Migrate from Acquaint CRM to Zoho CRM

Acquaint contacts map directly to Zoho Contacts via email deduplication. Name, email, phone, job title, and address fields translate straightforwardly. Acquaint contacts without a linked company land as Zoho Contacts with no Account lookup — your team sets the primary company after review.

Acquaint companies map to Zoho Accounts — company name, website, address, and industry fields carry across. Multi-branch Acquaint companies map as parent-child Accounts using Zoho's Parent Account lookup. Industry values use a picklist value map since Acquaint and Zoho use different taxonomy.

Acquaint properties have no native Zoho equivalent. We translate each property listing into a Zoho Deal with custom fields for property address, postcode, type, bedrooms, price, and status. A Property_Link__c lookup field on the Deal references the Zoho Account representing the property owner.

Acquaint sales and lettings instructions map to Zoho Deals. Deal name, amount, stage, and close date translate directly. Acquaint deal stage values (e.g., 'Under Offer', 'Exchanged', 'Completed') map to Zoho Deal Stage pick-list values using a value-mapping table. Custom fields on the instruction record are transferred to the Deal via custom fields on the Zoho side, preserving the original instruction date, owner, and any attached notes for continuity.

Acquaint workflow rules and deal pipelines do not migrate as automation. We export Acquaint workflow definitions as a JSON map and deliver a Blueprint rebuild guide so your Zoho admin can reconstruct the logic in Zoho's visual process builder after data lands.

Acquaint tasks (call logs, meeting reminders, follow-ups) map to Zoho Tasks with original subject, due date, and owner preserved. Acquaint's task type (call, email, meeting) translates to Zoho's Task_Type__c custom field. Completed vs. open status maps directly. Task priority is stored in a custom field when needed, and any related notes are attached to the Zoho Task. Task dependencies are not transferred, as Zoho handles ordering via its own layout.

Acquaint property viewings and appointments map to Zoho Events with start/end times, related contact, and location fields preserved. Recurring viewings are squashed into single Event records per Zoho's bulk export behaviour. Event reminders and description fields are transferred, and viewing notes are attached. The mapping preserves the original host and links the Event to the corresponding Deal via the WhatId field, tying viewing history to the property transaction.

Acquaint notes map to Zoho Notes with content body and parent record link preserved. Rich-text formatting in Acquaint notes is converted to plain text to avoid rendering issues in Zoho's Notes module. Note tags or categories are stored in a custom field for reference. If the Acquaint note contains inline images, they are exported as separate file attachments and linked to the Zoho Note.

Acquaint attachments (floor plans, EPCs, contracts) are downloaded and re-uploaded to Zoho's Files module linked to the corresponding Deal or Contact record. Files over 25MB are flagged for manual upload since Zoho's default attachment limit is 25MB per file. The original file name and creation timestamp are preserved in the Zoho file metadata. Each version is uploaded as a separate file and linked to the same record.

Acquaint custom fields with no Zoho equivalent (portal access flag, original instruction type, property portal URL) are created as custom fields on the relevant Zoho module and populated with the original Acquaint value for reference. These are not functional in Zoho but preserve the data audit trail.

Acquaint staff records map to Zoho Users by email match. Active Acquaint users with matching Zoho email become the Deal Owner. Unmatched staff are flagged before migration — either invited to Zoho first or assigned to a fallback owner for the duration of migration.

Acquaint's client accounting module (rent ledgers, deposit holds, tenant balances) has no native Zoho CRM equivalent. These records are exported as CSV and preserved as Zoho Attachments on the relevant Account record for reference. Full accounting reconstruction requires Zoho Books.