Migrate from The Dental System to Pipedrive

The Dental System patient records map directly to Pipedrive Persons. Patient name, date of birth, contact information, and address fields transfer as Person fields. Original patient ID preserved as Source_System_ID__c for traceability and delta-run deduplication.

Street address, city, state, and postal code from The Dental System map to Pipedrive's address subfields on Person. Multiple addresses (mailing vs. billing) require Pipedrive custom address fields if both are needed in the same record.

Primary phone, mobile phone, and email from The Dental System map to corresponding Pipedrive Person fields. Additional phone numbers stored as Pipedrive custom fields since Pipedrive Person supports limited phone slots by default.

The Dental System appointments map to Pipedrive Activities. Scheduled appointment date and time become Activity due dates. Appointment type (cleaning, consultation, procedure) becomes Activity subject with type stored in custom field. Completed appointments become completed Activities with original timestamps preserved.

Treatment plans in The Dental System often contain multiple proposed procedures with associated values. We create a Pipedrive Deal representing the total treatment plan value, with procedure details stored as custom fields on the Deal and Person. Deal stage reflects treatment plan status (Proposed, Accepted, In Progress, Completed).

The Dental System insurance carrier, policy number, and coverage details have no native Pipedrive equivalent. We create custom fields on Person for Insurance_Carrier__c, Policy_Number__c, and Coverage_Type__c. This data is preserved for reference but Pipedrive doesn't have a native insurance workflow model.

Clinical notes from The Dental System transfer as Pipedrive Notes attached to the Person record. Original note date and author preserved. Notes are not searchable in Pipedrive's default full-text search but appear in record detail views and can be included in custom reports.

Prescription data from The Dental System migrates as custom fields on Person (Prescription_Date__c, Prescription_Medication__c, Prescription_Notes__c). Pipedrive has no native prescription object, so this data serves as historical reference only.

Referring dentist or referral source in The Dental System maps to a Pipedrive Organization record representing the referring practice. A custom field on the Person (Referral_Source_ID__c) links back to the source organization for reporting on lead source effectiveness.

Account balance, last payment date, and outstanding amounts from The Dental System ledger transfer to Pipedrive custom fields (Account_Balance__c, Last_Payment_Date__c, Outstanding_Amount__c). Pipedrive is not a billing system so these serve as reference data only.

The Dental System provider and staff records are resolved by email match against Pipedrive users. Unmatched providers are flagged and assigned to a fallback Pipedrive user. Provider specialties are stored as a custom field on the Pipedrive user profile for routing purposes.

The Dental System staff member assigned as patient's primary contact resolves to Pipedrive Person owner via email match. This ensures follow-up tasks and activities route to the correct team member in Pipedrive.

Completed procedures from The Dental System map to Pipedrive Activity records with procedure codes and notes in custom fields. Procedure date becomes Activity due date. This creates a searchable procedure history attached to the Person record without using Pipedrive's native deal model.

The Dental System recall appointments (e.g., 6-month cleaning reminders) become Pipedrive Activities with future due dates. A custom field (Recall_Type__c) distinguishes hygiene recall from other appointment types so your team can filter recall activities in Pipedrive's list view.