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.
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.
Comprehensive PEO Data Coverage.
Every ClientSpace data point mapped to its perfect HubSpot equivalent.
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.
The SuprSwitch Transformation Workflow.
A four-stage process designed for zero downtime and maximum precision.
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.
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