Jane App to HubSpot
Cloud practice management software for health and wellness clinics. It covers online booking, scheduling, charting, billing and email marketing.
Jane App data can move into HubSpot, landing mainly in Sales Hub. 2 of 6 mapped objects move directly (Patients/Clients (demographics, contact details) and Email marketing subscribers / opt-in); 3 items need manual work and 2 do not move. Plan roughly 1-2 weeks for a small move and 6-10 weeks for a large one.
Migration checklist for Jane App
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 contacts
CSV-only import.
Mid migration
5k-25k contacts with appointment history
Custom properties and consent mapping.
Large migration
>25k contacts, multi-location
Multi-location, governance review and delta loads.
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 Jane App: what you need to get in, what lands in HubSpot, and what will not.
Account Owner or Full Access staff login to run Reports exports.
Patient reports are limited to the clinic owner and Full Access users. Chart and intake-form batch exports must be requested by the Account Owner.
Choose your route
How will you move the data?
No native connector was found.
- You need: Account Owner or Full Access staff login to run Reports exports.
- Permission: Patient reports are limited to the clinic owner and Full Access users. Chart and intake-form batch exports must be requested by the Account Owner.
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.
- Reports > Patient List: export to CSV or Excel, including referral source, marketing opt-in and medical alerts.
- Reports > Appointments: export to CSV or Excel, including cancellation dates and reasons.
- Email Marketing Subscribers list: export to CSV or Excel.
- Reports > Billing > Inventory: services/products CSV.
- Batch chart export (PDF and Excel) by request to Jane support.
- Batch export of completed intake forms (zip and CSV) by request to Jane support.
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: 6-10 weeks, usually phased.
Talk to a partnerWhere each object lands
In Jane App
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Patients/Clients (demographics, contact details) | Contacts | yes | The CSV has names, email, phone, address, DOB, gender, referral source and marketing opt-in. Import only the fields you have permission to hold. |
| Referral source / referring professional | Contacts | partial | Arrives as columns in the patient list. Map to custom contact properties. |
| Appointments | Meetings | partial | The CSV export is available. Meetings can't be bulk-imported by CSV in a simple way, so consider custom objects or properties. |
| Email marketing subscribers / opt-in | Contacts | yes | Subscriber list export. Map to marketing contact status and subscription properties. |
| Services/Products inventory | Products | partial | Inventory CSV export is available. |
| Charts, clinical notes, intake forms | Files | no | Per the scope note, retain clinical records in an EHR. HubSpot is not a clinical record system. |
What to expect
They are exported only as PDF or Excel on request, and the scope keeps them out of HubSpot.
The client list export has no diagnosis field. Diagnoses sit inside chart notes.
Not self-serve. The Account Owner must request them.
The guide says it isn't always accurate.
No direct connector was found.
Drop clinical columns before import. Use HubSpot sensitive data properties only if permitted.
Import opt-in as a subscription status only where consent is documented.
Run a delta export before go-live.
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.
Export paths (Reports CSV/Excel, chart export by request) are backed by Jane's own guides and third-party migration guides. I found no public API or HubSpot connector documentation, so API, auth, rate-limit, residency and certification details are unknown.
Sources
Related migrations
Frequently asked questions
How do I migrate Jane App to HubSpot?
1. Confirm the Account Owner or a Full Access user can run Reports. 2. Decide which fields are permitted, and exclude Medical Alerts and diagnosis-related data. 3. Document the legal basis for each field, and agree where clinical records will stay. 4. Create HubSpot custom properties for referral source, referring professional, first and last visit, and opt-in.
What data can move from Jane App to HubSpot?
These objects move directly: Patients/Clients (demographics, contact details) and Email marketing subscribers / opt-in. Check the mapping table for partial and manual items.
What does not move from Jane App to HubSpot?
Clinical charts and treatment notes and Diagnoses as a structured field. Plan to rebuild or retire these.
How long does a Jane App to HubSpot migration take?
Small (<5k contacts): 1-2 weeks. Mid (5k-25k contacts with appointment history): 3-6 weeks. Large (>25k contacts, multi-location): 6-10 weeks. These are planning estimates, not a quote.
What access do I need to export from Jane App?
Account Owner or Full Access staff login to run Reports exports. Patient reports are limited to the clinic owner and Full Access users. Chart and intake-form batch exports must be requested by the Account Owner.
What compliance issues apply when moving Jane App data?
Check: Health data (medical alerts, diagnoses in charts), Guardian names suggest minors' data and Insurance and billing data. Agree consent, retention and access rules before exporting.
Moving Jane App into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner