TherapyNotes CRM ✓ HubSpot Migration
TherapyNotes CRM
HubSpot

Migrate TherapyNotes Data to HubSpot with Precision

Transition your behavioral health practice data into HubSpot’s powerful CRM using our proprietary transformation layer. We move complex clinical relationships and patient histories without the risk of data loss or manual entry errors.

100%
Data Integrity
48 hrs
Avg. Migration
Unlimited
Mapping Customization
"How do we handle sensitive Patient Notes and Superbills?"
SuprSwitch's in-house engine extracts clinical documentation and maps it securely to HubSpot's private attachments or custom objects based on your HIPAA requirements.
"Can we preserve the relationship between Patients and Payer/Insurance records?"
Yes, our proprietary transformation layer maintains many-to-one relationships, ensuring every Contact in HubSpot is correctly linked to its respective Insurance Company record.
"Will our historical Appointment data be lost?"
Not at all. Our direct data extraction captures every past session and transforms it into HubSpot Meeting activities or custom timeline events.
Why SuprSwitch

Why Clinical Practices Trust SuprSwitch

Generic CSV exports fail to capture the nuances of behavioral health data. SuprSwitch provides a medical-grade migration experience.

🛡️

Clinical-Grade Integrity

Our in-house engine handles the complex nested structures of TherapyNotes records that standard CSV imports simply ignore.

Zero Manual Mapping

Skip the weeks of manual cleanup; our native schema mapping automatically formats phone numbers, addresses, and clinician assignments.

🧬

Custom Field Fidelity

We replicate your specific TherapyNotes client statuses and custom tags directly into HubSpot's custom properties.

🧹

Automated Deduplication

Our proprietary transformation layer includes automated deduplication to ensure your patient database remains clean and actionable.

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

Full-Spectrum Data Coverage

We ensure every TherapyNotes object finds its perfect home within the HubSpot ecosystem.

👥 Patients / Clients
All records
Patients / Clients
Contacts
💡 Maps client demographics, contact info, and status to HubSpot Contacts.
🏢 Insurance Payers
All records
Insurance Payers
Companies
💡 Transforms insurance company details into HubSpot Company records with Payer IDs.
📅 Appointments
All records
Appointments
Meetings
💡 Converts session history and upcoming schedules into CRM Engagements.
💰 Billing Records
All records
Billing Records
Deals
💡 Maps superbills and invoice totals into custom Deal or Revenue properties.
📝 Contact Logs
All records
Contact Logs
Timeline Events
💡 Directly migrates non-clinical communication logs into the HubSpot Activity Feed.
🤝 Referral Sources
All records
Referral Sources
Referral Partners
💡 Preserves the link between external providers and new patient enrollments.
📸

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 Advantage

Our proprietary technology goes beyond simple data transfer to provide a complete transformation experience.

Proprietary Extraction

In-House Engine

We use a direct data extraction method that bypasses the limitations of standard public interfaces for faster, deeper access.

Schema Intelligence

Smart Mapping

Our native schema mapping automatically detects TherapyNotes field types and aligns them with HubSpot CRM standards.

Data Reconciliation

Validation Layer

A multi-step verification process ensures that every record migrated from TherapyNotes matches the destination exactly.

Privacy First Architecture

Secure Pipeline

Data is processed through our isolated transformation layer, maintaining end-to-end encryption without external hops.

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

Our Streamlined Migration Process

How we move your practice from TherapyNotes to HubSpot in four clear steps.

1
Structure Audit
We analyze your TherapyNotes database structure and identify all custom fields and client-specific tags.
Day 1
2
Schema Alignment
Our proprietary transformation layer configures the mapping between TherapyNotes objects and HubSpot Hubs.
Day 2
3
Execution Phase
The in-house engine executes the direct data extraction and pushes the records into your HubSpot portal.
Day 3
4
Verification
Final audit and validation to ensure all patient histories, associations, and notes are perfectly placed.
Day 4
🔗

Recursive relationship mapping to keep Patient-Provider-Insurance links intact.

On-the-fly data cleaning to remove formatting artifacts from TherapyNotes text fields.

🔄

Custom delta-loading allows for a final 'top-off' sync before you go live in HubSpot.

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 process HIPAA compliant?
Yes. SuprSwitch uses a proprietary transformation layer designed for clinical data, ensuring all handling meets HIPAA standards for data in transit and at rest.
Clinical How are Clinical Notes handled during the move?
We can migrate Clinical Notes as encrypted PDF attachments or as restricted timeline events in HubSpot, depending on your preferred security configuration.
Technical Can you migrate my custom client fields?
Absolutely. Our in-house engine is specifically designed to recognize and map custom patient fields you've created in TherapyNotes.
Data What happens to the relationships between clients and referrals?
Our native schema mapping links Patients (Contacts) to their respective Insurance Carriers (Companies) and individual Referral Sources automatically.
Timeline How long does a typical migration take?
While the duration depends on the volume of clinical records, most TherapyNotes to HubSpot migrations are completed within 48 to 72 hours.

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