Migrate from aACE to Zoho CRM

aACE Accounts (the primary customer and vendor record) map directly to Zoho CRM Accounts. The Account carries billing and payment terms and links to all Orders, Invoices, and Purchase Orders. We map Account Name, Phone, Billing Address, Shipping Address, and the primary contact reference. Multi-location Accounts in aACE map to separate Zoho Account Location records under the same parent Account.

aACE Items (SKU, description, unit cost, pricing tiers) map to Zoho CRM Products. We preserve Product Code, Description, Unit Price, and any pricing tier data as Zoho custom fields because the standard Product2 object holds a single list price. Items that link to Sales Orders and Invoices as line items are resolved during the Order migration by Product Name lookup.

aACE Sales Orders map to Zoho CRM Deals. The Order header (Customer Account, Order Date, Ship Date, Total Amount, Status) maps to Deal fields. Line items map to Deal Line Items or to a custom Zoho Quotes module if the customer uses Zoho's quoting workflow. Open orders migrate before closed historical orders so the A/R team has current pipeline data immediately at cutover.

Each aACE Sales Order Line Item (Item reference, quantity, unit price, discount, line total) maps to a Zoho Deal Line Item. We resolve the Product reference by matching Item Name to Zoho Product Name. Discount amounts and percentages migrate as Zoho custom fields on the line item record.

aACE A/R and A/P Invoices map to Zoho CRM Invoices. Open invoices with outstanding balances migrate first to preserve the A/R collection workflow. We map Invoice Number, Invoice Date, Due Date, Total Amount, Balance Due, and Payment Terms. Closed historical invoices migrate separately in fiscal-period batches to manage file size and allow customer review of each period before the next batch.

aACE Purchase Orders map to Zoho CRM Purchase Orders or to a custom Purchase Orders module depending on whether the destination Zoho edition includes Zoho Finance. We map PO Number, Vendor Account, PO Date, Expected Delivery Date, Line Items, and received quantities. Partial receipts are preserved as-is at migration time; the receiving workflow resumes post-migration in Zoho.

aACE Projects (job header linking to Tasks, Time entries, and billing records) map to Zoho Tasks under the parent Account or Deal, or to a custom Zoho Projects module if the customer licenses Zoho Projects separately. Project status, assigned User, and budget fields migrate as custom fields on the Task or custom module. The customer chooses the target module during scoping.

aACE Tasks (unit-of-work records linked to Projects and optionally to Accounts and Orders) map directly to Zoho CRM Tasks. We preserve Task Subject, Status, Priority, Due Date, Assigned User, and any custom flag fields. High-volume task exports use the FileMaker cache table in batches of 500 records to avoid memory pressure on the source FileMaker instance.

aACE Employee records (name, role, department, email, phone) map to Zoho CRM Contacts with an Employee record type tag distinguishing them from customer Contacts. The employee's aACE User account maps to a Zoho CRM User by email match during the Owner resolution phase.

aACE supports multiple locations per Account, each with its own address and contact. Each location migrates as a separate Zoho Account Location record linked to the parent Account. The primary location address becomes the Account Billing Address; secondary locations are added as Account Location subrecords.

aACE custom fields on standard objects (Accounts, Orders, Items) are discovered from FileMaker layout definitions during scoping and pre-created in Zoho CRM as typed custom fields. Field types are matched: aACE text fields to Zoho Single Line or Multi Line, aACE number fields to Zoho Big Integer or Decimal, aACE date fields to Zoho Date. Custom fields without a destination equivalent are written as Multi Line text fields with the original field name in the label.