Migrate from AgileCase to Zoho CRM

AgileCase contacts map directly to Zoho Contacts. The primary phone, email, address fields carry over as-is. Owners resolve by email match against Zoho users. If a contact has no associated company in AgileCase, it lands as a standalone Zoho Contact without an AccountId lookup.

AgileCase company records map to Zoho Accounts with direct field translation. The company name maps to Account Name, domain/website to Website, industry to Industry (with pick-list mapping per Zoho taxonomy), employee count to Employees, and annual revenue to Annual_Revenue. Parent-company hierarchies in AgileCase translate to Zoho's Parent Account lookup field, preserving organizational structure across the migration.

AgileCase Cases have no direct Zoho CRM equivalent. We create a custom Cases module in Zoho CRM with API name Cases_CF, add all custom fields as custom fields on that module, and link each Case to its primary Contact and Account via lookup fields. Case status pick-list values map to Zoho pick-list values with value-by-value translation.

AgileCase activity log entries (calls, emails, notes) map to Zoho Tasks. The activity subject becomes Task Subject, original timestamp becomes the Task created date, and the owner email matches to the Zoho user. Task Type field captures the activity kind (Call, Email, Note).

File attachments on AgileCase cases are downloaded from source and re-uploaded to Zoho CRM Files, attached to the corresponding Case record in the custom Cases_CF module. The original filename and attachment metadata are preserved during re-upload. Zoho's 25MB per-file size limit applies—any files exceeding this threshold are flagged in the migration report for manual handling by your team.

AgileCase custom fields with type Text map to Zoho Single Line text fields. Number fields map to Zoho Number fields. Date fields map to Zoho Date fields preserving the original date value. Field-level validation rules in AgileCase do not transfer and must be recreated as Zoho field validation.

AgileCase pick-list fields map to Zoho Pick-list custom fields with the same display values. If AgileCase uses values that conflict with Zoho's reserved pick-list options, we create a mapping table and transform values during migration. Multi-select pick-lists map to Zoho Multi-Select pick-lists.

AgileCase automations (workflows, case plans, task scheduling rules) are not migrated. They require manual rebuild in Zoho Blueprint (Professional+ tiers) or Deluge scripts. We export AgileCase automation definitions as JSON and provide a rebuild reference guide for your Zoho administrator.

AgileCase user records are matched to Zoho users by email address. If a Zoho user with matching email does not exist, the AgileCase owner is preserved as a custom Owner_Name field on the record and flagged for manual assignment. Zoho roles and profiles are not affected by migration.

AgileCase email templates cannot migrate to Zoho CRM because Zoho uses its own templating syntax with different variable placeholders and formatting options. These templates must be recreated manually within Zoho's Email Templates section. FlitStack AI exports each template's body content, subject line, and variable references as a reference document to guide your Zoho administrator through the rebuild process.