When your clinic moves from the Treatment Planner to the full DentClosers CRM, you can bring your patients and their history straight from Zoho CRM — no export files. The Treatment Planner never reads phones or emails from Zoho; this one-time import is the only exception, and only with your consent.

First: full access in Zoho

DentClosers must be able to see every field of Leads, Contacts and Deals — hidden fields included — so nothing is left behind.

  1. In Zoho, use a user whose profile sees every field (the Administrator profile does). For another profile, show the hidden fields in Zoho under Setup → Profiles → Field permissions.
  2. Click Reconnect Zoho for the import and log in with that user. DentClosers checks the field permissions at once and lists, per module, any field that is still hidden. Fix them in Zoho and click Check again until you see Full access confirmed.

Step 1: request the upgrade (clinic admin)

  1. Go to Billing and, under Need leads, deals and WhatsApp too?, click Request the upgrade.
  2. Enter your team size and current CRM. Under Your existing patients and leads, choose Import from our Zoho.
  3. Complete the full-access check above, tick the consent box, and click Send request.

Nothing changes yet: our team contacts you, plans the move with you and switches your account when everything is ready.

Step 2: run the import (after the switch)

Open Settings → Import data. The Import directly from Zoho panel is there for clinic admins and managers while your Zoho connection is in place.

  1. Click See what will be imported to get the number of leads, contacts, deals and notes.
  2. Map each Zoho lead status → DentClosers status (an unmapped status arrives as New Lead) and each Zoho deal stage → DentClosers stage (unmapped stages get a default stage).
  3. Map each Zoho user → DentClosers user. Matching emails are pre-selected — invite missing teammates first, with the same email as in Zoho, so their records keep their owner.
  4. Choose the Status for Zoho contacts. Keep Also import notes… ticked to bring the notes and keep every other Zoho field as a note on the record.
  5. Click Start the import. It runs in the background.

Safe to re-run, easy to undo

Records are matched by their Zoho ID, so running the import again updates them instead of creating duplicates. If a run stops, what was imported stays — run it again to continue. Records without a usable phone number are counted as not imported. Every run appears in Import history, where Undo import deletes the records that run created.