Migrate from Advantage HITS to Zoho CRM

Advantage HITS Contact records map 1:1 to Zoho CRM Contacts. We export all standard fields (name, email, phone, title, address) plus any custom contact properties enumerated from the field metadata panel. Custom fields carry their values through as text fields in Zoho; we flag any date-format or picklist-type custom fields for explicit type mapping before import.

Advantage HITS Company records map to Zoho CRM Accounts. Address fields, industry, employee count, and annual revenue migrate directly. The Company name becomes the Account Name. If the source uses a domain field, we map it to the Account's Website field for dedupe.

Advantage HITS Deal records map to Zoho CRM Deals with the pipeline stage resolved via the free-text crosswalk defined during scoping. Deal value, close date, owner, and custom deal properties migrate. Any Deal with a stage name that does not appear in the exported pipeline definition is flagged for manual resolution before the Deals import phase.

Advantage HITS pipeline definitions export separately from Deal records. Each pipeline definition (stage names, order, win/loss flags) becomes a Zoho CRM Pipeline with corresponding Stages. Stage probabilities migrate to the Stage Probability field in Zoho. We re-create the full pipeline structure in the destination before Deal records are imported.

Email records linked to contacts or deals in Advantage HITS migrate as Zoho CRM Email activity records. Subject, body, timestamp, and from/to addresses preserve. The parent record reference (Contact or Deal) resolves via the email address on the Contact or the Deal ID crosswalk.

Call activity records from Advantage HITS migrate to Zoho CRM Call activity records. Call disposition, duration, direction, and timestamp transfer to Zoho fields. The linked Contact or Deal resolves via the activity's associated record ID in the export.

Meeting records in Advantage HITS map to Zoho CRM Event activity records. Title, start time, end time, location, and attendee list migrate. Attendees resolve to Zoho Contacts by email match if a matching Contact exists in the destination.

Task activity records migrate to Zoho CRM Tasks with Subject, Status, Priority, Due Date, and Activity Date preserved. Owner assignment resolves via the Advantage HITS owner email to the Zoho User mapping table built during scoping.

Notes linked to Contacts, Companies, or Deals in Advantage HITS migrate as Zoho CRM Notes. Note body migrates as plain text; rich formatting is simplified. The parent record Lookup resolves via the record ID crosswalk established during extraction.

Tags applied to Contacts, Companies, or Deals in Advantage HITS export as a comma-separated list per record. We expand these into individual Tag assignments in Zoho CRM using the Tags API. The customer chooses whether to use Zoho's native Tag feature or a multi-select picklist field during scoping.

User-defined fields on Contacts, Accounts, or Deals are enumerated from the Advantage HITS field metadata panel. We map their types (text, number, date, dropdown) to the closest Zoho CRM field type, pre-create the fields in Zoho, and carry values through verbatim. Dropdown fields require a value mapping table if the picklist options differ between platforms.

Advantage HITS user accounts export with name, email, role, and active/inactive status. Owner assignments on Contacts, Accounts, Deals, and Activities resolve via email match against the Zoho CRM User table. Users without a matching Zoho account go to a reconciliation queue for the customer's admin to provision before the record import phase.