Healthie CRM ✓ HubSpot Migration
Healthie CRM
HubSpot

Migrate Healthie Clinical Data to HubSpot Growth Tools

Transition your clinical practice management data into HubSpot's ecosystem using our proprietary transformation layer. We move complex Healthie schemas into HubSpot records without losing a single chart note or patient association.

100%
Mapping Accuracy
90k rec/hr
Sync Velocity
SOC2-Ready
Security Standard
"Will my Healthie Custom Intake Forms transfer correctly?"
SuprSwitch's in-house engine extracts intake form responses and maps them directly to HubSpot Custom Properties for instant lead qualification.
"What happens to the clinical Chart Notes?"
Our proprietary transformation layer converts Healthie chart entries into HubSpot Engagement notes, keeping clinical context visible to your growth team.
"Can we preserve Patient-to-Provider associations?"
Yes, SuprSwitch uses native schema mapping to link HubSpot Contacts with the correct HubSpot Owners based on your Healthie Provider assignments.
Why SuprSwitch

Why Clinical Teams Trust SuprSwitch Over Manual Imports

Generic CSV exports often break the complex relationships between patient records, billing, and appointments. SuprSwitch solves this with specialized logic.

🛡️

Direct Data Extraction

Our in-house engine eliminates the need for manual CSV manipulation, preserving data types and field dependencies automatically.

🔄

Native Schema Mapping

We don't just move data; we translate it. Healthie's wellness-focused schema is optimized for HubSpot's sales and marketing hubs.

Industrial Strength

Our proprietary transformation layer handles massive datasets that would cause standard browser-based imports to fail or timeout.

🔐

Clinical-Grade Privacy

Patient privacy is paramount. Data is processed through our secure, siloed transformation layer with end-to-end encryption.

Trusted by 200+ sales-led teams who migrated off
Data Coverage

Complete Healthie-to-HubSpot Data Coverage

Every piece of your clinical practice data has a specific home in HubSpot's CRM object model.

👤 Patients (Clients)
All records
Patients (Clients)
Contacts
💡 Maps all demographic data, tags, and insurance identifiers to standard Contact objects.
📅 Appointments
All records
Appointments
Meetings/Engagements
💡 Converts past and future sessions into activity timeline events and calendar meetings.
💰 Packages & Programs
All records
Packages & Programs
Deals
💡 Enrollment status and bundle purchases are transformed into pipeline stages for revenue tracking.
📝 Intake Responses
All records
Intake Responses
Custom Properties
💡 Nested form data is flattened into searchable custom properties for advanced segmentation.
👩‍⚕️ Providers
All records
Providers
Owners
💡 Healthie staff accounts are mapped to HubSpot Users to maintain record ownership integrity.
📊 Invoices/Payments
All records
Invoices/Payments
Line Items/Records
💡 Financial history is linked to Contacts to enable ROI reporting and lifetime value analysis.
📸

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

The SuprSwitch Transformation Layer

Our proprietary technology handles the heavy lifting of healthcare data conversion.

Relational Integrity Engine

Schema Logic

Automatically identifies and maps many-to-one relationships between patients and multi-provider clinics.

Automated Normalization

Clean Data

Our in-house engine sanitizes phone numbers, normalizes addresses, and deduplicates patient records during extraction.

Rapid Extraction Protocol

High Volume

Bypasses standard rate limitations to move thousands of records in minutes rather than days.

Pre-flight Validation

Error Proof

Continuously validates HubSpot property types against Healthie source data to prevent sync failures.

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 Scientific Migration Process

How we move your clinic's digital brain from Healthie to HubSpot.

1
Source Profiling
Our transformation layer profiles your Healthie instance to identify custom fields and active patient volumes.
Day 1
2
Mapping Alignment
We apply native schema mapping to align Healthie appointments and intake forms with HubSpot properties.
Day 2
3
Engine Execution
The proprietary engine executes the direct data extraction, moving your records securely into HubSpot.
Day 2-3
4
Integrity Audit
Final validation of associations, owner assignments, and data fidelity within your new HubSpot portal.
Day 3
🛡️

Encrypted direct extraction paths ensure no data exposure during the transformation process.

🕸️

Maintains the complex 'Patient -> Appointment -> Chart Note' hierarchy within HubSpot's association engine.

⚙️

Custom logic for handling Healthie-specific data types like 'Credits' and 'Program Status'.

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

Custom Migration

$Talk to us

Custom quotes for complex migrations.

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

Security Is the migration HIPAA-compliant?
We use a proprietary transformation layer that handles the data conversion in a secure, siloed environment, ensuring HIPAA compliance standards are maintained during the move.
Data Can you migrate our custom intake form data?
Yes, SuprSwitch identifies custom fields in your Healthie intake forms and creates corresponding custom properties in HubSpot automatically.
Mapping What happens to the Chart Notes in HubSpot?
We map chart notes as 'Notes' or 'Engagements' on the HubSpot Contact timeline, preserving the timestamp and the provider who created the note.
Scale Is there a limit to the number of patients we can migrate?
Our engine is designed to handle large healthcare databases. We have successfully moved clinics with over 100,000 patient records without performance degradation.
Cleanup How do you handle duplicate patient records?
SuprSwitch's in-house engine uses a conflict resolution layer that scans for duplicate email addresses and names to ensure a clean HubSpot database.

Ready to move your team off HubSpot?

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

Try Free Sample Migration