Migrate from PracticeHub to Zoho CRM

PracticeHub Patient records map directly to Zoho CRM Contacts. The patient's name, email, phone, address, and date-of-birth fields migrate as direct field-level matches. Any custom fields on the Patient object migrate as Zoho CRM custom fields on Contact — your Zoho admin must pre-create these fields before the migration run using the custom-field checklist we provide.

If the PracticeHub Patient has a status flag indicating 'prospective' (not yet seen), that record routes to Zoho CRM Lead instead of Contact. The Lead Status pick-list is set to a configurable default (e.g., 'New') and can be remapped value-by-value if your PracticeHub uses custom status labels.

PracticeHub clinic or organization records (the clinic the patient belongs to) map to Zoho CRM Accounts. The Account Name, website, phone, industry, and address fields are direct matches. Multi-location hierarchies map via the Parent Account field in Zoho CRM, preserving the full organizational structure when migrating multi-location clinic groups.

Each PracticeHub Appointment becomes a Zoho CRM Event. The Event Subject, Start DateTime, End DateTime, and practitioner OwnerId are mapped directly. Appointment status (scheduled, completed, cancelled) migrates as a custom pick-list field Appointment_Status__c since Zoho Events don't have a native status field.

Some appointment types (e.g., follow-up tasks, recall reminders) don't have a fixed start/end time and are better represented as Zoho CRM Tasks. We split on the appointment type field: 'task-type' appointments route to Tasks with Subject and Due Date; time-blocked appointments route to Events.

Treatment plans and clinical procedures have no direct Zoho CRM equivalent. We create a custom module named Treatment_Plans_C in Zoho CRM, mirroring the fields from PracticeHub (procedure name, date, notes, cost). A lookup field on Contact links each treatment plan to the patient record.

Prescription records carry medication name, dosage, frequency, and start/end dates — none of which map to standard Zoho CRM fields. A custom Prescriptions_C module is created with these fields and linked to Contact via a lookup. Historical prescriptions are preserved as read-only records.

PracticeHub invoices map to Zoho CRM Deals. The invoice total becomes the Deal Amount, invoice number becomes Deal_Name. If the invoice is paid, the Deal Stage is set to 'Closed Won'; if outstanding, stage is set to 'Proposal' or your equivalent. Line items are preserved as custom fields on the Deal since Zoho Deals don't natively support line-item tables.

PracticeHub practitioner and staff records are matched to Zoho CRM Users by email address. Unmatched practitioners are flagged before migration — you can either invite them as Zoho CRM users or reassign their records to a fallback owner. Practitioner specialty and role are stored as custom fields on the User record.

Files attached to Patient records (lab reports, diagnostic images, consent forms) are downloaded from PracticeHub and re-uploaded to the corresponding Zoho CRM Contact record via the Attachments API. Files exceeding Zoho's 25MB per-file limit are flagged for manual handling — we provide a list of oversized files in the migration report.

Clinical notes stored in PracticeHub migrate as Zoho CRM Notes attached to the relevant Contact record. The Note Body preserves the original text, and the Created Date is set to the original PracticeHub creation timestamp. Rich-text formatting is flattened to plain text since Zoho Notes don't support full HTML.

Any custom objects configured in PracticeHub are migrated to Zoho CRM custom modules. If the custom object uses a relationship to Patients, we create a lookup field in Zoho CRM's corresponding custom module to maintain the relationship. Custom module API names follow Zoho's _C suffix convention.

PracticeHub automations (appointment reminders, recall sequences, patient-intake flows) cannot be extracted via API and therefore cannot migrate. We export your automation definitions as a rebuild reference document so your Zoho admin can reconstruct them using Zoho Blueprint or Workflow Rules.

Reports and dashboards built in PracticeHub are not transferable. Underlying data migrates completely, so you can rebuild Zoho-native reports from the same data after go-live. We document the field names and modules used by your existing reports to speed up the rebuild.