CRM Migrations
Switch CRMs without losing a single patient record.
Whether you're migrating from Salesforce, a legacy system, spreadsheets, or paper — we move your data cleanly into Cliniko, Nookal, Halaxy, or whichever health CRM fits your practice.
The problem
Migration is terrifying — that's why most practices put it off.
Years of patient history, appointment data, financial records, and clinical notes — all trapped in a system that no longer serves you. Most practices put off the switch for years because the risk of data loss feels too high. We take that risk off the table.
What we migrate
Everything you've recorded, brought across cleanly.
- Patient demographics and contact details
- Appointment history and practitioner assignments
- Invoice and payment records
- Treatment note metadata and categories
- Product and service catalogues
- Custom fields and tags
- Referral source data
- Medicare/DVA claim history (where supported)
From
Platforms we migrate from
- Salesforce Health Cloud
- Practice management legacy systems (Genie, PPM, Shexie)
- Custom-built databases and Access systems
- Spreadsheet-based practices (Excel, Google Sheets)
- Other health CRMs (Nookal, Halaxy, Jane App, Power Diary)
- Paper-based practices (we digitise and import)
To
Platforms we migrate to
- Cliniko
- Nookal
- Halaxy
- Other platforms by request
Our migration process
Five steps. Reversible at every checkpoint.
- 01
Audit
We export and analyse your current data. Map every field, flag gaps, and document the transformation rules.
- 02
Test migration
Run a full migration into a sandbox environment. You review the results before anything touches production.
- 03
Validation
Automated checks compare source and destination record-by-record. We generate a reconciliation report you can verify.
- 04
Go-live
Cutover on your schedule, typically over a weekend. Parallel-run period available for complex migrations.
- 05
Post-migration support
30 days of included support. If something's off, we fix it.
Pricing
Fixed price, after the audit.
Every migration is scoped individually based on data volume, complexity, and source system. We provide a fixed-price quote after the initial audit — no hourly billing, no surprise invoices. Discovery calls are free.
Book a free migration assessmentSee it in practice
See how we've helped other practices migrate.
Real projects, real numbers. Read our case studies for a sense of scope, timeline, and outcomes.
Thinking about a platform change?
We'll audit your current system and tell you honestly what's involved. No commitment.
Book an assessment