CRM migration
Field-level mapping, validation, and rollback between Zedmed and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Zedmed
Source
monday CRM
Destination
Compatibility
7 of 7
objects map 1:1 between Zedmed and monday CRM.
Complexity
BStandard
Timeline
3–5 days
Overview
Teams migrate from Zedmed to monday CRM when they need CRM-level relationship tracking, pipeline visibility, and quoting capabilities that Zedmed's practice-management model does not provide — or when consolidating onto a unified Work OS for both clinical administration and sales/referral pipeline management. The migration carries patient records, appointment histories, provider contacts, and billing/invoice data into monday CRM's flexible board structure. Each Zedmed entity maps to a Monday CRM object: patients become contacts, appointments become events, insurance providers become accounts, and invoice records become deals with payment status preserved as the deal stage. Custom fields — Patient ID, Medicare Number, IHI, provider type — map into Monday's custom columns using type-aware transformations. Zedmed workflows and automation triggers do not transfer; they must be rebuilt as Monday recipes. FlitStack AI sequences the migration so foreign keys resolve correctly (insurance providers before patients, patients before appointments) and runs a sample migration with field-level diff before the full cutover commits.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Zedmed object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Zedmed
Patient
monday CRM
Contact
1:1Each Zedmed patient becomes a monday CRM contact. The patient's full name splits into FirstName and LastName; birth date, gender, address, phone, and email map directly. The original Zedmed Patient ID is stored as Source_Patient_ID__c for traceability. Multi-location patients land in the workspace under the board representing their primary clinic.
Zedmed
Appointment
monday CRM
Event
1:1Zedmed appointments map to monday CRM events with the original appointment date and time preserved in Start Date/Time and End Date/Time. Appointment status (confirmed, cancelled, no-show) maps to a custom Status column on the event. The appointment type (standard, long, procedure) is stored as a custom Appointment_Type column.
Zedmed
Provider
monday CRM
Contact
1:1Each Zedmed provider (GP, specialist, allied health) becomes a monday CRM contact. The provider's business name maps to the contact's Company Name; the provider type (GP, Specialist, Allied Health) maps to a custom Provider_Type column as a label. Referring provider relationships are preserved as Contact-to-Contact links or tags on the referred patient contact.
Zedmed
Invoice / Billing Record
monday CRM
Deal
1:1Each Zedmed invoice or billing record becomes a monday CRM deal. The invoice number maps to Deal Name; the total billed amount maps to the deal Amount field. Payment status (paid, unpaid, partial, refunded) maps to deal StageName using a value-mapping: Paid → Won, Unpaid → Lost (with a note), Partial → Negotiation. Medicare/insurance component is stored as a custom text field.
Zedmed
Insurance Provider
monday CRM
Account
1:1Health funds, Medicare, DVA, WorkCover, and TAC entities from Zedmed map to monday CRM accounts. The payer name maps to Account Name; the provider number (where present) maps to a custom Provider_Number__c column. This enables deal-level reporting by funding source in monday CRM's board views.
Zedmed
Referral Source
monday CRM
Custom Field on Contact
1:1Zedmed referral source data — referring practitioner name and referring organisation — is stored as custom text columns (Referral_Source_Name__c and Referral_Source_Organisation__c) on the patient contact record. Referral tracking enables monday CRM pipeline reporting by referral origin.
Zedmed
Attachment / File
monday CRM
monday CRM Files
1:1File attachments associated with Zedmed patient records (consent forms, referrals, clinical documents) are downloaded and re-uploaded to the corresponding monday CRM contact as Files, with the original filename preserved. Monday's file storage limits apply per plan.
| Zedmed | monday CRM | Compatibility | |
|---|---|---|---|
| Patient | Contact1:1 | Fully supported | |
| Appointment | Event1:1 | Fully supported | |
| Provider | Contact1:1 | Fully supported | |
| Invoice / Billing Record | Deal1:1 | Fully supported | |
| Insurance Provider | Account1:1 | Fully supported | |
| Referral Source | Custom Field on Contact1:1 | Fully supported | |
| Attachment / File | monday CRM Files1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Zedmed gotchas
No public API — database extraction requires Zedmed support
v39 forces ZedSMS-only SMS after upgrade
Clinical WP Templates require RTF format and may be incompatible
Browser cloud restrictions affect document printing
P1/P2/P3 private fee levels require explicit mapping
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Extract and profile Zedmed data
FlitStack AI connects to Zedmed via API or SFTP export (cloud or on-premise) to pull patient records, appointment histories, provider contacts, insurance provider lists, and billing/invoice data. We profile the export for field completeness, duplicate rates, and multi-location grouping before mapping begins. Any stale records or duplicates are flagged for your team to review.
Design Monday CRM board structure and custom columns
Based on the Zedmed data profile, we design Monday CRM boards — typically a Contacts board for patients and providers, a Deals board for invoices and billing, and an Activities board for appointments. Custom columns (Medicare_Number__c, IHI_Number__c, Provider_Type__c, Appointment_Status__c, Payment_Status__c) are pre-created in Monday before data lands so field mapping can reference live column IDs.
Map and validate field transformations
Every Zedmed field is mapped to a Monday CRM field or custom column with type-aware transformation notes. Healthcare identifiers (Medicare, IHI, provider numbers) use custom text columns. Payment status maps to deal StageName via a defined value-mapping table. We run a schema validation pass to confirm all required Monday columns exist and all required fields are mapped before any data is written.
Run sample migration with field-level diff
A representative slice of records — typically 100–500 covering patients, appointments, providers, and billing items across multiple locations — migrates first. We generate a field-level diff comparing source values to the Monday CRM records so you can verify appointment dates, Medicare number formatting, payment status mapping, and account resolution before the full run commits.
Full migration with delta pickup and audit log
The full Zedmed dataset migrates into Monday CRM with accounts and contacts created before deals (foreign key resolution order). A delta-pickup window (24–48 hours) captures any records created or modified in Zedmed between the initial export and the Monday go-live. Every operation is logged in an audit trail, and one-click rollback is available if reconciliation fails.
Platform deep dives
Zedmed
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Zedmed and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Zedmed and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Zedmed and monday CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Zedmed: Not publicly documented.
Data volume sensitivity
Zedmed doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Zedmed to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your Zedmed to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
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