The data conversion process converts your data from Cornerstone to ezyVet. It is important that you know how financial data is converted into ezyVet. For example, it is important that you know how the data conversion process converts client invoices into ezyVet.

Invoice records

The data conversion process converts all of your organization's invoice records.

This table shows:

• The different types of data of Cornerstone invoice records
• If the data conversion process can convert the financial data
• Information about how ezyVet shows your organization's data after the data conversion process is complete

Cornerstone data	Can convert?	Notes
Invoice records.	Yes	The data conversion process converts invoice records. After the data conversion process is complete, the Invoices screen of the Financial tab shows your organization's invoice records.
The invoice number of invoice records.	Yes	The data conversion process converts the invoice number of invoice records. After the data conversion process is complete, the Comments section shows the Cornerstone invoice number: Note: The data conversion process automatically gives each invoice a new invoice number. If necessary, you can use the search bar of the left sidebar to do a search for the Cornerstone invoice number.
The invoice type of invoice records.	No	The data conversion process cannot convert the invoice type of invoice records. ezyVet does not have an equivalent feature.
The receptionist that is related to the invoice record.	No	The data conversion process cannot convert the receptionist that is related to the invoice record. ezyVet does not have an equivalent feature.
The client of the invoice record.	Yes	The data conversion process converts the client of the invoice record. After the data conversion process is complete, the Client box shows the client contact record of the invoice record:
The patient of the invoice record.	Yes	The data conversion process converts the patient of the invoice record. After the data conversion process is complete, the Animal (optional) box shows the patient record of the invoice record:
Invoice line items of invoice records.	Yes	The data conversion process converts the invoice line items of invoice records. After the data conversion process is complete, the invoice record shows the applicable line items:

Estimate records

The data conversion process converts all of your organization's estimate records.

This table shows:

• The types of financial data of Cornerstone estimate records
• If the data conversion process can convert the financial data
• Information about how ezyVet shows your organization's data after the data conversion is complete

Cornerstone data	Can convert?	Notes
Estimate records.	Yes	The data conversion process converts estimate records. After the data conversion process is complete, the Estimates screen of the Financial tab show your estimate records.
The estimate number of estimate records.	Yes	The data conversion process converts the estimate number of an estimate record. After the data conversion process is complete, the EstimateName box shows the number of the estimate record:
Description.	Yes	The data conversion process coverts the description of an estimate record. After the data conversion process is complete, the EstimateName box shows the number of the description of the estimate record:
The client of the estimate record.	Yes	The data conversion process converts the client of an estimate record. After the data conversion process is complete, the Client box shows the client of the estimate record:
The patient of the estimate record.	Yes	The data conversion process converts the patient of an estimate record. After the data conversion process is complete, the Patient (optional) box shows the patient of the estimate record:
Line items of estimate records.	Yes	The data conversion process converts the line items of estimate records. After the data conversion process is complete, the estimate record shows the applicable line items:
The minimum value of an estimate record.	Yes	The data conversion process converts the total low value of an estimate record. After the data conversion process is complete, the Total Amount box shows the total low value of an estimate record:
The maximum value of an estimate record.	Yes	The data conversion process converts the total high value of an estimate record. After the data conversion process is complete, the Total Amount box shows the total high value of an estimate record:

Other financial records

This table shows:

• The different types of financial data of your organization
• If the data conversion process can convert the financial data
• The equivalent feature in ezyVet if the data conversion process cannot convert the data

Cornerstone data	Can convert?	Notes
Payment types.	No	The data conversion process cannot convert records of payment types. After the data conversion process is complete, a practice manager can configure payment methods. Note: For more information, refer to About payment methods
Tax rates.	No	The data conversion process cannot convert records of different tax rates.
Discounts.	Yes	The data conversion process converts discounts. After the data conversion process is complete, ezyVet makes price adjustment rules: Note: The data conversion process only converts active discount records.
Write off information.	Yes	The data conversion process converts write off records. The data conversion process: Converts the applicable client record Converts the write off comment to the Contact notes box Disables the client contact record Adds a note to each invoice record related to the client contact record