UGRU Financial
Open Dental
Transfer contacts, activities, and more from UGRU Financial to Open Dental. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Open Dental 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
The complete CRM and financial planning suite for advisors
UGRU Financial is a FINRA-compliant CRM platform specifically designed for financial advisors and planners. It combines customer relationship management with integrated financial planning tools, accounting capabilities, and marketing automation.
FINRA-compliant with 256-bit encryption and automatic email journaling
Comprehensive dental practice management
Open Dental is highly customizable dental practice management software created by a dentist, offering appointment scheduling, patient records, billing, graphical tooth charting, and comprehensive eServices including patient portals and automated messaging.
Highly customizable at affordable price point
"Comprehensive dental practice management"
Open Dental is highly customizable dental practice management software created by a dentist, offering appointment scheduling, patient records, billing, graphical tooth charting, and comprehensive eServices including patient portals and automated messaging.
Ideal for: Dental practices of any size seeking affordable, highly customizable practice management with extensive integration options.
Highly customizable at affordable price point
RESTful API with multiple connection modes
Extensive third-party integration ecosystem
Dynamic graphical tooth charting
Learn more at
opendental.com
See exactly which data objects transfer from UGRU Financial to Open Dental
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Open Dental.
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Need to go the other way? We support bidirectional migrations.
Open Dental → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
