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SuperSwitch
Cliniko CRM ✓ HubSpot Migration
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.

Migrate Your Clinic Now Request Data Audit ↓
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.
📸

Pre-Migration Data Preview

Before we touch anything, SuprSwitch generates a full data inventory of your account: record counts per object, custom field list, pipeline structure, and owner mapping. You approve the field map before the migration runs.

Under the Hood

Engineered for Healthcare Migration

Our proprietary transformation layer goes beyond simple data movement to ensure clinical integrity.

Direct Extraction

In-House Engine

We don't use generic tools. Our proprietary transformation layer is custom-built to understand Cliniko's unique data structure.

Relational Integrity

Schema Alignment

Our native schema mapping ensures that complex relational data, like patient-practitioner links, stays intact.

Zero-Loss Protocol

Field Validation

Every record is validated by our engine to ensure no data loss occurs during the clinical-to-marketing transition.

Segmentation Logic

Custom Logic

We 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.

RevOps Expert RevOps Expert RevOps Expert

Dedicated RevOps Engineer included with every migration.

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

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Access to all supported CRMs

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Free Sample migrations

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Real-time Preview

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Migration Analytics Report

Guided Migration

$999

Starting price, varies on volume.

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Everything in Self-Service +

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Selective Data Migration

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Expert Migration Guidance

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Data Mapping Support

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Data Quality Management

Custom Migration

$Talk to us

Custom quotes for complex migrations.

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Group

Everything in Guided Migration +

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Complex Field Transformations

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Industry-Specific Customizations

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Legacy System Integration

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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.

Ready to move your team off HubSpot?

Start with a free sample migration — see your actual HubSpot data in HubSpot before you commit.

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