenCRM

Company

maps to

HubSpot

Company

1:1

Fully supported

OpenCRM accounts/companies map 1:1 to HubSpot companies. Company name becomes the HubSpot company name field. Domain-based company matching in HubSpot is applied post-import for any OpenCRM companies with a domain property. Parent-company hierarchy in OpenCRM maps to HubSpot's subsidiary association model.

OpenCRM

Potential / Deal

maps to

HubSpot

Deal

1:1

Fully supported

OpenCRM's Potentials object (often labelled Deals in the OpenCRM UI) maps to HubSpot deals. The deal name, amount, close date, and owner all transfer directly. Pipeline name and stage name from OpenCRM are evaluated — if OpenCRM has a single pipeline, FlitStack creates one HubSpot deal pipeline to contain the imported deals.

OpenCRM

Pipeline

maps to

HubSpot

Deal Pipeline

1:1

Fully supported

OpenCRM stores pipeline as a text field on the deal record. HubSpot has a native pipeline model where each pipeline has its own set of stage pick-list values. If OpenCRM uses multiple named pipelines, FlitStack creates corresponding HubSpot deal pipelines and maps each OpenCRM stage to the appropriate HubSpot stage per pipeline.

OpenCRM

Task / Activity

maps to

HubSpot

Engagement (Call / Email / Meeting)

1:1

Fully supported

OpenCRM tasks with type=calls map to HubSpot call engagements; type=emails map to HubSpot email engagements; type=meetings map to HubSpot meeting engagements. Subject, description, status, and owner transfer. Original OpenCRM timestamps are preserved in HubSpot custom properties since HubSpot's engagement timestamps reflect import time.

OpenCRM

Note

maps to

HubSpot

Note

1:1

Fully supported

OpenCRM notes map to HubSpot notes on the associated contact, company, or deal record. Rich-text formatting in OpenCRM notes is preserved where the format is compatible. Notes without an associated record are attached to the most relevant contact or company by email domain matching.

OpenCRM

User

maps to

HubSpot

User (Owner)

1:1

Fully supported

OpenCRM users are matched to HubSpot users by email address. Unmatched users are flagged before the migration batch — FlitStack creates a HubSpot user for each unmatched OpenCRM user if the email domain matches your HubSpot portal domain, or assigns records to a designated fallback owner.

OpenCRM

Attachment / Document

maps to

HubSpot

File

1:1

Fully supported

OpenCRM file attachments are downloaded, re-uploaded to HubSpot's file manager, and linked to the target contact, company, or deal record by record ID. Files larger than HubSpot's 25MB limit per file are noted in the migration plan. Inline images embedded in OpenCRM notes are extracted and rehosted separately.

OpenCRM

Custom Field (Contact)

maps to

HubSpot

Custom Property (Contact)

1:1

Fully supported

OpenCRM stores custom contact fields as flat properties. Each OpenCRM custom field requires a corresponding HubSpot custom property created in the property settings before the import. FlitStack delivers a property-creation checklist as part of the pre-migration plan so HubSpot properties exist before the import batch runs.

OpenCRM

Custom Field (Deal)

maps to

HubSpot

Custom Property (Deal)

1:1

Fully supported

OpenCRM custom fields on deals (e.g., custom deal type, region, product line) map to HubSpot deal custom properties. Pick-list values in OpenCRM custom fields are enumerated in the HubSpot property options. Multi-value OpenCRM fields are mapped as comma-separated values in HubSpot text properties or split into HubSpot multi-checkbox properties per the customer's preference.

OpenCRM	HubSpot	Compatibility
Contact	Contact1:1	Fully supported
Company	Company1:1	Fully supported
Potential / Deal	Deal1:1	Fully supported
Pipeline	Deal Pipeline1:1	Fully supported
Task / Activity	Engagement (Call / Email / Meeting)1:1	Fully supported
Note	Note1:1	Fully supported
User	User (Owner)1:1	Fully supported
Attachment / Document	File1:1	Fully supported
Custom Field (Contact)	Custom Property (Contact)1:1	Fully supported
Custom Field (Deal)	Custom Property (Deal)1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

OpenCRM gotchas

High

Bulk import without CRM ID or ExternalID creates duplicate records

Medium

Import ordering dependency: Companies before Contacts

Medium

No documented public REST API for programmatic export

Low

Pipeline stage names are tenant-defined and require manual mapping

HubSpot gotchas

High

Marketing Contacts billing model is migration-critical

High

Feature tier gating is not visible until onboarding

Medium

Mandatory onboarding fees inflate year-one cost

Medium

HubSpot CSV importer cannot migrate engagements or attachments

Medium

Custom objects require Enterprise and a pre-existing schema

OpenCRM gotchas		HubSpot gotchas
Severity	Issue	Severity	Issue
High	Bulk import without CRM ID or ExternalID creates duplicate records	High	Marketing Contacts billing model is migration-critical
Medium	Import ordering dependency: Companies before Contacts	High	Feature tier gating is not visible until onboarding
Medium	No documented public REST API for programmatic export	Medium	Mandatory onboarding fees inflate year-one cost
Low	Pipeline stage names are tenant-defined and require manual mapping	Medium	HubSpot CSV importer cannot migrate engagements or attachments
		Medium	Custom objects require Enterprise and a pre-existing schema

