Batchbook CRM ✓ HubSpot Migration

Batchbook CRM

HubSpot

Migrate Batchbook to HubSpot without losing a single SuperTag.

Move your legacy Batchbook database into HubSpot using our proprietary transformation layer. SuprSwitch handles the heavy lifting of mapping complex social data and nested communication histories into a modern HubSpot environment.

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100%

Data Fidelity

< 24 hrs

Migration Window

99.90%

Mapping Accuracy

"What happens to my legacy Batchbook SuperTags during the transition?"

Our proprietary transformation layer automatically converts SuperTags into native HubSpot custom properties, maintaining your segmentation logic perfectly.

"Can we preserve the social profile links stored in Batchbook's Persons records?"

Yes, our direct data extraction engine identifies social URL fields and maps them directly to corresponding HubSpot social contact properties.

"Will our historical 'Communications' logs transfer to the HubSpot Timeline?"

Absolutely; SuprSwitch transforms Batchbook's communication history into HubSpot Engagements, ensuring your team sees every past interaction.

Why SuprSwitch

Superior to CSV Exports and Manual Imports.

Generic import tools fail to capture the complex relationships between Batchbook's Persons, Companies, and SuperTags. SuprSwitch offers a deeper, more intelligent transition.

🔗

Preserved Associations

Our in-house engine preserves the many-to-one relationships between Batchbook Persons and their multiple Company associations.

🧹

Data Sanitization

We don't just move data; we clean it. SuprSwitch normalizes Batchbook's flexible tagging into structured HubSpot Picklists.

🛡️

Enterprise Security

Migration happens within our secure, proprietary environment, ensuring your legacy contact data never touches a third-party server.

📈

Pipeline Continuity

Our transformation layer handles the complex mapping of Batchbook Deals to HubSpot Pipelines, including custom deal stage alignment.

Trusted by 200+ sales-led teams who migrated off

Data Coverage

Complete Data Coverage.

Our native schema mapping ensures every corner of your Batchbook instance is accounted for in HubSpot.

👤 Persons

All records

Persons

Contacts

💡 Maps names, social handles, and personal contact info to HubSpot Contacts.

🏢 Companies

All records

Companies

💡 Maintains corporate hierarchy and associated primary contact links.

🏷️ SuperTags

All records

SuperTags

Custom Properties

💡 Nested tags are extracted and flattened into structured HubSpot Properties.

💰 Deals

All records

Deals

💡 Transfers deal value, close dates, and owner assignments to HubSpot Deals.

💬 Communications

All records

Communications

Engagements

💡 Legacy emails and phone logs are mapped to the Activity Timeline.

📝 Notes

All records

Notes

💡 Rich text notes from Batchbook records are pinned to HubSpot records.

Under the Hood

The SuprSwitch Advantage.

Why our proprietary transformation layer is the industry standard for Batchbook-to-HubSpot migrations.

Schema Intelligence

Native Mapping

Our transformation layer understands the unique architectural differences between Batchbook's tag-based system and HubSpot's property-based system.

Lossless Extraction

Direct Extraction

We utilize direct data extraction to pull every row of legacy data, bypassing the limitations of standard bulk export tools.

Performance Tier

In-house Engine

Our proprietary processing engine handles the heavy data transformation on our dedicated infrastructure for maximum speed.

Integrity Audit

Validation Layer

Automated post-migration checks ensure that every record in HubSpot matches the source data in Batchbook perfectly.

100% Data Fidelity Guarantee

We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.

30-Day Post-Migration Support

A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.

SOC 2 Compliant Process

Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.

Migration Architecture

A Streamlined Four-Step Move.

We follow a rigorous, proprietary process to ensure your HubSpot instance is ready for your team on day one.

Source Extraction

We perform a direct data extraction of your Batchbook database, including all Persons, Companies, and SuperTags.

Day 1

Schema Alignment

Our transformation layer maps your SuperTags to HubSpot custom properties and aligns deal stages.

Day 2

Data Transfer

The SuprSwitch engine executes the migration, populating HubSpot while maintaining all record associations.

Day 2-3

Final Validation

A final integrity audit is performed to ensure all historical communications and notes are visible in the HubSpot Timeline.

Day 3

👯

Proprietary deduplication logic prevents redundant records during the HubSpot ingestion phase.

🔄

Automated field-type conversion (e.g., text to dropdown) based on SuperTag content analysis.

🔗

Deep-link preservation ensuring that internal record references remains functional in the new system.

The Human Element

Beyond Automation: In-House RevOps Experts

Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.

We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.

What our experts handle manually:

Complex Workflows & Automations

Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.

Restricted Activity History

Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.

Custom Object Architecture

When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.

Choose the Migration Plan That Fits Your Business

Whether you want complete control or expert guidance, we’ve got you covered.

Self-Service

$499

Starting price, up to 50,000 records

Get started

Access to all supported CRMs

Free Sample migrations

Real-time Preview

Migration Analytics Report

Guided Migration

$999

Starting price, varies on volume.

Get a quote

Everything in Self-Service +

Selective Data Migration

Expert Migration Guidance

Data Mapping Support

Data Quality Management

Custom Migration

$Talk to us

Custom quotes for complex migrations.

Get a quote

Everything in Guided Migration +

Complex Field Transformations

Industry-Specific Customizations

Legacy System Integration

Complex Data Filtering

FAQs

Common Questions About Migration

Data Will our custom Batchbook SuperTags be lost in the move?

Yes. Our proprietary transformation layer is specifically designed to handle SuperTags. We analyze the values within your tags and can either map them to a single HubSpot property or create multiple properties depending on your business needs.

History Can you migrate our legacy email and call history?

SuprSwitch extracts all historical data stored in the Batchbook 'Communications' module. This includes email headers, dates, and body text, which are then placed chronologically in the HubSpot record timeline.

Timeline How long does a typical migration take?

Unlike generic migration tools that can take weeks, the SuprSwitch in-house engine typically completes the entire transformation and transfer process for most Batchbook databases in under 48 hours.

Mapping Does SuprSwitch maintain the links between Persons and Companies?

Yes. We utilize a native schema mapping process that ensures that if a Person was linked to three different Companies in Batchbook, those associations are mirrored exactly in HubSpot.

Security Is my legacy CRM data secure during the migration?

We use a direct data extraction method on our proprietary, encrypted servers. Your data is never sold or accessed by third-party apps, providing a significantly higher level of security than public middleware.