Anybody knows a go-to method for migrating data from buildertrend to hubspot? It seems a bit tricky and I can’t find it in the marketplace. I want to migrate their data and activities. Any suggestions?
Hi @aelrefai
Thank you for reaching out to the Community!
I’d like to invite some community members who are subject matter experts to join this conversation.
@himanshurauthan @Lucila-Andimol @karstenkoehler - Would you be able to share any insights on this? Your expertise would be greatly appreciated.
Best,
Victor
Hi @aelrefai
I’m looping in some other community members for additional expertise, as this issue remains unresolved.
@ArisudanTiwari @franksteiner79 @GiantFocal , we’ve seen your helpful contributions on similar topics and were hoping you might be able to share your insights here. Any guidance you can provide would be much appreciated.
Thank you, Victor
Thank @Victor_Becerra for tagging.
Hello @aelrefai , can you confirm which specific data you want to migrate from BuilderTrend to HubSpot?
If you only need contacts, deals, companies, or basic notes, a simple CSV import will work. If you need the complete activity history, such as email logs or detailed records, an API or custom migration solution is the way to go. Right now, there is no direct method for full data migration. Even with an API, we’ll need to check which data fields we can actually extract from BuilderTrend and bring into HubSpot.
I’m happy to connect if you want to discuss API or custom migration options.
Hi @aelrefai
Yes, Buildertrend doesn’t have a native HubSpot connector or app, so there’s no out-of-the-box migration path. The most reliable method depends on how deep your data goes.
If you only need core records, contacts, companies, deals, and maybe notes, you can export from Buildertrend (CSV or Excel) and import directly into HubSpot using its native importer. That covers most structured CRM-type data. (Import records for multiple objects )
If you also need historical activities (emails, tasks, logs, files), those aren’t importable through CSV. You’d have to use the Buildertrend API to extract those objects and push them into HubSpot through its CRM and Engagements APIs (Accounts Dashboard | HubSpot )
It usually takes a short custom script or middleware layer to translate Buildertrend’s data model into HubSpot’s.
Before you start, it helps to list the Buildertrend modules you actually want to preserve (Projects, Leads, Estimates, etc.) since some fields won’t have an exact HubSpot match. Hope this gives you a clear direction.