IMPLEMENTATION & MIGRATION
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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.
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 MappingOur engine understands the specific data types used by SimplePractice, ensuring zero data loss during the conversion to HubSpot properties.
Automated Transformation
Data CleaningWe automatically sanitize phone numbers, addresses, and email fields to meet HubSpot's strict formatting requirements.
Secure Data Handling
Privacy FirstOur in-house engine process data in a hardened environment, ensuring your sensitive practice data is never exposed during transit.
Smart Merge Engine
Conflict LogicIntelligently 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.
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
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
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.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
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.