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SuperSwitch
Planhat ✓ HubSpot Migration
Planhat
HubSpot

Migrate from Planhat to HubSpot with our transformation layer

Move your customer success intelligence and revenue data into HubSpot without losing historical context. Our in-house engine handles the complex mapping of Planhat Assets and Health Scores into native HubSpot properties automatically.

Start your Planhat-to-HubSpot migration Talk to a migration expert ↓
72 Hours
Avg. Migration
100%
Schema Fidelity
< 1s
Data Latency
"How are Planhat Health Scores handled during the move?"
SuprSwitch's proprietary transformation layer calculates your historical Planhat health metrics and maps them to custom numeric properties in HubSpot for immediate workflow triggering.
"Can we preserve the 'Asset' and 'Project' hierarchies?"
Yes, our native schema mapping preserves the nested relationships between Companies, Assets, and Projects, recreating them as HubSpot Custom Objects or associated Deals.
"What happens to historical usage data and time-series metrics?"
Our direct data extraction process captures granular usage logs and flattens them into HubSpot-readable timeline events or aggregate properties.
Why SuprSwitch

Superior CS-to-CRM Data Mobility

Manual exports from Planhat lose the intricate relationship mapping that makes your data valuable. SuprSwitch maintains every connection.

🔄

Architectural Alignment

Don't just move data; restructure it. Our engine converts Planhat's flat file structures into HubSpot's relational Hub-based architecture.

📂

Context Preservation

Preserve every interaction from Planhat Conversations and Notes, ensuring your HubSpot Sales and Service Hubs have the full customer story.

🛡️

Direct Extraction

Skip the CSV hell. Our direct data extraction pulls directly from Planhat’s data core, eliminating the risk of character encoding errors or truncated fields.

⚡

Automated Tagging

Automatically convert Planhat's unique 'Person' roles and 'Company' tags into HubSpot Lifecycle Stages and Persona properties.

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

Complete Schema Coverage

We map every Planhat object to its most effective HubSpot counterpart, ensuring your RevOps team never misses a beat.

🏢 Companies
All records
Companies
Companies
💡 Maintains parent-child hierarchies and specific CSM assignments.
👤 Persons
All records
Persons
Contacts
💡 Maps Planhat end-user roles to HubSpot Contact personas.
🤝 Deals
All records
Deals
Deals
💡 Transfers renewal dates, ARR, and expansion probabilities into Pipelines.
🏗️ Projects
All records
Projects
Tickets/Tasks
💡 Recreates onboarding workflows as HubSpot Ticket pipelines or Projects.
📦 Assets
All records
Assets
Custom Objects
💡 Complex license data is transformed into HubSpot Custom Objects.
📝 Notes & Conversations
All records
Notes & Conversations
Engagements
💡 Historical success interactions are threaded as Engagements.
📸

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 bypasses standard middleware limitations to deliver a deeper, cleaner migration.

Native Schema Mapping

Schema Logic

Our native schema mapping engine analyzes your Planhat data model to predict the optimal HubSpot property types.

Deep-Core Extraction

Extraction Engine

SuprSwitch uses direct data extraction to pull raw table data, ensuring hidden metadata is never left behind.

The Transformation Layer

Data Integrity

A proprietary transformation layer scrubs and validates data in transit to match HubSpot's strict validation rules.

Isolated Engine

Security First

Data is processed through an isolated in-house engine, ensuring no third-party exposure during the migration.

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 Approach to Migration

From initial discovery to the final HubSpot injection, our process is rigorous and automated.

1
Source Discovery
Our in-house engine performs a deep scan of your Planhat environment to identify custom fields and usage patterns.
Day 1
2
Logic Simulation
The proprietary transformation layer builds a digital twin of your data to test mapping logic without affecting live records.
Day 2
3
Active Migration
Direct data extraction begins, streaming Planhat records into our mapping engine for HubSpot alignment.
Day 3
4
Fidelity Audit
Final validation of associations and record counts to ensure 100% fidelity across all Hubs.
Day 4
🧹

Real-time deduplication of Contacts and Companies using our proprietary matching algorithms.

⏳

Preservation of original 'Created Date' and 'Last Modified' timestamps across all migrated objects.

📊

Automated conversion of Planhat 'NPS' and 'CSAT' results into HubSpot Feedback submissions.

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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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

Capabilities Can you migrate the usage data we currently track in Planhat?
Yes, SuprSwitch's transformation layer handles the heavy lifting of extracting time-series usage data and aggregating it into HubSpot properties for churn prediction.
Customization What happens to our custom Planhat objects?
Absolutely. Our native schema mapping identifies custom objects in Planhat (like Licenses or Assets) and recreates them as Custom Objects in HubSpot Enterprise.
Technical How does SuprSwitch differ from a standard CSV import?
Unlike generic tools, SuprSwitch uses an in-house engine that handles complex relationship mapping, ensuring that a 'Person' in Planhat remains linked to their 'Project' and 'Company' in HubSpot.
Operations Is there any downtime for my team during the migration?
None. Our direct data extraction operates independently of your live Planhat instance, meaning your CS team can work without interruption until the final cutover.
Security How secure is the SuprSwitch migration process?
We maintain a high-security environment using our proprietary transformation layer, which ensures data is never stored longer than necessary and is handled with military-grade encryption.

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