Migrate from APRO CRM to Zoho CRM

APRO contact records map 1:1 to Zoho Contacts. Zoho requires a First Name and Last Name — APRO contacts with single-name entries get split on the first space. Email, phone, and address fields map directly using Zoho's standard field API names.

If APRO stores unsold lead prospects separately from active client contacts, we can route those to Zoho Leads. APRO's automatched 'prospect' flag maps to Zoho Lead Status. Unconverted APRO contacts after migration can feed a Zoho Lead import. The mapping also includes any custom fields attached to the lead record.

APRO company records map to Zoho Accounts. The Account Name maps to Zoho Account Name. Parent/child company hierarchies in APRO map to Zoho's Parent Account lookup. Multi-address companies use Zoho's Address composite field. We preserve the original APRO industry classification as a custom picklist field in Zoho to maintain reporting continuity.

APRO property listings (with automatched client associations) map to either Zoho Deals or a custom 'Properties' module we pre-create. The automatched client-to-listing association becomes a Zoho lookup from the custom Properties module to the matched Contact record. The lookup uses the contact's email address as the primary key for matching.

APRO listing statuses (Active, Under Contract, Sold, Withdrawn) map to Zoho Deal Stage pick-list values. We preserve the original status-changed timestamp as a custom datetime field for reporting continuity. If a status does not match an existing Zoho stage, we create a custom stage value and flag it for review.

APRO owner/agent IDs resolve by email match to Zoho Users. Unmatched owners are flagged before migration — your team either creates their Zoho user first or assigns records to a fallback owner. Ownership history is preserved in a custom field.

APRO IP telephony call logs map to Zoho Calls with original call duration, timestamp, and linked contact. Call direction (inbound/outbound) maps to Zoho Call Type pick-list. Notes from the call are preserved in the Call Description field. Call recordings are stored in Zoho Files and linked to the call record for playback.

APRO email records map to Zoho Emails linked to the Contact or Account. Original send timestamp and email body are preserved. Attachments from APRO emails re-upload to Zoho Files and re-link to the email record. Attachments are uploaded to Zoho Files and the file URL is attached to the email record.

APRO property showing records and meeting logs map to Zoho Events with original start/end times, location (property address), and linked contact. Attendees from APRO map to Zoho Event invitees. The event location field maps to the property address, and any meeting notes are saved in the event description.

APRO notes and autocreated document templates map to Zoho Notes attached to the parent record. We flag autocreated documents — those reference external templates that must be re-linked in Zoho using Zoho Writer integration. If a document template includes placeholders, we note them for recreation in Zoho Writer after migration.

APRO custom fields (e.g., property type, listing source, automatch score) are pre-created in the target Zoho module before migration. Field type matching — text, number, picklist, lookup — follows Zoho's supported types and validation rules. Field-level validation such as mandatory picklists and numeric ranges are replicated in Zoho to preserve data integrity.

APRO's automatching algorithm (matching client requests to property listings) has no Zoho equivalent. We export the automatch rules as a documented specification so your Zoho admin can implement equivalent logic using Zoho Workflow Rules and Custom Functions post-migration. The specification includes rule logic, threshold values, and sample Deluge code snippets for reference.