Migrate from Dr.DENTES to Zoho CRM

New inquiries and leads from Dr.DENTES route to Zoho Lead. Active and historical patients route to Zoho Contact. The split is determined by a status field in Dr.DENTES — we map the source status value to the correct Zoho module before import. Unmatched patients with no status flag default to Contact.

Dr.DENTES practice‑location records map directly to Zoho Accounts, creating one Account per physical location when a multi‑location practice exists in Dr.DENTES. The practice name field in Dr.DENTES becomes the Account Name, while the primary address details translate to the Account’s billing address fields, ensuring location‑level visibility and reporting within Zoho CRM.

Dr.DENTES appointments with a defined start and end time map to Zoho Events, preserving the original start and end datetime. Blocked‑time slots or provider‑unavailable entries map to Tasks. Each Event links to the patient Contact record via a lookup relationship, and the provider attribution is retained from the source record.

Treatment plans and procedure codes from Dr.DENTES do not have a native Zoho equivalent. We create a custom Treatments module in Zoho with fields for procedure code, description, tooth number(s), provider, treatment date, and treatment status. Notes fields from Dr.DENTES migrate as Zoho Notes linked to the parent Contact.

Dr.DENTES billing records map to Zoho Sales Orders (Professional+) or Invoices (Enterprise+), depending on your Zoho edition. Line items in Dr.DENTES map to Sales Order line items. Outstanding balance, payment status, and payment method transfer as read-only fields updated post-migration in Zoho.

Insurance carrier name, policy number, group number, and coverage percentages map to a custom Insurance subform or custom fields on the Contact record in Zoho. Primary vs. secondary insurance designation maps to a pick-list field. These fields require pre-creation in Zoho before migration runs.

Clinical notes and treatment observations from Dr.DENTES migrate as Zoho Notes attached to the parent Contact record, preserving original timestamps and provider attribution as Note metadata. Rich‑text formatting in Dr.DENTES notes is converted to Zoho’s Note format, maintaining readability and supporting inline links to related records.

Files attached to patient records in Dr.DENTES — including X-rays, intraoral images, and signed consent forms — are downloaded and re-uploaded as Zoho Attachments linked to the corresponding Contact. File size limits per Zoho plan apply (25MB per file for most plans).

Dr.DENTES provider and staff accounts are matched to Zoho Users by email address lookup. Records owned by a Dr.DENTES provider land under the matched Zoho User. Providers with no matching Zoho account are flagged pre-migration; you can invite them to Zoho or reassign to a fallback user.

Dr.DENTES recall scheduling (6-month cleaning, annual exam) maps to a custom Recalls module in Zoho with next recall date, recall type, and last appointment link. Alternatively, it maps as a Task with a due date and recurring reminder — your admin chooses the preferred model during planning.

Any custom objects in Dr.DENTES (e.g., lab case tracking, referral sources, ortho modules) map 1:1 to Zoho Custom Modules. Custom object relationships — including many-to-many links between patients and labs — require junction modules in Zoho; we surface this in the pre-migration schema plan.

Individual payment transactions from Dr.DENTES link to the corresponding Invoice or Sales Order in Zoho. Where Zoho's payment recording does not accommodate the source payment structure, we create a read-only Note with payment details (amount, date, method) attached to the Contact record for audit continuity.