IMPLEMENTATION & MIGRATION
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Cliniko CRM
HubSpot
Migrate Cliniko Patients and Clinical Data to HubSpot
Modernize your practice by moving patient records and appointment history through our proprietary transformation layer. SuprSwitch ensures your clinical data is mapped perfectly into HubSpot without manual export risks.
100%
Record Fidelity
72 hrs
Avg. Migration
Enterprise
Data Security
"What happens to my Cliniko Treatment Notes during the move?"
Our proprietary transformation layer converts clinical notes into HubSpot Timeline Events or secure Custom Objects, preserving every medical observation.
"Can we preserve the link between Patients and their Practitioners?"
Yes, SuprSwitch uses native schema mapping to maintain practitioner associations, ensuring your HubSpot Contact Owners reflect your Cliniko clinical staff.
"Will our historical Appointment data be searchable in HubSpot?"
Absolutely. Our in-house engine extracts your entire booking history and maps it to HubSpot Meetings, making patient attendance history fully actionable.
Why SuprSwitch
The Secure Path to HubSpot Growth
Why settle for messy CSV imports when you can have a structured healthcare data transition?
Clinical Continuity
Maintain critical healthcare context by migrating patient alerts and medical history into dedicated HubSpot properties.
Automated Retention
Our direct data extraction handles complex Cliniko Recalls and transforms them into automated HubSpot Sequences.
Record De-duplication
Eliminate duplicate patient files using our proprietary transformation layer's advanced matching logic before data enters HubSpot.
HIPAA-Ready Approach
Your patient PII remains protected within our in-house engine, specifically designed for sensitive healthcare data movements.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Precision Mapping for Medical Records
We ensure every Cliniko-specific entity is correctly translated into the HubSpot ecosystem.
Patients
All records
Patients
Contacts
💡 Maps all demographic data, marketing preferences, and health identifiers directly to Contacts.
Appointments
All records
Appointments
Meetings
💡 Converts historical and future bookings into Meetings with status-based property mapping.
Treatment Notes
All records
Treatment Notes
Timeline Events
💡 Extracts clinical text into secure, searchable HubSpot Timeline Events to maintain medical context.
Invoices
All records
Invoices
Deals
💡 Transforms financial records into Deals, enabling deep LTV reporting and revenue forecasting.
Referrers
All records
Referrers
Companies
💡 Maps professional contacts and referring clinics as associated Company records for B2B tracking.
Recalls
All records
Recalls
Tasks
💡 Migrates follow-up reminders as Tasks or custom lifecycle stages to trigger HubSpot workflows.
Under the Hood
Engineered for Healthcare Migration
Our proprietary transformation layer goes beyond simple data movement to ensure clinical integrity.
Direct Extraction
In-House EngineWe don't use generic tools. Our proprietary transformation layer is custom-built to understand Cliniko's unique data structure.
Relational Integrity
Schema AlignmentOur native schema mapping ensures that complex relational data, like patient-practitioner links, stays intact.
Zero-Loss Protocol
Field ValidationEvery record is validated by our engine to ensure no data loss occurs during the clinical-to-marketing transition.
Segmentation Logic
Custom LogicWe apply specific transformation rules to convert Cliniko's 'Patient Groups' into HubSpot 'Static Lists'.
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 Migration Workflow
A structured, secure process to move your clinic from Cliniko to HubSpot.
1
Schema Discovery
Our team audits your Cliniko custom fields and Treatment Note structures to build a custom mapping blueprint.
Phase 1
2
Data Extraction
Using our proprietary transformation layer, we extract and sanitize your patient data in a secure environment.
Phase 2
3
Active Migration
Records are mapped and pushed into HubSpot using our in-house engine, ensuring all associations are preserved.
Phase 3
4
Quality Audit
Final validation of patient records, appointment history, and financial data to ensure 100% accuracy.
Phase 4
Proprietary transformation layer ensures clinic-specific data formats are properly converted for HubSpot.
Native schema mapping prevents the 'orphaned record' problem common in DIY migrations.
Direct data extraction minimizes security risks by reducing the number of data touchpoints.
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
Clinical
Can we migrate Treatment Notes and Clinical Observations?
Yes. Our proprietary transformation layer is designed to map Cliniko Treatment Notes into secure custom properties or timeline events, keeping clinical records accessible within HubSpot.
Security
Is the migration secure for sensitive patient data?
SuprSwitch uses a proprietary in-house engine that performs direct data extraction and encryption, ensuring patient PII is handled according to healthcare security standards.
Financial
How do you handle Cliniko Invoice data?
We map Cliniko Invoices to HubSpot Deals, including the associated line items and payment statuses, for full financial visibility.
Selection
Can we choose to only migrate active patients?
Absolutely. Our native schema mapping allows us to filter records based on patient status, location, or Cliniko tags before the migration begins.
Automation
What happens to my patient Recalls?
Cliniko Recalls are typically mapped to HubSpot Tasks or custom properties that can trigger automated re-engagement workflows and email sequences.