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Data conversion information for Cornerstone: Data of staff user accounts

The data conversion process converts your data from Cornerstone to ezyVet. It is important that you know how the data conversion process converts data of staff user accounts to ezyVet. For example, it is important that you know how the data conversion process converts registration numbers of staff members.

Figure 1. Example of a converted Cornerstone user account of a staff member

Example of a converted Cornerstone user account of a staff member
This table shows:
  • The different types of data that a practice manager can use to configure staff user accounts of Cornerstone
  • If the data conversion process can convert the boarding record data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
Cornerstone dataDoes convert?Notes
Staff user accounts.YesThe data conversion process converts records of staff user accounts. After the data conversion process is completed, ezyVet automatically makes ezyVet user accounts for staff members. This image shows examples of configured staff user accounts in ezyVet:
Example of staff user accounts
The staff ID of a staff user account.
The Staff ID box
YesThe data conversion process converts the staff ID of a staff user account. After the data conversion process is completed, the Login Name (Your Email Address) box of the ezyVet user account shows the staff ID as a sign-in email address:
The Login Name (Your Email Address) box
Note: The data conversion process automatically adds @ezyvet.com to the staff ID.
The status of a staff user account.
The Status box
YesThe data conversion process converts the status of a staff user account. If the record of the staff user account has the Active status in Cornerstone, the data conversion process converts the staff user account.
If the record of the staff user account has the Inactive status in Cornerstone, the data conversion process:
  • Converts the record of the staff user account
  • Automatically deactivates the record of the staff user account in ezyVet
The classification of a staff user account.
The Classification box
NoThe data conversion process cannot convert the classification of a staff user account. An ezyVet staff user account does not have an equivalent setting. But if the Classification box of the user account is set to Doctor, the data conversion process:
  • Automatically selects the Salesperson setting of the equivalent ezyVet user account
  • Automatically selects the Vet setting of the equivalent ezyVet user account
The title of a staff user account.
The Title box
NoThe data conversion process cannot convert the title of a staff user account. An ezyVet user account does not have an equivalent setting.
The name of a staff user account.
The First box, the MI box, and the Last box
YesThe data conversion process converts the name of a staff user account. After the data conversion process is completed, the Name box of the ezyVet user account shows the name:The Name box
Note: The data conversion process cannot convert the middle name of a staff user account.
The address of a staff user account.
The Address boxes, Postal Code box, and City box
NoThe data conversion process cannot convert the address of a staff user account. You cannot use an ezyVet user account to record the address of a staff member. If it is necessary to record the address of a staff member, you can make a staff contact record.
The license number of a staff user account.
The License # box
YesThe data conversion process converts the license number of a staff user account. After the data conversion process is completed, the Registration Number box of an ezyVet user account shows the license number:
The Registration Number box
The Drug Enforcement Administration (DEA) registration number of a staff user account.
The DEA # box
YesThe data conversion process converts the DEA registration number of a staff user account. After the data conversion process is completed, the DEA Registration Number box of an ezyVet user account shows the DEA registration number:
The DEA Registration Number box
The phone number of a staff user account.
The Phones section
NoThe data conversion process cannot convert the phone number of a staff user account. After the data conversion process is completed, a practice manager can use the Mobile Number box of the ezyVet user account to record the phone number:The Mobile Number box
User defined prompts of a staff user account.
The Prompts/answers section
NoThe data conversion process cannot convert user defined prompts of a staff user account. An ezyVet user account does not have an equivalent setting.
Notes of a staff user account.
The Note section
NoThe data conversion process cannot convert notes of a staff user account. An ezyVet user account does not have an equivalent setting.
The signature of a staff user account.
The Signature section
NoThe data conversion process cannot convert the signature of a staff user account. After the data conversion process is completed, you can add a signature to a staff member's ezyVet user account:
The Email Settings section
Note: For more information, refer to Add a signature to a staff member's ezyVet user account.