Migrate from Amwork to Zoho CRM

Amwork Contacts map directly to Zoho CRM Contacts. We extract contact name, email address, phone number, lifecycle stage, owner assignment, and any custom field values. The Amwork contact-to-company link is preserved as a Zoho CRM Account lookup on the Contact record. Amwork lifecycle stage values migrate as a custom picklist field on the Zoho Contact to preserve segmentation logic for reporting.

Amwork Companies map to Zoho CRM Accounts. Company name, domain, industry, address, and linked contact count transfer as-is. The Account is created before Contact import so that the Account-Contact lookup relationship is satisfied at insert time. We use Company name as the Account deduplication key and flag any duplicate Accounts detected before final import.

Amwork Leads from the Deals and Leads section map to Zoho CRM Leads. We preserve lead status, source information, owner assignment, and any custom fields. Amwork lead stages map to Zoho Lead Status values. If the customer uses Zoho's SalesIQ visitor tracking or Zoho Forms integration post-migration, new Leads flow in through those channels and the migrated Lead records remain untouched.

Amwork Deals map to Zoho CRM Deals. We extract deal name, value, stage, expected close date, owner, and linked Account and Contact references. Amwork pipeline stage names are mapped to Zoho CRM Deal stage values during import. Any Amwork pipeline stages that do not exist in Zoho are created before migration begins so that stage reassignment is not needed post-import.

Amwork's customizable pipeline stages are modeled as Zoho CRM Deal stages with corresponding probability percentages. We configure the stage names and probability map in Zoho CRM before the Deal import runs. If Amwork uses multiple pipelines, we create multiple Zoho CRM sales stages scoped to the Deal module and document the mapping for the customer's admin.

Amwork Projects are workspace containers that group tasks and time entries. Zoho CRM does not have a native Project object — Zoho Projects is a separate application in the Zoho suite. If the customer licenses Zoho Projects, we migrate Amwork Projects as Zoho Projects. If Zoho Projects is not in scope, project names and metadata migrate as Account-level notes with a custom field flagging the project reference for manual rebuild if needed.

Amwork Tasks map to Zoho CRM Tasks. We preserve task name, description, assignee, due date, priority, and parent-child hierarchy. Tasks that belong to an Amwork Project carry the project reference as a Zoho custom field. Task checklist sub-items migrate as Zoho CRM subtasks if the destination account has the Subtask feature enabled, otherwise they migrate as linked task records.

Amwork time entries log hours against Tasks and Projects. Zoho CRM has a Time Tracking module that links billable hours to Contacts, Deals, or Tasks. We preserve entry duration, date, description, and billable flag by creating Zoho Time records linked to the corresponding Task or Deal. Direct contact-to-time linking is available in Zoho Time Tracking without requiring a task intermediary. Time entries that cannot be matched to a migrated Task or Deal are preserved as notes on the associated Account for audit purposes.

Amwork custom fields activate at the project level and support text, number, date, and choice types. We audit every active custom field definition across Amwork projects, map each to the equivalent Zoho CRM custom field type, and pre-create the Zoho CRM custom fields in the appropriate module before migration. Custom fields with choice types map to Zoho CRM picklists with the same options preserved.

Amwork Users are referenced on Deals, Tasks, Projects, and Contacts by owner assignment. We match Amwork Users by email address to Zoho CRM User records. Owners without a matching Zoho User are placed in a reconciliation queue for the customer's admin to provision before record migration continues. Active and inactive status is preserved in a Zoho custom field so that inactive source users can be reviewed before final provisioning.

File attachments on Amwork Tasks and Deals migrate as Zoho CRM Attachments linked to the corresponding Deal or Contact record. Large attachment batches are migrated in chunks to stay within Zoho CRM API throughput limits. Attachments larger than the Zoho import threshold are migrated as hosted URLs referenced in a custom Zoho field with a link to the source file.

Amwork BPMN automation rules and email follow-up sequences are configuration objects that do not migrate. We deliver a written inventory of every active Amwork automation with its trigger, conditions, actions, and a recommended Zoho Blueprint or Workflow Rule equivalent. The customer's admin or a Zoho-certified partner rebuilds automations post-migration. This documentation step is included in the standard migration scope at no additional charge.