Migrate from Pulse Digital Clinic to Zoho CRM

Pulse patient records split into Zoho CRM Leads (unconverted referrals and inquiries) and Contacts (active patients). The split is based on a contact_status custom field: active patients land as Contacts linked to an Account; new inquiries land as Leads awaiting assignment.

Pulse EMR data — encounter summaries, diagnoses, allergy lists, prescription history — has no direct Zoho CRM equivalent. We create a custom module Medical_History__c in Zoho CRM and populate each record as a lookup linked to the Contact record. E-prescribing data is stored as a separate custom multi-line field.

Pulse appointment records (date, time, physician, type) map to Zoho CRM Tasks (for standalone tasks like follow-ups) and Events (for scheduled encounters with start/end times). Physician assignment maps to Zoho user lookup via email resolution. Multi-physician appointments generate multiple Event records.

Pulse billing records — invoice amounts, payment status, outstanding balance — map to Zoho CRM Potentials with the total billed amount in the Amount field, a custom payment_status pick-list, and an Invoices module record. Multi-line invoices are decomposed into Potentials with Products line items in Zoho.

Pulse campaign management (outreach, patient reminder sequences) has no Zoho CRM analogue at the CRM level. We preserve campaign names, audience segments, and schedule metadata as a custom Campaign_Audit__c field on Contact records. Marketing sequences must be rebuilt in Zoho Campaigns or a dedicated marketing automation tool.

Pulse in-system chat logs and messaging history migrate as Zoho CRM Notes linked to the relevant Contact or Lead record. Original timestamps and sender identifiers are preserved in the Note body. If Pulse stores attachments in chat threads, those are migrated as Salesforce Files-equivalent attachments in Zoho.

Pulse e-prescribing records store drug name, dosage, prescriber, and date. Zoho CRM has no native prescription module — we create a Prescription_History__c custom module with drug_name, dosage, prescriber_id (lookup to User), and date_prescribed fields, linked to the Contact record. This custom module functions as a historical archive for prescription data since Zoho CRM lacks native e-prescribing workflow capabilities.

Pulse CSV exports (the only extraction path on Starter tier) are ingested, parsed, and re-formatted to match Zoho CRM field API names. Relationships are reconstructed during import by matching foreign keys. Large exports are chunked to respect Zoho Bulk API limits by plan tier.

Pulse physician identifiers resolve to Zoho CRM User records via email match. Unmatched physicians are flagged before migration — you either invite them as Zoho users or assign their records to a fallback physician owner. Multi-physician records create multiple Event assignments per appointment.

Pulse historical reporting aggregates encounter counts, revenue, and patient satisfaction. We surface these as custom numeric fields on Contact records (total_encounters__c, lifetime_value__c) and configure Zoho Analytics reports post-migration. Existing Pulse report definitions cannot be imported — they must be recreated as Zoho Custom Reports.