
SmartOffice

Oracle Health
Transfer contacts, companies, activities, and more from SmartOffice to Oracle Health. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Oracle Health 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
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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

Advancing how health happens
Oracle Health (formerly Cerner) provides a comprehensive suite of cloud-based healthcare solutions including EHR, CRM, patient engagement, and analytics. The platform integrates AI-powered clinical tools, voice-first workflows, and real-time patient insights to streamline care delivery and operational efficiency for healthcare organizations.
Comprehensive EHR with AI-powered Clinical Digital Assistant

"Advancing how health happens"
Oracle Health (formerly Cerner) provides a comprehensive suite of cloud-based healthcare solutions including EHR, CRM, patient engagement, and analytics. The platform integrates AI-powered clinical tools, voice-first workflows, and real-time patient insights to streamline care delivery and operational efficiency for healthcare organizations.
Ideal for: Healthcare providers, payers, and public health organizations seeking unified, AI-powered clinical and operational solutions.
Comprehensive EHR with AI-powered Clinical Digital Assistant
Voice-first interface for clinical documentation
FHIR R4 API compliance with robust developer program
Integrated patient portal and self-scheduling
Learn more at
oracle.com
See exactly which data objects transfer from SmartOffice to Oracle Health


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Oracle Health.
Explore other popular CRM migrations similar to SmartOffice to Oracle Health
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com