Migrate from Aidoo Mobile to Zoho CRM

Aidoo Mobile contact records migrate directly to Zoho CRM Contacts. The primary company association links via Account lookup. If Aidoo Mobile stores contacts without a parent company, they land in Zoho Contacts with the AccountId field populated from the default mapping rule you specify before migration.

Aidoo Mobile company or account records map 1:1 to Zoho CRM Accounts. Company hierarchies in Aidoo Mobile (parent/child structures) map to the Parent Account lookup in Zoho CRM. Multi-company associations on a single contact collapse to the primary AccountId plus Account Contact Relations.

Prospect or lead-type records in Aidoo Mobile migrate to Zoho CRM Leads. Lead status pick-list values require value-by-value mapping against Zoho's default Lead Status options. Custom lead status values in Aidoo Mobile are created as Zoho CRM pick-list values before the migration run.

Aidoo Mobile deal records map to Zoho CRM Deals. Each deal's stage migrates as a Stage pick-list value within the target Zoho CRM pipeline. Probability and Forecast Category are re-applied from Zoho's stage configuration. If Aidoo Mobile stores deal currency, a multi-currency mapping step runs before the deals import.

Aidoo Mobile pipeline definitions become Zoho CRM Pipelines with Stages. Each Aidoo Mobile stage name is mapped to a Zoho CRM Stage within the selected pipeline. If Aidoo Mobile stores stage probability or forecast category data, those values are written to the Stage configuration in Zoho before the migration.

Aidoo Mobile task records (follow-up items, to-dos, scheduled activities) migrate to Zoho CRM Tasks. The Task Subject, Status, Priority, Due Date, and Related To (parent record) fields map directly. Task Type defaults to 'Task' unless the source record carries a call or meeting designation.

Aidoo Mobile records flagged as phone calls split to Zoho CRM Calls with call type and duration fields. Aidoo Mobile records flagged as in-person or scheduled meetings split to Zoho CRM Events with start time, end time, and location. Owner email matching applies to both types. Original activity timestamps are preserved in Zoho's Created Time field or a custom datetime field.

Aidoo Mobile email activity records migrate as Zoho CRM Tasks with the Subject line populated from the email subject and the Task Type field set to 'Email'. Email body content migrates to the Task Description field. If Aidoo Mobile stores email headers or thread IDs, those are preserved in a custom text field.

Aidoo Mobile file attachments on contacts, accounts, and deals are downloaded and re-uploaded as Zoho CRM Attachments on the corresponding record. Each file is associated via the record's Zoho CRM ID. Files exceeding 20 MB are flagged for manual re-upload or split into smaller parts before the migration run.

Aidoo Mobile custom properties that have no direct Zoho CRM standard field equivalent create custom fields in Zoho via the Settings > Fields API before data import. The custom field API name follows the label assigned during field creation. Custom fields are created per module, so a custom property on Contact creates a Contact-level custom field in Zoho.

Aidoo Mobile owner or user assignments resolve to Zoho CRM users via email address matching. If an Aidoo Mobile owner email has no corresponding Zoho CRM user, the record is assigned to a fallback owner you designate. Owner ID mappings are logged in the audit trail. Unmatched owners are flagged before the migration run commits.

Free-text note records from Aidoo Mobile migrate as Zoho CRM Notes attached to the parent record (Contact, Account, or Deal). Note body content transfers verbatim. Rich-text formatting from Aidoo Mobile is stripped to plain text or preserved as HTML depending on what Zoho CRM's import format accepts at the time of migration.