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

💡 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

💡 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.

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.

Source Discovery

Our in-house engine performs a deep scan of your Planhat environment to identify custom fields and usage patterns.

Day 1

Logic Simulation

The proprietary transformation layer builds a digital twin of your data to test mapping logic without affecting live records.

Day 2

Active Migration

Direct data extraction begins, streaming Planhat records into our mapping engine for HubSpot alignment.

Day 3

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.

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

Get started

Access to all supported CRMs

Free Sample migrations

Real-time Preview

Migration Analytics Report

Guided Migration

$999

Starting price, varies on volume.

Get a quote

Everything in Self-Service +

Selective Data Migration

Expert Migration Guidance

Data Mapping Support

Data Quality Management

Custom Migration

$Talk to us

Custom quotes for complex migrations.

Get a quote

Everything in Guided Migration +

Complex Field Transformations

Industry-Specific Customizations

Legacy System Integration

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.