Migrate from Adaptix to Zoho CRM

Discovery and Adaptix data audit

We audit the Adaptix account across all objects: total Contact and Company counts, all custom properties (name, type, usage frequency), tag lists, audience segments, active automations, landing pages, and forms. We also identify SMS consent flags, any Adaptix owner assignments, and the Adaptix pricing tier (which determines the contact volume ceiling). The discovery output is a written scope document with record counts, a custom property inventory, and a preliminary field mapping table for review before any export begins.

Zoho schema design and sandbox setup

We create the Zoho CRM module structure before migration: standard modules (Leads, Accounts, Contacts, Deals) are confirmed as available on the customer's Zoho edition, custom fields are added to Contacts and Accounts matching the Adaptix custom property inventory, and picklist values are populated. We set up Tags in Zoho, configure the Deal pipeline stages, and create a Sandbox or staging org for the test migration. All schema work happens in the staging environment first.

Sandbox migration and reconciliation

We run a full migration into the Zoho staging org using a representative data sample. The customer's RevOps lead reviews record counts (Contacts in, Accounts in), spot-checks 25-50 records against the Adaptix source, and validates that custom field values populated correctly. Any field mapping corrections, picklist value additions, or missed properties are documented here. Sign-off on the sandbox migration is required before production migration begins.

Owner reconciliation and user provisioning

We extract every distinct Adaptix owner email referenced on Contacts and Companies and match against the Zoho CRM User table by email. Owners without a matching Zoho User go to a reconciliation queue for the customer's admin to provision. Migration cannot proceed past this step because Owner Lookups must be satisfied when records insert.

Production migration in dependency order

We run production migration in record-dependency order: Accounts (from Adaptix Companies) first, then Contacts (with Account Lookup resolved), then Leads (for unqualified prospects identified during scoping), then Tags and custom property values applied per record. Each phase emits a row-count reconciliation report. We use Zoho Bulk API for large imports with batch chunking and rate-limit handling. SMS consent fields are set during the Contact phase.

Automation rebuild documentation and handoff

We deliver a written Automation Inventory document listing every Adaptix automation with its trigger, conditions, actions, delays, and a recommended Zoho Workflow Rule or Blueprint equivalent. We also deliver a Landing Page and Form asset package (HTML and JSON) with a rebuild guide for Zoho Creator or the customer's preferred page builder. We do not rebuild automations, pages, or forms as part of migration scope; this is a separate engagement or internal admin task.

Cutover, validation, and hypercare

We freeze Adaptix writes during cutover, run a final delta migration of any records modified during the migration window, then enable Zoho CRM as the system of record. We deliver a final reconciliation report comparing record counts in both systems. We support a one-week hypercare window where we resolve any data issues raised by the customer's team. We do not provide post-migration admin training or ongoing Zoho support as part of the migration scope.