DrChrono to HubSpot
Cloud EHR and practice management platform covering clinical documentation, scheduling, billing, telehealth and patient engagement.
DrChrono data can move into HubSpot, landing mainly in Sales Hub. 0 of 5 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for DrChrono
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<5k patients
CSV-based, contacts only.
Mid migration
5k-50k patients
API extraction, appointments, custom properties.
Large migration
50k+ patients, multi-provider
Multi-provider scopes, compliance review, workflow rebuild.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves DrChrono: what you need to get in, what lands in HubSpot, and what will not.
REST API (OAuth 2.0) plus a FHIR R4 API
A registered API application (client ID, secret, redirect URIs) from Account > API, plus provider authorization of the app.
Provider consent for the app. Tokens only see data the granting provider can access.
Choose your route
How will you move the data?
No native connector was found.
- You need: A registered API application (client ID, secret, redirect URIs) from Account > API, plus provider authorization of the app.
- Permission: Provider consent for the app. Tokens only see data the granting provider can access.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- REST API endpoints (patients, appointments, clinical_notes, documents, comm_log and others)
- C-CDA per-patient export
- EHI export (single patient and bulk)
- Contacts list import/export tooling described in the help centre
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In DrChrono
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Patients (demographics) | Contacts | partial | Pull via api/patients (paginated, 250 per page) and import as Contacts. Limit the fields to permitted enquiry and engagement data. |
| Appointments | Meetings | partial | Export via api/appointments. Import as Meetings or a custom object, excluding clinical content. |
| Referral source / lead source | Contacts | manual | Map to a custom contact property. Whether DrChrono exposes a referral-source field was not confirmed. |
| Communication logs | Notes | partial | api/comm_log is available. Review for PHI before importing as Notes. |
| Clinical notes, medications, allergies, problems, labs, vaccines, documents | Not migrated | no | Retain in the EHR per the scope note. HubSpot's Files tool is not covered by the extra sensitive-data protection. |
What to expect
Not available via the API.
Out of scope. These stay in DrChrono or another EHR.
Patient engagement preferences need a reviewed mapping to HubSpot subscription and consent properties.
Automations do not export.
Results are segmented, and access tokens expire after 48 hours.
Enable HubSpot Sensitive Data and confirm a BAA, or exclude PHI fields.
Use an allow-list of fields and endpoints.
Carry over opt-outs and default to non-marketing where consent is unknown.
Reconcile record counts after each extract.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
API, auth and export paths are backed by DrChrono docs, and HubSpot import and sensitive-data docs were found. The object mapping to HubSpot, rate limits and certifications are analyst judgement or unsourced. No native HubSpot connector was found.
Sources
Related migrations
Frequently asked questions
How do I migrate DrChrono to HubSpot?
1. Confirm scope with compliance: which patient fields may leave DrChrono. 2. Register a DrChrono API app under Account > API and get provider authorization. 3. Check HubSpot BAA and Sensitive Data eligibility before loading any health data. 4. Create custom HubSpot properties for the DrChrono patient ID, referral source and communication preferences.
What does not move from DrChrono to HubSpot?
Consent forms and signatures and Clinical records, EHR and treatment workflows. Plan to rebuild or retire these.
How long does a DrChrono to HubSpot migration take?
Small (<5k patients): 2-4 weeks. Mid (5k-50k patients): 4-8 weeks. Large (50k+ patients, multi-provider): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from DrChrono?
A registered API application (client ID, secret, redirect URIs) from Account > API, plus provider authorization of the app. Provider consent for the app. Tokens only see data the granting provider can access.
What compliance issues apply when moving DrChrono data?
Check: Health data / PHI (HIPAA), Minors' records and Insurance and financial data. Agree consent, retention and access rules before exporting.
Moving DrChrono into HubSpot?
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