IMPLEMENTATION & MIGRATION
.webp?width=130&height=24&name=SuprConfig%20(2).webp){kind=small}
Book a migration call
ClientSpace CRM
HubSpot
ClientSpace to HubSpot: Seamless PEO Data Transformation.
Migrate your complex PEO workflows and client service agreements from ClientSpace to HubSpot with our proprietary transformation layer. Ensure your risk management and underwriting data remains intact without the manual export headache.
99.90%
Field Fidelity
< 48 hrs
Migration Speed
100%
Link Preservation
"How do you handle ClientSpace's proprietary Dataforms?"
Our in-house engine extracts Dataform structures and maps them directly to HubSpot Custom Objects, maintaining your specific PEO underwriting fields.
"Will our Client Service Agreements (CSAs) be lost during the move?"
No, SuprSwitch's proprietary transformation layer identifies CSA records and associated milestones, re-linking them to HubSpot Deals automatically.
"What about the hierarchical Workspace relationships?"
Our native schema mapping preserves the parent-child relationships between Workspaces and Business Units, recreating the structure within HubSpot's hierarchy.
Why SuprSwitch
Beyond Basic Data Porting.
Why PEO leaders trust our proprietary transformation layer over generic import tools.
Preserved Workspaces
We map ClientSpace Workspaces directly to HubSpot Accounts, ensuring your service teams never lose context.
Dataform Integrity
Unlike CSV imports, our engine handles the complex nested Dataforms unique to ClientSpace underwriting.
Relationship Mapping
Automatically link Contacts to multiple Business Units and Workspaces with zero manual data entry.
Document Sync
Migration of attached contracts and risk assessments directly into HubSpot's document storage.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Comprehensive PEO Data Coverage.
Every ClientSpace data point mapped to its perfect HubSpot equivalent.
Organizations
All records
Organizations
Companies
💡 Maps PEO-specific FEIN and SIC codes to HubSpot Company properties.
Contacts
All records
Contacts
Contacts
💡 Retains relationship roles and communication preferences across the PEO lifecycle.
Projects
All records
Projects
Deals
💡 Transforms implementation and onboarding projects into HubSpot pipeline stages.
Dataforms
All records
Dataforms
Custom Objects
💡 Converts underwriting and risk assessment forms into structured custom objects.
Tasks/Notes
All records
Tasks/Notes
Activities
💡 Full migration of historical interaction logs and service notes.
Workspaces
All records
Workspaces
Associations
💡 Maps the complex Workspace-to-Project hierarchy into HubSpot's object associations.
Under the Hood
Engineered for PEO Complexity.
Our in-house engine bypasses the limits of standard import tools.
Native Schema Mapping
Schema MappingWe analyze your specific ClientSpace schema to ensure every custom field is accounted for before the move.
Direct Data Extraction
Direct ExtractionSuprSwitch pulls directly from your ClientSpace instance, avoiding the data loss common in multi-step exports.
Automated Deduplication
Clean DataOur proprietary layer identifies duplicate Business Units and merges them during the transformation phase.
Underwriting Logic
Risk ReadySpecial handling for workers' comp and risk management data fields to ensure compliance reporting.
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
The SuprSwitch Transformation Workflow.
A four-stage process designed for zero downtime and maximum precision.
1
Environment Discovery
Our engine scans your ClientSpace Workspaces and Dataforms to build a custom migration map.
Day 1
2
Schema Alignment
We configure the native schema mapping to align PEO-specific objects with HubSpot's objects.
Day 2
3
Proprietary Transformation
The SuprSwitch engine executes the direct data extraction and loads it into HubSpot.
Day 3-4
4
Final Validation
Comprehensive verification of data integrity, including all custom associations and file attachments.
Day 5
Advanced PEO field mapping logic for Workers' Comp and Payroll data.
Proprietary handling of ClientSpace Workspace hierarchies.
Direct file-to-attachment migration for CSA documents.
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
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
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.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
FAQs
Common Questions About Migration
Data
How do you handle ClientSpace's PEO-specific Underwriting data?
Our engine maps Underwriting Dataforms to HubSpot Custom Objects, ensuring all risk data is preserved and reportable.
Workflow
Can we migrate historical Sales and Implementation Projects?
Yes, SuprSwitch transforms ClientSpace Projects into HubSpot Deals, retaining all historical milestones and activity logs.
Documents
What happens to our Client Service Agreements (CSAs)?
CSAs are extracted and linked to the corresponding HubSpot Company records as either properties or custom objects.
Security
Is the migration process secure for sensitive PEO data?
Absolutely. SuprSwitch uses a proprietary transformation layer that ensures data remains encrypted and isolated throughout the extraction.
Mapping
Does SuprSwitch handle multiple Workspaces per client?
Yes, our native schema mapping intelligently collapses or expands Workspace data into HubSpot's Company hierarchies.