Phreesia to HubSpot
Patient intake, registration, scheduling, payments and engagement platform for healthcare organisations.
Phreesia 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 3-6 weeks for a small move and 12-24 weeks for a large one.
Migration checklist for Phreesia
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
<10k contacts
One location, CSV only.
Mid migration
10k-100k contacts
Multiple forms plus appointments and consent mapping.
Large migration
>100k contacts
Multi-site, EHR-linked, with heavy compliance review.
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 Phreesia: what you need to get in, what lands in HubSpot, and what will not.
No self-serve public API. Integrations are built by Phreesia's interoperability team using HL7v2, FHIR, CCD and CSV plus proprietary APIs and extracts.
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- 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.
- Vendor-built data extracts or interfaces (CSV, HL7v2, FHIR, CCD) arranged through Phreesia's team
- Data pushed to the provider's EHR/PM, HIE, data warehouse or data lake, which can serve as the staging source
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: 12-24 weeks, usually phased.
Talk to a partnerWhere each object lands
In Phreesia
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Patient intake/enquiry demographics (permitted fields only) | Contacts | partial | Via CSV extract, with sensitive fields filtered out before import. |
| Appointments/scheduling | Meetings | partial | Scheduling is a Phreesia capability. The export format is unconfirmed, and the data may need a custom object instead. |
| Referral source / how-heard answers | Contacts | manual | Mapped to a custom contact property. Whether it is exportable depends on how the forms were configured. |
| Communication/engagement preferences | Contacts | manual | Map to HubSpot subscription types and communication consent. Needs a documented consent basis. |
| Clinical records, insurance and payments | Custom objects | no | Out of scope. Keep these in the EHR/PM. |
What to expect
Stay in the EHR/PM per the scope note. HubSpot is not a HIPAA-covered system of record for clinical data.
Proprietary configuration with no documented export. Rebuild in HubSpot forms or elsewhere.
No public API or documented export exists.
Intake data mixes demographic, clinical and financial information.
No standard mapping exists.
Use an allow-list of fields, get legal sign-off, and confirm HubSpot's sensitive-data settings and terms before loading.
Carry opt-out flags across and suppress contacts with unclear status.
Engage Phreesia's account team early and agree the extract format in writing.
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.
Product, integration standards and certifications are sourced. Phreesia has no public API docs, export docs or object schema, and no HubSpot connector docs were found. Object mapping and export paths are category-level analyst judgement.
Sources
Related migrations
Frequently asked questions
How do I migrate Phreesia to HubSpot?
1. Ask Phreesia's account team which extracts (CSV, HL7v2, FHIR, CCD) are available under your contract. 2. Inventory intake forms and map each field as permitted, sensitive or clinical. 3. Confirm which fields already sync to the EHR/PM, to decide which system is the source of truth. 4. Get legal and privacy approval for what may go into HubSpot.
What does not move from Phreesia to HubSpot?
Clinical records, EHR data and treatment workflows and Phreesia forms, logic-driven interviews and check-in workflows. Plan to rebuild or retire these.
How long does a Phreesia to HubSpot migration take?
Small (<10k contacts): 3-6 weeks. Mid (10k-100k contacts): 6-12 weeks. Large (>100k contacts): 12-24 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving Phreesia data?
Check: Health data (PHI/HIPAA), Financial/payment card data, Possible minors' data and Social determinants of health data. Agree consent, retention and access rules before exporting.
Moving Phreesia 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