Migrate from Open Dental to Pipedrive

Open Dental's Patient table maps directly to Pipedrive Person. Fields including FName, LName, Birthdate, Address, City, State, Zip, HmPhone, WkPhone, and Email map to Pipedrive's name, phone, and email fields. Open Dental's PatNum is stored as Source_System_ID__c for traceability. This mapping ensures that each patient appears as a unique Person record with all standard contact details and a reference to the original PatNum for later reconciliation.

Open Dental tracks Family with a GuarantorPatNum link. Pipedrive has no family or guarantor concept. We create a custom field Family_Guarantor_PatNum__c on the Person record, preserving the guarantor link. Family members without a direct Pipedrive equivalent are cross-referenced via this custom field.

Open Dental's InsPlan table holds insurance carrier name, plan name, subscriber ID, and group number. We map InsPlan.CarrierName to a Pipedrive Organization record. The subscriber ID and group number become custom fields on the Person record linking the patient to that insurance Organization.

A patient with secondary insurance in Open Dental follows the same pattern as primary — a second InsPlan resolves to a second Organization record. Subscriber relationship (self, spouse, child) is stored as a custom field Secondary_Subscriber_Rel__c on the Person record.

PatPlan links patients to insurance plans withordinal values (1=primary, 2=secondary). We surface plan ordinal, subscriber ID, and group number as custom fields on the Person: Insurance_Primary_Plan__c, Insurance_Secondary_Plan__c, SubscriberID__c, GroupNum__c. Each PatPlan entry also carries a relationship code indicating whether the subscriber is self, spouse, or dependent, which we store in Subscriber_Relationship__c for complete insurance context.

Open Dental appointments (AptNum, ProvNum, Operatory, AptDateTime, Confirmed status) convert to Pipedrive Activities. Activity Type maps to 'Appointment'; Subject becomes the appointment date + provider name. Provider and operatory are stored as custom fields on the Activity since Pipedrive's Activity owner maps to the Open Dental provider.

ProcedureLog contains CDT codes, tooth numbers, surface, provider, treatment date, and fee. Pipedrive has no clinical object. We surface the last procedure date and a summary of recent CDT codes as custom fields; full procedure history is stored as a Pipedrive Note attached to the Person record.

Open Dental Provider records (ProvNum, Abbr, FName, LName, Specialty) have no Pipedrive equivalent. We create a Person record for each provider, tagged with a custom field Provider_Role__c set to 'Dental Provider', and optionally link them as Activity owners when appointments migrate.

Open Dental PatFields (FieldName, FieldValue) store custom per-patient data. We read PatFieldDefs to identify all custom field types (text, picklist, date, checkbox, currency) and recreate equivalent custom fields on the Pipedrive Person object. FieldType mapping: date to date picker, checkbox to boolean, currency to number, picklist to options.

Open Dental Referral source (RefNum, RefType, LName, FName) has no Pipedrive equivalent. We create a Person record for each referral source, tagged with Referral_Source__c = true, so the referral can be associated with patient records manually in Pipedrive. We also capture the original RefNum as a custom field (Source_System_RefNum__c) for audit traceability, allowing you to reference the original referral identifier in future reporting.