Migrate from Nookal to Zoho CRM

Nookal patient records map directly to Zoho CRM Contacts. The patient’s first name, last name, date of birth, mailing address components, phone, mobile, and email transfer as standard Contact fields. The Nookal patient ID is stored in Source_System_ID__c to enable delta‑run de‑duplication and traceability back to the source system.

Nookal Medicare Number, IRN, and DVA Card Number have no native Zoho CRM equivalent. FlitStack creates Medicare_Number__c, Medicare_IRN__c, and DVA_Card_Number__c as text custom fields on the Contact module using the Zoho CRM v8 field creation API. Field API names follow Zoho’s lowercase‑with‑underscores convention, each set to a length matching the source data to preserve integrity. These fields support Medicare and DVA claim reporting within Zoho without manual re‑entry.

Nookal practitioners map to Zoho CRM Users. Email address is the matching key — practitioners without an email in Nookal are flagged for manual Zoho user creation before migration. Medicare Provider Numbers migrate to Provider_Number__c on the User record as a custom field.

Nookal clinic locations (name, address, phone, and optional website) map to Zoho CRM Accounts representing each practice site. Address components split into Billing Street, City, State, and Zip are populated from the location record. The location ID is stored in Source_System_ID__c to support delta‑run updates. Location‑specific appointment types and service offerings are preserved as custom fields—such as Location_Type__c or Service_Offering__c—on the Account record, enabling reporting by site without manual re‑entry.

Nookal appointments map to Zoho CRM Events for scheduled times (Start DateTime, End DateTime, Event Title, Status) linked to the patient Contact. Appointment status (attended, missed, cancelled) maps to Event Status pick-list values. Unscheduled clinical notes that do not have a time component migrate as Tasks.

Nookal invoices map to Zoho CRM Invoices on paid tiers (Standard and above). Invoice number, amount, status, and line items transfer. On the Free or Standard tier without Invoices module access, invoice summaries store as custom fields on the Contact or Account for reference.

Nookal Medicare/DVA claim submissions (claim ID, status, billed amount, date submitted) have no native Zoho CRM equivalent. FlitStack creates a Nookal_Claims__c custom module in Zoho to store claim history, linked to the Contact. Claim status values are mapped as pick-list custom fields.

Nookal clinical notes contain structured clinical data that does not map cleanly to Zoho CRM's flat Notes object. FlitStack exports clinical notes as PDF attachments linked to the Contact record. For practices that need structured data, a Zoho Creator sub-form can be configured post-migration as a manual rebuild option.

Nookal appointment types (Initial Consultation, Follow-up, Group Session, NDIS Plan Review) map to Zoho CRM Service__c as a custom pick-list field on Events, or to Zoho Products if the practice bills per service type. Each appointment type value is mapped value-by-value.

Nookal NDIS plan details—plan number, start date, end date, and NDIA manager contact—have no native Zoho CRM field. FlitStack creates NDIS_Plan_Number__c, NDIS_Plan_Start__c, NDIS_Plan_End__c, and NDIS_Manager__c as custom fields on the Contact record via the Zoho CRM v8 field creation API. These fields enable automated plan‑expiry alerts using Zoho Workflow Rules and allow staff to view NDIS participant status without manual lookup, which is a high‑priority mapping for NDIS‑registered allied‑health practices.

Nookal referral source records—such as GP referral, self‑referred, NDIS, and private health—map to Zoho CRM’s Lead Source pick‑list on Contact. FlitStack reads the Nookal referral type and creates a value‑by‑value mapping to the matching Zoho pick‑list entry, adding any missing pick‑list values via the Zoho CRM v8 API before migration. This preserves the original referral label and supports segmentation and reporting without manual entry.

Nookal private health insurer name and policy number fields map to Insurer_Name__c and Health_Policy_Number__c as custom text fields on the Contact record. Insurer‑specific claim notes are migrated as Text Area custom fields, preserving detailed claim information for reference. These fields enable reporting on private health coverage and tracking of insurer interactions within Zoho.