SimplePractice CRM ✓ HubSpot Migration
SimplePractice CRM
HubSpot

Migrate from SimplePractice to HubSpot seamlessly

Unlock sophisticated growth marketing by moving your clinical practice data into the HubSpot ecosystem. Our proprietary transformation layer preserves complex client relationships and clinical histories while eliminating the manual export headache.

100%
Data Fidelity
< 72hrs
Migration Speed
Unlimited
Record Volume
"Can my clinical session notes be preserved in HubSpot?"
Yes, SuprSwitch uses direct data extraction to move SimplePractice session notes into HubSpot Timeline Events, maintaining chronological client histories for your team.
"How are primary insurance holders and dependents handled?"
Our proprietary transformation layer identifies SimplePractice family links and recreates them using HubSpot's association labels, keeping household data unified.
"Will my custom intake forms and demographic fields migrate?"
SuprSwitch's native schema mapping automatically detects your custom SimplePractice fields and creates corresponding properties within HubSpot's Contact objects.
Why SuprSwitch

Better than a simple CSV export

Generic imports fail to capture the nuances of a private practice. SuprSwitch is built to handle the complex data structures of SimplePractice.

🛡️

Preserve Data Integrity

Retain the relationship between Client Profiles and their Administrative Notes without losing the timestamp data.

📈

Marketing Attribution

Automatically convert SimplePractice Referral Sources into HubSpot Lead Source properties for accurate ROI tracking.

Automated Deduplication

Our in-house engine handles the heavy lifting, preventing the data duplication common in manual SimplePractice exports.

📋

Complex Object Mapping

Keep insurance provider details and billing history organized within HubSpot custom property groups for clear visibility.

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

Full Data Coverage Migration

Every element of your practice management is mapped to its equivalent in HubSpot's growth suite.

👥 Clients & Contacts
All records
Clients & Contacts
HubSpot Contacts
💡 Maps demographic data, contact preferences, and emergency contact details.
📅 Appointments
All records
Appointments
Meetings & Engagements
💡 Converts past and future sessions into synced calendar events and activities.
💰 Billing Records
All records
Billing Records
Deals & Invoices
💡 Invoices and payment statuses are mapped to custom objects or deal properties.
📝 Administrative Notes
All records
Administrative Notes
Timeline Events
💡 Non-clinical admin logs are converted to chronological timeline activities.
🏥 Insurance Info
All records
Insurance Info
Custom Properties
💡 Provider names and policy numbers are stored in custom property groups.
📎 Referral Sources
All records
Referral Sources
Associations
💡 Maintains the link between the referrer and the client for partner tracking.
📸

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

Technical Precision without the API Limits

Our proprietary transformation layer bypasses traditional integration hurdles to ensure a perfect migration.

Direct Schema Extraction

Native Mapping

Our engine understands the specific data types used by SimplePractice, ensuring zero data loss during the conversion to HubSpot properties.

Automated Transformation

Data Cleaning

We automatically sanitize phone numbers, addresses, and email fields to meet HubSpot's strict formatting requirements.

Secure Data Handling

Privacy First

Our in-house engine process data in a hardened environment, ensuring your sensitive practice data is never exposed during transit.

Smart Merge Engine

Conflict Logic

Intelligently resolves conflicts between existing HubSpot records and incoming SimplePractice data to prevent overwriting.

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 Path

A structured, secure, and rapid process to get your practice live on HubSpot.

1
Source Extraction
We conduct a deep scan of your SimplePractice environment to identify all custom fields and client relationship types.
Day 1
2
Schema Mapping
Our proprietary transformation layer reconfigures clinical data into HubSpot-compatible contact and deal schemas.
Day 1-2
3
Direct Ingestion
Data is securely pushed into your HubSpot portal using our direct injection engine, preserving all historical timestamps.
Day 2
4
Verification & Audit
We perform a 50-point audit to ensure every Client, Session, and Note is exactly where it belongs in HubSpot.
Day 3
🤖

No manual data entry or CSV cleanup required; our in-house engine handles the formatting automatically.

Maintain historical integrity with original 'Created At' dates preserved for all migrated client records.

🔗

Proprietary handling of associated records ensures that insurance and family links remain intact post-migration.

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

Data Does the migration include my client notes?
Yes, SuprSwitch's proprietary transformation layer is designed to move non-clinical notes and administrative data securely into HubSpot.
Mapping How is insurance information handled?
SimplePractice treats insurance as a specialized field; our engine maps these to Custom Property Groups in HubSpot for seamless reporting.
Timeline How long does the migration process take?
Typical migrations from SimplePractice to HubSpot are completed within 48 to 72 hours using our proprietary in-house engine.
Quality What happens if I have duplicate clients in SimplePractice?
SuprSwitch uses a 'Delta Check' within our transformation layer to identify and merge duplicate records based on email and phone numbers.
Marketing Can I track referral sources in HubSpot after the move?
Absolutely. We map your SimplePractice 'Referrer' field to HubSpot's original source or a custom 'Referring Provider' property.

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