Migrate from Accelo to Zoho CRM

Accelo Company records export via the /affairs endpoint with full support for custom fields and categories. We map company name to Account Name, address fields to Billing Address, industry to Industry picklist where values align, and employee count to Number of Employees. Company-level custom fields from Accelo's API map directly to Zoho CRM custom fields on Account. The company identifier is preserved as accelo_company_id__c for reconciliation.

Accelo Contact records export via /contacts with first name, surname, email, phone, and custom fields. We map to Zoho CRM Contact with first name, last name, email, phone, and mobile preserved. Contact-to-company association resolves to the Account via a lookup on the Company-to-Account mapping. Accelo custom fields on Contacts map to Zoho CRM custom Contact fields. Email serves as the dedupe key.

Accelo Deals export via the Sales API with deal value, stage, owner, and custom fields. We map to Zoho CRM Potential (Opportunity equivalent). The Accelo pipeline field maps to Zoho's Stage picklist; stage probability percentages transfer to the Stage Probability field in Zoho. Closed-won and closed-lost dates transfer as the Deal Close Date. Owner assignment resolves via email match to the Zoho CRM user.

Accelo pipeline stages (appointmentscheduled, qualifiedtobuy, presentationscheduled, decisionmakerboughtin, contractsent, closedwon, closedlost) map to Zoho CRM Stage picklist values. We configure the Zoho Stage picklist during migration setup to match the customer's existing Accelo stage names, and probability percentages transfer verbatim.

Accelo Jobs are the core project delivery object. Jobs with phases and milestones map to Zoho Projects if the customer licenses Zoho Projects; Jobs without phases map to Zoho CRM Potentials (Deals) if the use case is primarily sales pipeline tracking. We make this determination during scoping based on the customer's primary use of the Job object. Job phases become Zoho Project sub-tasks or milestones depending on the destination module.

Accelo Tasks export from /tasks with assignees, checklists, due dates, and custom fields. Checklist items within tasks become sub-task rows in Zoho CRM. Task status values (not started, in progress, waiting, completed) map to Zoho CRM Task Status. Assignee assignment resolves via the Staff-to-User mapping. Task custom fields not on the API are flagged for manual post-migration entry.

Time entries export via /time with billable flags, rates, and associations to Jobs and Tasks. No bulk endpoint exists in Accelo, so large time entry sets require API pagination. We preserve billable/non-billable status, hourly rate, and total duration. Time entries associated with Jobs migrate to Zoho Projects Time Logs if Zoho Projects is licensed; otherwise they migrate as Task-linked records with duration and billable flag in custom fields.

Accelo Staff records export via /staff and map to Zoho CRM Users. Accelo distinguishes Staff (delivery users) from broader User records; we flag permission reconfiguration requirements in the handoff document. Active Staff records map to active Zoho Users; inactive Staff map to inactive Zoho Users. Owner assignment on records resolves by email match.

Accelo Tickets export via /tickets with status, priority, type, assignee, and description. Ticket custom fields and categories are fully supported via the API. We map to Zoho CRM Case if the destination stays within CRM, or to Zoho Desk Ticket if the customer licenses Zoho Desk. Ticket statuses map to Case Status or Ticket Status depending on destination. Conversations migrate as Notes attached to the Case or Ticket.

Attachments on Jobs, Tasks, and Tickets export via /attachments. File content is fetched individually via the API. We download and re-upload attachments to Zoho CRM, preserving filename, linked object association, and upload timestamp. Large attachment sets require sequential API calls; we schedule these during off-peak migration windows.

Accelo Leads export via the Sales API with source, status, owner, and custom fields. We map to Zoho CRM Lead with source preserved in a custom field, status mapped to Zoho Lead Status picklist values, and owner resolved via email match. Accelo leads that have been converted to Contacts in Accelo are handled as Contacts, not Leads, in Zoho.

Accelo Retainers are a compound object combining contract terms, prepaid balance, and billing rules. We separate Retainer metadata (contract dates, client, value) from associated Invoice and time entry records. Zoho CRM has no native Retainer object; we document Retainer terms in a written handoff and recommend Zoho Books or a manual contract tracking process as the destination. Associated Invoice records are flagged for separate migration to Zoho Books if the customer licenses it.