Migrate from Gensolve Practice Manager to HubSpot

Gensolve clients map 1:1 to HubSpot Contacts. Client ID is preserved as a Source_System_ID__c custom property for delta-run de-duplication, ensuring each client record can be uniquely identified post-migration. The original Gensolve create date is stored as Original_Create_Date__c custom property since HubSpot sets the CreatedDate field at migration time, which would otherwise overwrite the original record creation timestamp.

Gensolve practitioners become HubSpot Users matched by their email address. Practitioner-specific properties such as provider number, specialisation, and practitioner type are stored as custom properties on the practitioner User record. Primary practitioner attribution on appointments resolves via practitioner-to-user email matching and maps to the HubSpot Meeting owner field.

Gensolve appointments map to HubSpot Meetings with original start and end timestamps preserved from the source system. Practitioner attribution is stored as a custom Meeting property (Practitioner_Name__c), and clinic association is stored as a custom property linking to the mapped HubSpot Company record for that specific location.

Each Gensolve clinic site becomes a HubSpot Company record with custom properties capturing clinic ID, full address details, and contact preferences. Multi-practitioner rosters and practitioner counts are stored as practitioner-count custom properties on each clinic Company to preserve staffing information.

Gensolve clinical notes migrate as HubSpot Notes attached to the corresponding Contact record. Note body preserves the full text content from Gensolve. Practitioner sign-off is stored as Practitioner_Signed_By__c custom property on the Note, and the original Gensolve note date becomes the HubSpot note timestamp.

Individual referrers such as GPs, specialists, and other clinicians map to HubSpot Contacts with a custom Referrer_Type__c property indicating their professional role. Organisation-level referrers including referral clinics and hospitals map to HubSpot Companies. The referral relationship to the patient is stored as a custom association label on the Contact record.

HubSpot has no native billing or invoice object. Gensolve invoice records including item, quantity, price, ACC/private flag, and payment status migrate to a custom Gensolve_Invoice__c object linked to the Contact and a HubSpot Deal representing the billing episode. Payment status is preserved as a pick-list property.

Gensolve custom form fields map to HubSpot custom contact or deal properties based on the form's record type (intake vs. treatment). Field type conversion applied: Gensolve text and dropdown fields map to HubSpot single-line text and select properties respectively. Multi-select Gensolve fields become HubSpot text fields with comma-separated values.

Gensolve inventory items map to HubSpot Products with name, SKU, price, and stock-level properties preserved. Product associations to appointments or clients are maintained as custom Deal properties since HubSpot Products link to Deals via line items rather than directly to appointments.

Gensolve ACC billing fields including claim number, injury date, ACC provider number, and claim status have no HubSpot native equivalent. They migrate as custom pick-list and date properties on the Gensolve_Invoice__c custom object or on a custom ACC_Claim__c object linked to the Contact and Deal.

Gensolve SMS and email communication logs migrate as HubSpot Engagements (Email or Call type) attached to the Contact. Original communication timestamp is preserved. Note that Gensolve's SMS templates and email templates do not migrate and must be recreated in HubSpot's email and SMS tools.

Gensolve automations including appointment reminders, recall sequences, bulk-billing triggers, and SMS workflows have no HubSpot equivalent and do not migrate automatically. FlitStack exports Gensolve workflow definitions as a structured reference document listing trigger conditions, timing rules, and recipient logic so your team can rebuild equivalent automations in HubSpot's workflow builder.