Migrate from AddressTwo to Zoho CRM

Scoping and AddressTwo data extraction

We audit the AddressTwo account for record counts across Contacts, Deals, Activities, Notes, and campaign membership. We contact AddressTwo support to request a full account data export and an API key simultaneously. If the API key is not granted within five business days, we proceed with the CSV export as the primary data source. We validate the export scope against what we can observe in the active login session and flag any gaps before the migration plan is finalized.

Schema preparation in Zoho CRM

We pre-create Zoho CRM custom fields that correspond to AddressTwo custom fields on Contacts and Deals, selecting the correct Zoho field type (text, picklist, currency, date, checkbox) during schema setup. We configure the Pipeline and Stage structure in Zoho to match the AddressTwo pipeline and stage names. We set up the Account module structure and verify that the Contact-to-Account Lookup is active and required. This phase runs in the destination Zoho CRM account before any data loads begin.

De-duplication pass on AddressTwo Contacts

We run a de-duplication pass on the AddressTwo Contact export using email address as the primary key and name-plus-company as a secondary match. Duplicate records are merged so that each unique Contact enters Zoho CRM exactly once. We produce a de-duplication report showing the original record count, duplicates found, and records merged, and the customer approves before we proceed to import.

Account reconstruction and Contact import

We extract unique company name values from the AddressTwo Contact.company field, create Zoho CRM Account records, and then import AddressTwo Contacts linking each to the corresponding Account via the Account Name Lookup. This two-phase step ensures referential integrity is satisfied at the moment of Contact insert. Owner assignments resolve via email-to-User lookup during this step.

Deal, Activity, and Note migration

We import AddressTwo Deals as Zoho CRM Potentials, resolving the Pipeline and Stage against the pre-configured Zoho structure and linking each Deal to its primary Contact and Account. Activity history (calls, meetings, tasks) migrates as Zoho CRM Activities linked to the corresponding Contact and Account. Notes migrate as Zoho Notes attached to the parent Contact record. Campaign membership migrates as Zoho CRM Campaign records with Campaign Members linked to the corresponding Contacts.

Validation, reconciliation, and cutover

We produce a row-count reconciliation report comparing AddressTwo source record counts to Zoho CRM destination record counts for each module. The customer spot-checks 25-50 random records in Zoho CRM against the source data. We freeze AddressTwo writes during the final delta migration window, move any records modified since the initial extraction, then set Zoho CRM as the system of record. We deliver a written inventory of any AddressTwo automations or workflow-like behaviors that require rebuilding in Zoho Blueprint or workflow rules.