Migrate from Cliniko to HubSpot

Cliniko patients map to HubSpot Contacts. All standard demographics — name, email, phone, address, date of birth — move as direct property mappings. Medical-specific fields like alerts and blood type require HubSpot custom contact properties since HubSpot has no native clinical field equivalent.

Cliniko practitioners are resolved to HubSpot users by email match and become record owners. A Cliniko practitioner record with email '[email protected]' matches a HubSpot user with the same email address. Unmatched practitioners are flagged before migration so your team can invite them to HubSpot or assign a fallback owner.

Cliniko appointments map to HubSpot Meetings with original start and end times preserved. The HubSpot Meeting owner is set to the mapped practitioner user. Appointment status (arrived, completed, no-show) maps to HubSpot status properties. Appointment type, duration in minutes, and location are stored as custom meeting properties.

Cliniko treatment notes contain clinical documentation — SOAP notes, observations, prescriptions — with no HubSpot native equivalent. FlitStack AI maps treatment note text to HubSpot Timeline Events linked to the contact and practitioner, preserving the clinical context, date, and practitioner association. Long-form notes with structured sections may be flattened into a single rich-text Timeline Event for readability.

Cliniko invoices map to HubSpot Deals capturing the total invoice amount, balance due, invoice date, due date, and payment status. Each Deal is associated to the patient Contact. Invoice status (paid, overdue, written off) maps to HubSpot Deal stage values via value mapping.

Cliniko invoices contain line items with individual products, quantities, unit prices, and taxes. HubSpot Deals hold a single total amount field — itemised line items do not map natively. FlitStack splits each Cliniko invoice line item into a HubSpot Product record associated to the Deal via a Deal Line Item custom object, preserving the product name, quantity, and unit price.

Cliniko Referrers track referring practitioners or clinics that send patients. HubSpot has no referrer-specific object — referrers map to HubSpot Company records with a custom 'Referral_Source__c' flag property. Each Cliniko Referrer becomes a Company record; the patient record stores a reference to the referring company via HubSpot's company association.

Cliniko products and billable items (treatments, session types, consumables) map directly to HubSpot Products. Product name, description, unit price, and active/inactive status translate cleanly. Products are associated to Deals via the Deal's line items after invoice mapping. Each HubSpot Product can be reused across multiple Deals, reflecting recurring services or bundled offerings, and enables granular revenue reporting by service line, inventory tracking, and integration with HubSpot's product catalog features.

Cliniko allows custom fields on patient records for clinical data. HubSpot's standard Contact schema has no clinical fields. FlitStack AI creates HubSpot custom contact properties for every Cliniko patient custom field — alert flags, blood type, referral source, and any clinic-specific fields are recreated as HubSpot properties on the Contact record.

If Cliniko stores practitioner-specific custom fields such as specialties, registration numbers, or clinical qualifications, these are recreated as HubSpot user custom properties. HubSpot does not expose user custom properties in the same way as contact properties — some practitioner data may be stored as a custom Contact property on a practitioner-specific stub contact record.

Cliniko Patient Groups segment patients by classification — condition groups, program memberships, or practitioner caseloads. HubSpot has no direct patient-grouping object for clinical use. FlitStack AI converts Patient Groups into HubSpot Static Lists, where each group becomes a named list of HubSpot Contact IDs. Practitioner-specific groups are handled as separate lists or consolidated into a single practitioner-association custom property.