IMPLEMENTATION & MIGRATION
Jane App CRM
HubSpot
Seamlessly Migrate Jane App Records to HubSpot
Modernize your practice by moving patient profiles and clinical history into HubSpot's powerful CRM. Our proprietary transformation layer handles complex healthcare data schemas without the risks of manual exports.
100%
Schema Accuracy
< 72 hrs
Average Migration
Zero Loss
Data Integrity
"What happens to our clinical chart entries and SOAP notes?"
SuprSwitch's in-house engine extracts rich-text chart data from Jane App and transforms it into structured HubSpot Timeline Events for easy reference.
"Will our custom intake forms be preserved during the move?"
Yes, our native schema mapping flattens Jane App's nested intake responses into specific HubSpot Custom Properties for precise patient segmentation.
"Can we maintain the link between practitioners and patients?"
Absolutely. Our direct data extraction maintains relational integrity, automatically assigning HubSpot Contact Owners based on Jane's practitioner-patient links.
Why SuprSwitch
Why Medical Practices Trust SuprSwitch Over Manual Imports
Generic CSV tools fail to capture the complexity of patient management. We provide a surgical migration experience designed for Jane App users.
Clinical-Grade Security
Our proprietary transformation layer respects the sensitive nature of health data, ensuring clinical notes remain secure and intact.
Automated Object Mapping
Forget formatting headaches; our in-house engine maps Jane App's specific appointment types directly to HubSpot Meeting objects.
Data Deduplication
We don't just move data; we optimize it. SuprSwitch cleanses duplicate patient records during the extraction phase for a cleaner HubSpot instance.
High-Volume Throughput
Migrate your entire practice history, including past billing cycles and patient interactions, without hitting platform rate limits.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Full-Spectrum Patient Data Coverage
We ensure every data point from your Jane App environment finds its logical home in HubSpot.
Patient Profiles
All records
Patient Profiles
Contacts
💡 Includes all demographics, contact tags, and emergency contact details.
Chart Entries
All records
Chart Entries
Timeline Events
💡 SOAP notes and clinical observations are mapped to searchable timeline events.
Appointments
All records
Appointments
Meetings
💡 Past and future bookings are synced with clinic location and duration markers.
Intake Forms
All records
Intake Forms
Custom Properties
💡 Individual form fields are converted into dedicated HubSpot properties.
Invoices
All records
Invoices
Deals
💡 Billing history and transaction totals are mapped to track patient LTV.
Practitioners
All records
Practitioners
Owners
💡 Staff records are mapped to ensure correct record ownership and permissions.
Under the Hood
The SuprSwitch Transformation Advantage
Our proprietary technology stack eliminates the friction of traditional data migration.
Direct Schema Translation
Native MappingOur engine understands Jane App's unique JSON structures, allowing for native schema mapping without third-party middle-ware.
In-house Extraction Engine
Zero LatencyDirect data extraction bypasses slow front-end exports, moving thousands of patient records in minutes, not days.
Formatting Preservation
Rich TextMaintains the formatting of clinical charts so your practitioners don't lose context after the switch to HubSpot.
Validation Layer
Intelligent AuditEvery record is validated against a 50-point checklist before final injection into the HubSpot production environment.
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 Four-Step Path to HubSpot Growth
Our streamlined process ensures your clinic stays operational throughout the migration.
1
Clinic Audit
We perform a deep audit of your Jane App environment, identifying custom charts and patient tags.
Day 1
2
Logic Configuration
Our transformation layer is configured to map your specific intake fields to HubSpot properties.
Day 2
3
Data Execution
The in-house engine executes the extraction and injection, maintaining all practitioner-patient links.
Day 3
4
Quality Assurance
Final validation of chart notes and appointment history to ensure 100% data fidelity.
Day 4
Encrypted direct extraction protocols for maximum patient privacy.
Intelligent relational mapping between patients, clinical notes, and practitioners.
Scalable throughput designed for clinics with over 50,000 patient records.
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.
FAQs
Common Questions About Migration
Formatting
Will my patient's clinical notes look the same in HubSpot?
We use a proprietary transformation layer that transcodes Jane App's clinical notes into HubSpot Timeline Events, ensuring they are searchable and readable within the CRM.
Customization
Can we migrate data from our custom intake forms?
Yes, our native schema mapping flattens complex, multi-field intake forms into individual HubSpot properties, allowing you to use that data for marketing and automation.
Assignment
How is practitioner ownership handled?
Absolutely. We perform direct data extraction of practitioner IDs to ensure every contact and appointment in HubSpot is assigned to the correct staff member.
Capacity
Is there a limit to how much historical data I can move?
Unlike CSV exports that often strip metadata, our in-house engine captures the full history including cancelled appointments, past invoices, and archival chart notes.
Timeline
How long will the clinical staff be without access to historical data?
While we handle the heavy lifting, we typically recommend a 3-4 day window to allow for comprehensive audit and quality assurance phases.