Migrate from Curve Dental to monday CRM

Each Curve Dental patient maps to a Monday CRM contact. We preserve the original patient ID as Source_System_ID__c for traceability. First name, last name, date of birth, phone, and email map directly. Provider assignment maps to a custom Owner field in Monday.

Street address, city, state, and ZIP from Curve Dental map directly to Monday CRM contact address columns. When a patient has both a home and a billing address, we create separate custom address columns for each type and flag any duplicate or conflicting entries before the migration runs, so you can confirm the mapping in advance.

Each Curve appointment is converted into a calendar board item in Monday CRM, with the appointment date, time, provider, and CDT procedure code populating dedicated columns. The status (such as confirmed, completed, or no‑show) maps to Monday’s Status column, and the native Calendar view automatically displays these items, giving your team a visual schedule without manual re‑entry.

Curve Dental treatment plans (procedure codes, surfaces, tooth numbers, fees) have no Monday CRM equivalent. We create a Treatment Plan board and map each plan as an item with CDT code, surface selection, tooth number, fee, and status as custom columns.

Insurance carrier, group number, subscriber ID, and coverage percentages from Curve Dental are migrated as custom text columns on the Monday CRM contact record. For the benefits breakdown and remaining deductible amounts, we create additional custom numeric columns and flag any missing data so your team can verify the values before the migration is finalized.

Curve Dental ledgers (charges, payments, adjustments, insurance payments, patient responsibility) have no Monday CRM billing equivalent. We export ledger data as a CSV reference file and attach it to the contact record in Monday for manual lookup — or create a billing board if you want on-platform reference.

Clinical notes and clinical history from Curve Dental migrate as update entries on the corresponding Monday contact item. Original note date and provider are preserved in the update metadata. We do not re-create clinical formatting — raw text lands in Monday's update stream.

Curve Dental X-rays and images download and re-upload to Monday CRM as file attachments on the contact item. Monday's 250MB per-file limit applies. We flag any image exceeding this before migration so you can decide on compression or external hosting.

Curve Dental tooth charts (per-tooth conditions, surfaces, restorations) have no Monday CRM structural equivalent. We export the tooth chart data as a structured JSON or PDF reference attached to the contact, or create a custom tooth chart board with a row per tooth and conditions as column values.

Referral source tracking in Curve Dental (who referred the patient) maps to a custom Referral_Source__c column on the contact in Monday CRM. If you use Monday's lead scoring or pipeline views, this field can be used to segment your referral deal board.

Curve Dental provider IDs are matched to Monday CRM users by email address, ensuring each provider receives a seat in your Monday workspace. If a provider does not yet have a Monday account, we flag that record before migration, allowing you to create the account first so no patient or appointment items are left without an assigned owner.

Curve Dental recall dates map to a custom Recall board in Monday CRM. Each recall item links to the patient contact, contains recall type (hygiene, perio, exam), due date, and status. Monday automations can then trigger notifications when recall is due.