Migrate from Gensolve Practice Manager to Zoho CRM

Gensolve client records map to Zoho CRM Contacts for confirmed patients. Name, email, phone, address, date of birth, and all custom client fields migrate into Zoho Contact fields and custom fields. Unconverted or prospect-level clients can land as Zoho Leads first.

Gensolve clients with no completed appointment history or unconfirmed enquiry status split to Zoho Leads. Once the lead converts to a deal in Zoho, a corresponding Contact record is created. This keeps the pipeline clean and prevents inactive contacts from inflating the CRM contact count.

Gensolve practitioner records map to Zoho CRM Users. Name, email, phone, and specialisation fields migrate to the User record. Practitioner-specific fields (e.g., AHPRA registration, provider numbers) become custom fields on the User record. A practitioner-type profile is assigned so they have CRM access without standard sales-role constraints.

Gensolve appointments migrate as Zoho CRM Events. Appointment date, time, duration, type, and status map to Event Start DateTime, End DateTime, Event Type, and a custom Status__c picklist. The Gensolve practitioner link stores as a custom lookup field (Practitioner_ID__c) referencing the Zoho User record.

Gensolve clinical notes are structured per custom form template. For each Gensolve custom form used for clinical documentation, we create a Zoho CRM subform on the Contact record containing the same field set. Plain-text notes also create Zoho Notes attached to the Contact. Template formatting does not carry over.

Gensolve referral source records (e.g., GP referrals, specialist referrals) create a Zoho custom module named Referrers. Fields map to Referrer Name, Contact Name (lookup), Referrer Type (custom picklist), Phone, Email, and Address. Custom fields for referral source details are preserved on the module.

Gensolve multi-location clinic records map to a Zoho custom module named Clinics. Clinic Name, Address, Phone, Primary Contact, and ACC Accreditation Status migrate as custom fields on the module. Location-specific settings stored in Gensolve become text or picklist custom fields in Zoho.

Gensolve custom forms define field sets for specific record types (e.g., intake forms, assessment templates). Each custom form field maps to either a Zoho CRM custom field on the Contact or Event module, or a subform section if the form contains repeating field groups. Field type conversions (date, number, picklist) are applied per Zoho field-type rules.

Gensolve product/inventory items for billing and stock tracking map to Zoho CRM Products. Product Name, SKU, and Unit Price carry over directly. Supplier details, item type, and stock-on-hand values migrate as custom fields on the Product record since Zoho CRM does not have native inventory management.

Gensolve invoices, payments, and accounting data are linked to Xero, not stored within Gensolve's own database. These records have no CRM equivalent in Zoho CRM. We document the Xero-to-Zoho Books migration path so the finance team can re-establish billing in Zoho Books post-migration if desired.

Gensolve booking portal sources (eлинк, HotDoc, Healthengine) store on the appointment record. This value migrates as a custom picklist field Booking_Source__c on the Zoho Event, allowing reports on referral origin by practitioner or date range.

Gensolve file attachments (referral letters, imaging results, consent forms) attached to client records migrate as Zoho CRM Attachments linked to the corresponding Contact record. Files are downloaded from Gensolve's export and re-uploaded via Zoho's attachment API, respecting the 25 MB per-file limit.