Migrate from Upvio to Freshsales

Upvio practitioners map to Freshsales users (matched by email for owner resolution). Practitioner profile fields — specialty, license number, bio — migrate as custom fields on a practitioner contact record so the data remains accessible in Freshsales after user creation.

Upvio patient records migrate directly to Freshsales contacts. All standard patient fields (name, email, phone, date of birth, address) map to Freshsales Contact fields. Patient status and health flag fields become custom fields on the contact record. Each patient's original Upvio ID is preserved in a custom traceability field to support delta-run matching and de-duplication during future synchronization windows.

Upvio appointments become Freshsales Tasks (for calls and tasks) or Events (for scheduled meetings). Appointment type, duration, practitioner link, and status migrate as custom fields on the activity record. The patient contact is set as the TaskWhoId or EventWhoId, linking each activity to the relevant patient record in Freshsales for complete appointment history tracking.

Upvio forms and intake questionnaires create a Freshsales custom object named 'Form_Submission__c' linked to the Contact. Each form's field set becomes a custom field on the object. Freshsales plan custom-field limits (Growth: 10, Pro: 100) determine whether all fields migrate or are prioritized.

Vitals AI biometric scan results — heart rate, HRV, blood pressure trends, stress indicators — migrate to a 'Vitals_Record__c' custom object linked to the Contact record. Each scan metric (scan_date, metric_type, value, confidence_score) becomes a custom field. This object requires Freshsales Pro or Enterprise for 100+ custom fields.

FaceScan templates and results migrate to a 'FaceScan__c' custom object linked to Contact. Fields include scan_date, template_name, scan_status, and any output metrics. If the Upvio FaceScan stores image references, those URLs are preserved as text fields pointing to Upvio's storage.

Upvio appointment types with pricing can map to Freshsales Deals so the practice has a revenue pipeline. The appointment type name becomes the Deal name, price becomes the Deal amount, and status maps to Deal stage. This requires creating Freshsales Deal custom fields for appointment-specific attributes (service_category, duration_minutes).

Upvio files attached to patient records or appointments are downloaded and re-uploaded to Freshsales Files, associated to the corresponding contact or activity. File size limits per Freshsales plan apply — Growth includes 2GB per user; Pro includes 5GB per user.

Upvio allows a patient to have relationships with multiple practitioners (primary practitioner, referring practitioner). These map to Freshsales Account Contact Relationships when a patient has a primary organization, or to a custom junction object 'Practitioner_Patient_Rel__c' for role-specific associations. The junction object includes a role pick-list (Primary, Referring, Consulting) to preserve the nature of each practitioner-patient relationship in Freshsales.

Upvio billing records (if exported) migrate to a 'Invoice__c' custom object linked to Contact and optionally to a Deal. Fields include invoice_number, amount, status, payment_method, and issued_date. Standard Freshsales does not have an invoices module — this is recreated as a custom object.