
SmartOffice

NextGen Healthcare
Transfer contacts, companies, activities, and more from SmartOffice to NextGen Healthcare. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to NextGen Healthcare migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path

CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry

Better healthcare outcomes, amplified
NextGen Healthcare is an American software company providing electronic health record (EHR) and practice management systems for ambulatory care, featuring AI-powered documentation tools and comprehensive interoperability standards.
AI-powered ambient assist saving providers 2.5 hours per day

"Better healthcare outcomes, amplified"
NextGen Healthcare is an American software company providing electronic health record (EHR) and practice management systems for ambulatory care, featuring AI-powered documentation tools and comprehensive interoperability standards.
Ideal for: Ambulatory care practices and specialty healthcare providers seeking comprehensive EHR and practice management solutions.
AI-powered ambient assist saving providers 2.5 hours per day
Extensive RESTful API with 800+ routes
Comprehensive interoperability (HL7, FHIR, CCD, C-CDA)
Integrated practice management and billing
Learn more at
nextgen.com
See exactly which data objects transfer from SmartOffice to NextGen Healthcare


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to NextGen Healthcare.
Explore other popular CRM migrations similar to SmartOffice to NextGen Healthcare

Need to go the other way? We support bidirectional migrations.
NextGen Healthcare → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com