Practo Ray to HubSpot
Cloud practice-management software for clinics. It covers appointments, EMR, billing, inventory and patient engagement such as SMS reminders.
Practo Ray data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Patient contacts); 3 items need manual work and 2 do not move. Plan roughly 1-3 weeks for a small move and 6-12 weeks for a large one.
Migration checklist for Practo Ray
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 import of contacts and appointments.
Mid migration
5k-50k patients, multi-clinic
Includes workflow rebuild and consent mapping.
Large migration
50k+ patients, multi-branch
Needs governance review and likely vendor support for extracts.
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 Practo Ray: what you need to get in, what lands in HubSpot, and what will not.
Clinic account login. A partner API key is reportedly needed for any API use, but this is only third-party reported.
Account owner or admin access is likely needed to run exports. This is not confirmed in the docs.
Choose your route
How will you move the data?
No native connector was found.
- You need: Clinic account login. A partner API key is reportedly needed for any API use, but this is only third-party reported.
- Permission: Account owner or admin access is likely needed to run exports. This is not confirmed in the docs.
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.
- Settings > Import/Export: export Contact, Treatment, Expenses and Appointments data, delivered to a chosen email address
- Completed Exports list within the account
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: 6-12 weeks, usually phased.
Talk to a partnerWhere each object lands
In Practo Ray
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Patient contacts | Contacts | yes | Contact export is available. Limit the move to permitted enquiry and engagement fields. |
| Appointments | Meetings | partial | Appointment export is available. Import as Meetings or a custom object, with dates and status kept as properties. |
| Referral sources / enquiry source | Contacts | partial | Map to a custom contact property if the Contact export contains a source field. This was not verified. |
| Engagement/communication preferences | Contacts | manual | Language and reminder preferences must be rebuilt as properties or subscription types. No documented export field. |
| Treatment records / EMR | Custom objects | no | Scope says to retain clinical records in the EMR. Treatment export exists but should not go into HubSpot by default. |
| Expenses/billing | Deals | manual | Only if finance data is explicitly in scope. |
What to expect
Retained in the EHR by design and sensitive. HubSpot is not a clinical system.
Native Practo features. They must be rebuilt in HubSpot workflows.
No documented export of automation or templates.
Export file columns are not publicly documented.
Four separate exports must be joined on patient identifiers, and key fields are unverified.
Move only permitted fields and use sensitive-data properties. Get legal sign-off first.
Plan a cutover freeze and delta exports.
Use a restricted mailbox, encrypt files and delete after import.
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 path (4 CSV-type exports by email) is backed by Practo help docs. No public API is documented, and a third-party listing says there is none. Object mapping to HubSpot rests on category-level analyst knowledge. No HubSpot-specific doc for Practo was found.
Sources
Related migrations
Frequently asked questions
How do I migrate Practo Ray to HubSpot?
1. Confirm account admin rights and the correspondence email for exports 2. Decide which fields count as permitted enquiry data and exclude treatment details 3. Check consent and opt-out status for SMS and email contacts 4. Define HubSpot custom properties for referral source, preferred language and branch
What data can move from Practo Ray to HubSpot?
These objects move directly: Patient contacts. Check the mapping table for partial and manual items.
What does not move from Practo Ray to HubSpot?
Clinical records, prescriptions and charting and SMS/reminder automation and templates. Plan to rebuild or retire these.
How long does a Practo Ray to HubSpot migration take?
Small (<5k patients): 1-3 weeks. Mid (5k-50k patients, multi-clinic): 3-6 weeks. Large (50k+ patients, multi-branch): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from Practo Ray?
Clinic account login. A partner API key is reportedly needed for any API use, but this is only third-party reported. Account owner or admin access is likely needed to run exports. This is not confirmed in the docs.
What compliance issues apply when moving Practo Ray data?
Check: Health data, Possible minors' data and Financial/payment data. Agree consent, retention and access rules before exporting.
Moving Practo Ray into HubSpot?
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