The data conversion process converts your data from Cornerstone to ezyVet. It is important that you know the data conversion process converts data of client records to ezyVet. For example, it is important that you know how the data conversion process converts phone numbers and email addresses of client records.

This table shows:

• The different types of data of a Cornerstone client record
• If the data conversion process can convert the data
• Information about how ezyVet shows your organization's data after the data conversion process is completed

Cornerstone	Can convert?	Notes
Records of clients.	Yes	The data conversion process converts records of clients. After the data conversion process is completed, ezyVet automatically makes client contact records. This image shows an example of client contact records in ezyVet:
The status of a client record.	Yes	The data conversion process converts the status of a client record. If the client record has the Active status in Cornerstone, the data conversion process converts the client record. If the client record has the Inactive status in Cornerstone, the data conversion process: Converts the client record to a client contact record in ezyVet Automatically deactivates the client contact record
The classification of a client record.	Yes	The data conversion process converts the classification of a client record to a tag in the Class tag category. After the data conversion process is completed, the Class box of the Tags section of a client contact record shows the Classification box's data as a tag:
The type of a client record.	No	The data conversion process cannot convert the type of a client record. A client contact record in ezyVet does not have an equivalent setting.
The client's title.	Yes	The data conversion process converts the client's title. After the data conversion process is completed, the Title box of the applicable client contact record shows the client's title:
The client's first name.	Yes	The data conversion process converts the client's first name. After the data conversion process is completed, the First Name box of the applicable client contact record shows the client's first name:
The client's middle initial.	No	The data conversion process cannot convert the client's middle initial. A client contact record in ezyVet does not have an equivalent setting.
The client's last name.	Yes	The data conversion process converts the client's last name. After the data conversion process is completed, the Last Name box of the applicable client contact record shows the client's last name:
Secondary names.	Yes	The data conversion process converts secondary names of the client. After the data conversion process is completed, the Secondary Contact section of the applicable client contact record shows the secondary names:
The client's address.	Yes	The data conversion process can convert the addresses of contact records. After the data conversion process is completed, an ezyVet contact record shows the address in the Physical Address section: Note: If necessary, staff can add a postal address to a contact record.
The client's email address.	Yes	The data conversion process converts the client's email address. After the data conversion process is completed, the Contact Methods section shows the client's email address:
The client's phone number.	Yes	The data conversion process converts the client's phone number. After the data conversion process is completed, the Contact Methods section shows the client's phone number:
The type of phone of the applicable phone number.	Yes	The data conversion process converts the type of phone that is related to the phone number (for example, a home phone). After the data conversion process is completed, the Type box of the applicable contact record shows the type of phone: Note: If you set the Location box to landline or fax, the data conversion process automatically sets the Type box to Landline or Fax. If the Location box shows something else, the data conversion process automatically sets the Type box to Mobile.
The patients related to a client record.	Yes	The data conversion process converts the relation between clients and patients. After the data conversion process is completed, the Patients section of the applicable client contact record shows the patients related to the client contact record: Note: To show deactivated patient records that have a relation to the client record, you can use the Related Records tab.
User defined prompts of a client record.	Yes	The data conversion process converts user defined prompts that are related to the client record. After the data conversion process is completed, the Tags section of the applicable client contact record shows the prompts. Note: If the prompt is for a client's date of birth, the data conversion process automatically enters the data into the Date of Birth (Primary Contact) box. The data conversion process converts alerts of a client record. After the data conversion process is completed, the Contact Notes box of a client contact record shows the applicable alerts:
Referrals of a client record.	Yes	The data conversion process converts referrals of the client record. After the data conversion process is completed, the Referred box of the Tags section shows the quantity of people that the client referred:
The configuration of the Tax exempt setting of a client record.	No	The data conversion process cannot convert the configuration of the Tax exempt setting. A client contact record in ezyVet does not have an equivalent setting.
The configuration of the Credit code setting of a client record.	No	The data conversion process cannot convert the configuration of the Credit code setting. A client contact record in ezyVet does not have an equivalent setting. But after the data conversion process is completed, the Credit Code box of the Tags section shows the configuration of the Credit code setting:
The configuration of monthly charge settings of a client record.	No	The data conversion process cannot convert monthly charges. The equivalent feature in ezyVet is interest charges. Note: For more information about interest charges, refer to Interest charges.
The configuration of the Practice Affiliation setting of a client record.	Yes	The data conversion process can convert the configuration of the Practice Affiliation setting. The data conversion process uses the configuration of the Practice Affiliation setting to select the type of the ezyVet client contact record. Cornerstone practice affiliation configuration ezyVet Contact Type configuration not an employee Contact Type is set to Customer. a staff member Contact Type is set to Staff Member. a doctor on staff Contact Type is set to Staff Member and Vet.
Client communications.	Yes	The data conversion process converts client communications. After the data conversion is completed, the Communications section of the Communications tab shows records of the communications. If you scheduled a client callback that is not completed, the Status column shows an orange hourglass icon. If you completed a client callback before, the Status column shows a green check mark icon:
The client's home practice.	Yes	The data conversion process converts the data of the Home Practice box. After the data conversion process is completed, the Department box shows the client's home practice.
Discounts of client records.	Yes	The data conversion process converts discounts of client records. After the data conversion process is completed, the Tags section shows the Cornerstone Discount Group tag category. The Cornerstone Discount Group tag category shows the applicable discount:
Client documents.	No	The data conversion process cannot convert client documents.