Pair-specific challenges

HubSpot enforces email uniqueness at import — OpenCRM duplicates must be resolved first

HubSpot uses email as the unique contact identifier. OpenCRM allows multiple contacts with the same email address, which is a common data issue in legacy CRM exports. When FlitStack AI imports OpenCRM contacts, HubSpot rejects duplicate email addresses on the second and subsequent records with an import error. We detect duplicates before the import batch runs and surface them in a deduplication report. You decide which OpenCRM record to keep per duplicate set — FlitStack then merges or deactivates the rejected records post-import. This is a pre-import data-quality step that must complete before the main batch commits.
OpenCRM has no native lifecycle_stage equivalent — HubSpot lifecycle is a separate property

HubSpot's lifecycle_stage property is a native pick-list (Subscriber, Lead, MQL, SQL, Opportunity, Customer, Evangelist) with associated timeline tracking via the HubSpot contacts API. OpenCRM has no equivalent native property — progression is tracked through custom fields or lead-status values. FlitStack AI cannot infer a HubSpot lifecycle stage from OpenCRM data without a customer-provided mapping rule. We recommend deciding upfront which OpenCRM records should receive which HubSpot lifecycle stage values, and we provide a mapping template for that decision before migration day.
OpenCRM's workflow engine has no standard export format — automation rebuild is a manual step

OpenCRM workflows (assignment rules, field-update automations, email triggers) are stored in a proprietary format that cannot be exported as a machine-readable definition. Unlike HubSpot, which offers a workflow JSON export, OpenCRM's automation logic must be documented manually from screenshots or walkthroughs. FlitStack AI helps you capture workflow screenshots from OpenCRM and organises them into a rebuild reference document for HubSpot workflow recreation. The actual rebuild is an admin task in HubSpot's workflow builder — it is not included in the data migration scope.
OpenCRM multi-select custom fields use delimited text — HubSpot needs option-value mapping

OpenCRM stores multi-select custom fields as a single text string with delimited values (comma-separated). HubSpot multi-checkbox properties require individual option values listed in the property settings. If OpenCRM has many multi-select fields, FlitStack AI creates a HubSpot multi-checkbox property per field and parses the delimited source values into individual option selections. If HubSpot does not already have the required option values configured, we flag them for property-option creation before the import batch runs.
OpenCRM's Vtiger-derived export may use non-standard date formats — timestamps must be normalised

OpenCRM's Vtiger database backend stores dates in multiple formats depending on the module and locale settings. Dates in OpenCRM exports can arrive as DD/MM/YYYY, MM/DD/YYYY, or YYYY-MM-DD depending on the system locale. HubSpot's import tool expects YYYY-MM-DD for all date fields. FlitStack AI normalises all date fields to the ISO format before loading into HubSpot, and flags any ambiguous dates (e.g., 01/05/2025) for customer confirmation of the intended locale before committing to the import.

Migration approach

Six steps for a successful OpenCRM to HubSpot data migration

Audit OpenCRM data model and export structure

FlitStack AI pulls a full export of OpenCRM's data using the platform's bulk export tool and API endpoints for contacts, companies, deals, tasks, notes, and attachments. We analyse the export schema against OpenCRM's custom field configuration to identify every active property — standard and custom — and confirm which objects contain data. The audit output is a Data Readiness Report that lists record counts per object, custom field names, pick-list values, and any data anomalies (duplicate emails, missing required fields, orphaned relationships) that need resolution before migration.
Design HubSpot schema and property creation plan

Based on the OpenCRM audit, FlitStack AI delivers a HubSpot property creation checklist: every OpenCRM custom field mapped to a new or existing HubSpot property, with field type, pick-list options, and visibility settings specified. For OpenCRM's pipeline and deal stage structure, we create HubSpot deal pipelines and stage values that mirror OpenCRM's workflow. OpenCRM users are matched to HubSpot users by email and flagged if a match cannot be found. This plan is reviewed and approved before any data is loaded into the HubSpot sandbox.
Run a test migration with field-level diff

A representative sample of OpenCRM records — typically 100–500 spanning contacts, companies, deals, tasks, and a custom-field record — is migrated to a HubSpot sandbox. FlitStack AI generates a field-level diff report showing source value versus destination value for every mapped field. You verify that deal amounts, stage names, custom field values, and activity timestamps match the source OpenCRM records. The diff report is the go/no-go gate for the full migration — any mapping errors are corrected before the production import commits.
Execute full migration with delta-pickup window

The full OpenCRM dataset migrates to the production HubSpot portal. FlitStack AI uses HubSpot's bulk import API and sequences the load so companies land first, then contacts with company lookups resolved, then deals with contact associations and stage mapping. A delta-pickup window of 24–48 hours captures any OpenCRM records modified during the cutover period. After the delta window closes, a final reconciliation report is delivered comparing OpenCRM record counts against HubSpot record counts. One-click rollback is available if the reconciliation reveals critical gaps.

