Migrate your Weave data

Client records are the primary contact object in Weave, holding name, contact info, and demographic data. We map them 1:1 to Contacts or Patients in most destination CRMs with standard field mapping.

Patient records link to clients and contain species, breed, DOB, and medical chart references. We preserve the client-patient relationship during migration to maintain the correct ownership structure in the destination.

Appointment records include date, time, type, status, and assigned provider. We map appointment records to the destination's scheduling object and preserve the client and patient associations.

Treatment notes and clinical chart data vary widely in format. We extract structured fields where available and map free-text clinical notes carefully to preserve clinical history without data loss or truncation.

Invoice records include line items, amounts, status, and creation dates. We preserve invoice headers and line items to support financial reporting continuity in the destination.

Payment records link to invoices and include amount, date, and payment method. We map payment history to maintain a complete receivables picture in the destination.

Two-way texting is central to Weave but message history retention policies vary by plan. We flag any truncation of conversation threads during the scoping call and advise customers on what will and will not transfer.

Weave transcribes voicemails automatically. Transcript availability depends on the VoIP integration depth. We extract what is stored and map it to the appropriate communication log field in the destination.

Reminder rules and templates are configurable in Weave. We extract reminder configurations and map them to equivalent automation or workflow objects in the destination, noting any differences in trigger logic.

Insurance claim records include status, submission date, and carrier information. We map claim history to the destination's insurance or billing object, though field naming conventions vary significantly between platforms.

Weave supports custom fields on Clients, Patients, and Appointments. We extract all custom field definitions and values during discovery and map them to equivalent custom fields or properties in the destination.

File attachments on patient records and invoices are exported via Weave's document management system. We handle attachments as binary blobs mapped to the destination's document or file field, preserving original filenames.