Migrate from AllClients to Zoho CRM

AllClients Contacts with no company affiliation map to Zoho CRM Lead. Contacts with a company name or group assignment map to Zoho CRM Contact linked to an Account. We compute the split at migration time using AllClients contact fields: if Company Name is populated, we create an Account first, then a Contact; if not, we create a Lead. The customer's admin confirms the split rule during scoping. Historical owner assignment preserves by resolving AllClients user email to Zoho User.

AllClients Notes export as a separate Notes.csv file not inline with the Contact CSV. We join Notes.csv to the Contact export using contact email address as the matching key. The join must be validated during scoping because email changes between export runs produce orphaned or duplicated notes. Successfully joined notes migrate to Zoho CRM Notes linked to the parent Lead or Contact. Unmatched notes are flagged for manual review.

AllClients Custom Field definitions are discovered during scoping via the UpdateCustomFields API or export inspection. We map each to an equivalent Zoho CRM custom field — single-value fields become Zoho Text or Picklist depending on value count; multi-select values become Zoho Multi-Select Picklist. Custom fields are pre-created in Zoho CRM before any contact import so that the field IDs are available for the CSV import mapping step.

AllClients Tags are stored as comma-separated values within the contact record or as a separate tagging export. We parse these and create Zoho CRM Tags (a native tag feature at the contact level). Multi-value tag sets that exceed Zoho's tag display limits are flagged during scoping and can be migrated to a Zoho Multi-Select Picklist field instead, at the customer's preference.

AllClients Groups have no independent export — contacts are filtered by group membership during export. We capture group membership as a custom field (e.g., Group_Membership__c) on the Contact or Lead, with each group name as a picklist value. If the customer requires Zoho CRM List-based segmentation, we map groups to a custom Zoho CRM List module and create List membership records linked to the parent Lead or Contact.

AllClients Workflows do not export execution state or historical run data. We capture the sequence definition (trigger, conditions, delays, actions) from the AllClients admin interface during scoping and produce a written Blueprint template with each step documented in Zoho Blueprint's notation. The customer's admin uses this document to rebuild in Zoho Blueprint Studio. Active enrollment status does not carry over; contacts already enrolled in AllClients workflows are flagged for re-enrollment in Zoho.

AllClients Email Templates stored under the Email Marketing section export as HTML blobs. We import these into Zoho CRM's Templates section or Zoho Campaigns depending on the customer's Zoho product stack. Inline images are preserved as external URLs; we flag any template with embedded base64 images for manual conversion to hosted assets.

AllClients Campaigns represent scheduled email sends linked to contact segments. Campaign history (send dates, open rates) is metadata rather than a discrete exportable object. We migrate campaign names and linked contact segment membership to Zoho Campaigns or a custom Campaign module, with each contact's last-campaign-engagement date preserved as a custom field.

AllClients Tasks export with titles, due dates, completion status, and owner assignment. We map completed tasks to Zoho CRM Tasks with Status = Completed; future-scheduled tasks map with Status = Not Started and the original due date preserved. Tasks linked to specific contacts resolve to Zoho Leads or Contacts via the email-based contact mapping. Overdue tasks retain their original overdue status rather than being reset.

AllClients file attachments associated with contact records are downloaded from AllClients storage and re-uploaded to Zoho CRM's attachment storage linked to the parent Lead or Contact. Large binary files are chunked and uploaded via the Zoho CRM Attachments API. We preserve the original filename and MIME type; the customer's Zoho storage quota applies.

AllClients user list (typically 1-2 on base plans) includes Name, Email, and role/permissions. We capture this list during scoping and create a User mapping table by email match. Any AllClients Owner without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record import begins.

AllClients Landing Pages and Popup Forms (available on Premium and Elite tiers) are not exposed via API export. Page content, form fields, and submission data cannot be programmatically extracted. We skip these objects, document their existence in the migration scope, and recommend Zoho Forms or a third-party form builder (Typeform, HubSpot Forms) as the replacement. Form submission history stored in AllClients is flagged as unrecoverable.