Mercury Healthcare to HubSpot
Healthcare CRM, patient relationship management (PRM) and engagement platform for patient acquisition, campaigns, appointments and physician or referral management.
Mercury Healthcare data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 3 items need manual work and 3 do not move. Plan roughly 4-8 weeks for a small move and 16-30 weeks for a large one.
Migration checklist for Mercury Healthcare
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
<50k contacts
Enquiries and preferences only.
Mid migration
50k-500k contacts
Adds referrals, appointments and campaign rebuild.
Large migration
>500k contacts, multi-location
Multi-system EHR integrations and governance.
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 Mercury Healthcare: what you need to get in, what lands in HubSpot, and what will not.
Partner-only, contract-gated APIs plus the Enterprise Data Link integration engine; SFTP batch feeds are referenced for legacy setups
A token or API access arranged through the Mercury/Healthgrades client team under contract.
Choose your route
How will you move the data?
No native connector was found.
- You need: A token or API access arranged through the Mercury/Healthgrades client team under contract.
- Permission: To confirm
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.
- Enterprise Data Link pre-built connectors and APIs, configured in the Hg Mercury Platform Console
- SFTP batch transfer (referenced for legacy Healthgrades CRM integrations)
- Vendor-assisted bulk extract
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: 16-30 weeks, usually phased.
Talk to a partnerWhere each object lands
In Mercury Healthcare
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Consumer/patient enquiry and lead records | Contacts | partial | Only permitted enquiry data should move. Clinical attributes need a sensitive-data review first. |
| Referral sources and physician records | Companies | partial | Physician management and referral tracking are listed features. Whether they map to Companies or Custom objects is a design choice. |
| Appointments | Meetings | partial | Appointment management is a core feature. History may be better held as a Custom object or kept in the scheduling system. |
| Campaigns and engagement preferences | Contacts | partial | Map preferences to contact properties and subscription types. Campaign history may need to be archived. |
| Service-line opportunities/pipeline | Deals | manual | Pipeline management is a listed feature. Stage mapping is not documented. |
| Clinical/EHR data | Custom objects | no | Per scope, retain in the EHR. Do not migrate it to HubSpot. |
What to expect
Out of migration scope. Keep them in the EHR.
They are proprietary to the vendor platform and not documented as exportable.
A third-party report says bulk export by the provider is difficult.
Workflow logic does not transfer.
The data model has no documented HubSpot equivalent.
Field and object mapping is set up in the vendor's integration engine.
Define an allow-list of fields and review HubSpot's sensitive-data rules and legal advice before the transfer.
Migrate suppression and consent flags first, and test them before any sends.
Request a data extract and schema early, and check the contract exit terms.
Confirm which modules (CRM, PRM, Engagement Center) the customer actually uses.
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.
The vendor's own pages confirm the Data Link integration engine and CRM/PRM products. No public export docs, API reference or HubSpot connector docs were found. Object mapping, limits and export paths rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Mercury Healthcare to HubSpot?
1. Confirm with the Mercury client team which modules are licensed (CRM, PRM, Engagement Center, Data Link). 2. Request a data dictionary and a full extract (API or SFTP) covering contacts, referrals, appointments and preferences. 3. Classify fields as permitted or sensitive, and exclude clinical attributes. 4. Inventory the Data Link integrations to the EHR, website and contact centre.
What does not move from Mercury Healthcare to HubSpot?
Clinical records, EHR data and treatment workflows, Predictive models, healthgrades.com consumer data enrichment and propensity scores and Patient survey and review data. Plan to rebuild or retire these.
How long does a Mercury Healthcare to HubSpot migration take?
Small (<50k contacts): 4-8 weeks. Mid (50k-500k contacts): 8-16 weeks. Large (>500k contacts, multi-location): 16-30 weeks. These are planning estimates, not a quote.
What access do I need to export from Mercury Healthcare?
A token or API access arranged through the Mercury/Healthgrades client team under contract.
What compliance issues apply when moving Mercury Healthcare data?
Check: Health data / possible PHI (HIPAA in the US), Minors and Sensitive condition-based segmentation. Agree consent, retention and access rules before exporting.
Moving Mercury Healthcare into HubSpot?
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