Platform deep dives

Context on both ends of the pair

OpenCRM

Source

Strengths

All features available at every subscription tier with no feature paywalls or upgrade gates.
Per-user flat-rate pricing independent of contact database size.
Bundled consultancy, training, and support services included as standard.
Built on the proven VtigerCRM open-source codebase with over 5 million downloads since 2004.
Web-based deployment with automatic updates and no self-hosting complexity.

Weaknesses

Dated user interface and navigation UX compared to modern CRM competitors.
Limited public API documentation and developer ecosystem.
Small market share with fewer third-party integrations than major platforms.
Reported bugs and performance issues under heavy or complex usage.
Sparse community resources and migration guides available online.

HubSpot

Destination

Strengths

Genuinely useful free CRM tier with no seat limit on contact records.
All-in-one sales engagement layer (sequences, email tracking, calling, dialer) embedded natively in the CRM, eliminating a separate integration.
Intuitive interface and fast onboarding for individual reps, per G2 and Capterra reviews.
Workflow automation triggers across contacts, deals, and tickets with a visual builder.
API coverage for all standard objects including custom objects at Enterprise tier.

Weaknesses

Pricing model is contact-based at the marketing layer — importing all records as marketing contacts can multiply the monthly bill by 4×.
Feature tier cliffs are frequent surprises: sequences, calling, advanced reporting, and quoting are all gated, often requiring plan upgrades mid-implementation.
Mandatory onboarding fees at Professional ($1,500) and Enterprise ($3,500) are not prominently disclosed on the pricing page.
API rate limits are restrictive for bulk migration — burst limits of 100-200 req/10sec and search endpoint limits of 4 req/sec require careful job queuing.
Custom objects, additional pipelines, and advanced forecasting are Enterprise-only, making cost projections difficult for growing teams.

	OpenCRM Source	HubSpot Destination
Strengths	All features available at every subscription tier with no feature paywalls or upgrade gates. Per-user flat-rate pricing independent of contact database size. Bundled consultancy, training, and support services included as standard. Built on the proven VtigerCRM open-source codebase with over 5 million downloads since 2004. Web-based deployment with automatic updates and no self-hosting complexity.	Genuinely useful free CRM tier with no seat limit on contact records. All-in-one sales engagement layer (sequences, email tracking, calling, dialer) embedded natively in the CRM, eliminating a separate integration. Intuitive interface and fast onboarding for individual reps, per G2 and Capterra reviews. Workflow automation triggers across contacts, deals, and tickets with a visual builder. API coverage for all standard objects including custom objects at Enterprise tier.
Weaknesses	Dated user interface and navigation UX compared to modern CRM competitors. Limited public API documentation and developer ecosystem. Small market share with fewer third-party integrations than major platforms. Reported bugs and performance issues under heavy or complex usage. Sparse community resources and migration guides available online.	Pricing model is contact-based at the marketing layer — importing all records as marketing contacts can multiply the monthly bill by 4×. Feature tier cliffs are frequent surprises: sequences, calling, advanced reporting, and quoting are all gated, often requiring plan upgrades mid-implementation. Mandatory onboarding fees at Professional ($1,500) and Enterprise ($3,500) are not prominently disclosed on the pricing page. API rate limits are restrictive for bulk migration — burst limits of 100-200 req/10sec and search endpoint limits of 4 req/sec require careful job queuing. Custom objects, additional pipelines, and advanced forecasting are Enterprise-only, making cost projections difficult for growing teams.

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Migrate from OpenCRM to HubSpot

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

OpenCRM

HubSpot

How OpenCRM objects map to HubSpot

What specifically takes care here

Six steps for a successful OpenCRM to HubSpot data migration

Context on both ends of the pair

How hard is this migration?

Estimate your OpenCRM to HubSpot migration cost

What are you migrating?

Frequently asked questions about OpenCRM to HubSpot data migrations

Can't find your answer?

Related migrations to explore

Move from OpenCRM.
Land in HubSpot, intact.

Migrate from OpenCRM to HubSpot

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

OpenCRM

HubSpot

How OpenCRM objects map to HubSpot

What specifically takes care here

Six steps for a successful OpenCRM to HubSpot data migration

Context on both ends of the pair

How hard is this migration?

Estimate your OpenCRM to HubSpot migration cost

Frequently asked questions about OpenCRM to HubSpot data migrations

Can't find your answer?

How long does an OpenCRM to HubSpot migration take?

Will my OpenCRM workflows migrate to HubSpot?

What happens to OpenCRM custom fields in HubSpot?

Can I migrate OpenCRM deals and pipeline history to HubSpot?

Does the migration affect my OpenCRM account during cutover?

How does OpenCRM's file attachment handling compare to HubSpot's?

What happens to OpenCRM tasks and activity history in HubSpot?

How does HubSpot's contact-count billing model affect my migrated data?

Related migrations to explore

Move from OpenCRM. Land in HubSpot, intact.

Move from OpenCRM.
Land in HubSpot, intact.