Migrate from Curve Dental to Zoho CRM

Curve Dental patient records migrate into Zoho CRM Contacts. All standard contact fields (name, email, phone, address) map directly. Dental-specific fields (insurance, recall dates, clinical notes, treatment references) require custom fields on the Contact record. Imaging files attach to the Contact as Zoho CRM attachments. A pre-migration Zoho field setup plan is required before data lands.

Curve Dental stores the insurance carrier name as a field on the patient record. We extract unique carrier names from the patient export, create corresponding Account records in Zoho CRM, then populate the Carrier lookup on each Contact with the matching AccountId. This enables reporting by insurance network and carrier-level analytics in Zoho.

Appointments migrate as Zoho CRM Tasks with Activity Type set to 'Dental Appointment'. Original appointment date and time preserve as task fields. Procedure codes, provider name, and appointment type migrate as custom fields on the task. Recall interval and next recall date migrate as custom date fields on the Contact for recall workflow setup in Zoho Blueprint.

Active treatment plans from Curve Dental migrate as Zoho CRM Deals with Stage = 'Treatment Plan' and Amount = estimated treatment cost. Patient maps to the Contact lookup on the Deal. Detailed plan description (procedures, tooth numbers, fees) migrates as a custom multi-line text field on the Deal. Completed treatments can be tracked as Closed Won with the procedure recorded in a custom field.

Curve Dental tooth chart data (per-tooth surface conditions, missing teeth, existing restorations) has no Zoho CRM equivalent. We map this to a custom multi-line text field on the Contact record using a structured notation (e.g., tooth number + surface + condition per line) sourced from the Curve export column names and values.

CDT procedure codes and ICD diagnosis codes from Curve Dental migrate as custom pick-list or text fields on the Contact record. Active codes associated with a treatment plan also appear on the Deal record as custom fields. Practices should confirm the code set version with their Curve export before migration.

Free-text clinical notes from Curve Dental attach as plain-text Notes on the Zoho CRM Contact record. Rich-text formatting from Curve may not preserve; we convert to plain text and flag any formatting loss in the migration report. Notes are timestamped with the original Curve Dental creation date where available.

Dental imaging files (x-rays, intraoral photos, scanned documents) export from Curve Dental cloud storage and attach to the corresponding Contact record in Zoho CRM. Zoho's 25MB per-file limit applies. We validate file format compatibility during the test migration and flag unsupported formats before the full run.

Guarantor name, relationship, and emergency contact information from Curve Dental map to custom fields on the Zoho CRM Contact. Zoho does not have a native guarantor model; these fields are stored as reference data on the primary Contact record. Guarantor contacts can optionally be created as separate related Contacts if the relationship type warrants it.

Outstanding balance, last payment date, and insurance write-off amounts from Curve Dental migrate as custom currency fields on the Contact record. These are reference values — Zoho CRM is not a dental billing system. Practices needing full billing history migration should consult FlitStack on whether Zoho Creator or a separate dental billing module is appropriate.

Curve Dental appointment reminders, recall sequences, billing alerts, and treatment follow-up automations have no equivalent in Zoho CRM's data model and do not transfer. We export the automation definitions from Curve Dental as a rebuild reference. Zoho Blueprint and Workflow Rules must be configured from scratch in Zoho CRM — our team can scope this as a separate implementation engagement.

Curve Dental production reports, revenue analytics, and insurance aging dashboards are report objects tied to Curve's internal schema — they do not migrate. The underlying patient, appointment, and billing data does migrate to Zoho CRM Contacts, Tasks, and custom fields, enabling custom Zoho reports and analytics to be built against the migrated dataset.