Migrate from DGL Practice Manager to Freshsales

DGL patient records map directly to Freshsales Contacts. Patient name fields translate to FirstName and LastName. DGL stores one primary contact per patient; Freshsales Contacts similarly hold person-level records. Original patient create dates preserve as a custom datetime field since Freshsales CreatedDate reflects migration time.

DGL patient address fields (address_line1, address_line2, city, postcode, country) map to Freshsales Contact address fields. Freshsales supports multi-line address storage on Contact records with city, state, zip, and country fields natively. During migration, FlitStack AI validates each address component, ensuring that postal codes conform to Freshsales format requirements. If any required address fields are missing, the system flags them for correction prior to final import, preventing incomplete contact records.

DGL patient phone numbers and email addresses migrate to Freshsales Contact Phone, Mobile Number, and Email fields. Freshsales validates email format during import; invalid emails are flagged for correction before the full migration commits. FlitStack AI also checks phone number formats against international standards, converting local formats to E.164 when necessary to ensure compatibility with Freshsales telephony integration.

DGL consultant or practitioner records map to Freshsales Accounts when the practice structure includes multiple practitioners. Each consultant diary becomes a Freshsales Account record with the consultant name as the Account Name and specialty as a custom field. If the practice uses sub-consultants or team leads, FlitStack AI can create hierarchical Account relationships to reflect reporting structures within Freshsales.

DGL appointment diary entries (appointment date, time, duration, appointment type) translate to Freshsales Events with start_time, end_time, and event title. Completed appointments or follow-up tasks map to Freshsales Tasks with due dates and task types derived from the appointment status in DGL.

DGL clinical notes and consultation summaries migrate as Freshsales Notes attached to the corresponding Contact record. Original note timestamps and practitioner ownership are preserved in the Freshsales Note metadata. Rich-text formatting is converted to plain text if the target field does not support HTML.

DGL insurer billing data (insurer name, policy number, claim status, invoice amount) requires Freshsales custom fields on Contact or Deal objects. These fields do not map to standard Freshsales objects and must be created before migration. Invoice submission history migrates as custom text fields or a linked custom object if the practice requires detailed billing tracking.

DGL referral source tracking (referring practitioner, referral date, referral type) migrates as Freshsales custom fields on Contact. If DGL uses a structured referral source pick-list, the values map to a Freshsales custom pick-list with value-by-value translation to maintain reporting continuity.

DGL correspondence templates and patient letters do not migrate to Freshsales as functional templates because Freshsales email templates use different merge field syntax. We export the template content as a Note attachment on the Contact record for reference; your team rebuilds them as Freshsales email templates post-migration.

DGL user and practitioner accounts resolve to Freshsales Users by email match. Unmatched practitioners are flagged before migration — your team either creates Freshsales users first or assigns records to a fallback owner. Owner assignment on Contacts, Accounts, and Events preserves the practitioner responsible for each patient record.

DGL clinic or practice location records merge into Freshsales Accounts when multiple practitioners share a single clinic. The practice location name becomes the Account Name, and location-specific custom fields (clinic address, phone) map to corresponding Account fields. Individual practitioners within that clinic become Contacts linked to the clinic Account.

DGL workflow automations, appointment reminders, and clinical procedure triggers do not migrate. These must be rebuilt in Freshsales using the Workflows module (available on Growth and above). We export DGL workflow definitions as a structured reference document for your Freshsales admin to use during the rebuild phase.