Migrate from Aritic Sales CRM to Zoho CRM

Aritic Company records map directly to Zoho CRM Accounts. The Account Name, Industry, Website, Phone, Address, and Employee Count fields migrate 1:1. Account is created first in the migration sequence so that the Account lookup on Contact is satisfied at import time. We use the Aritic Company record ID as a deduplication key to prevent duplicate Accounts if the migration runs multiple times.

Aritic Contact records map to Zoho Contacts with Account lookups. Aritic's flexible relationship model allows a Contact to link to any unrelated Company; Zoho enforces a primary Account with optional secondary Accounts. We attach each Contact to the primary Aritic Company association and write any additional Company relationships as a custom multi-line text field secondary_accounts__c containing Company IDs and names for manual post-migration verification.

Aritic Deals map to Zoho CRM Potentials (Opportunities). The deal name, amount, stage, expected close date, probability, owner, and associated Contact and Company migrate directly. Stage names are preserved through a custom field mapping table that maps Aritic stage labels to Zoho Potential Stage values configured before migration.

Each Aritic pipeline maps to a Zoho Sales Process (stage set) and a corresponding Layout. We configure the Zoho Sales Process with stage names, probabilities, and layout assignments matching the Aritic pipeline structure. Stage-level automation triggers attached to pipeline stages in Aritic do not migrate and are listed in the workflow inventory for the admin to rebuild in Zoho Blueprint.

Aritic's numeric lead score value at migration time migrates to a custom numeric field lead_score__c on the Contact module. The active scoring rule logic (conditions, weights, triggers) is proprietary to Aritic and does not export. We provide a scoring-rule inventory sheet listing each rule's conditions and output so the customer's Zoho admin can rebuild the model using Zoho CRM's criteria-based workflow rules or Zia scoring.

Aritic Tasks linked to Contacts or Deals migrate to Zoho Tasks with Subject, Due Date, Status, Priority, Owner, and related-to information preserved. Open and closed tasks migrate; completed task history carries forward with the activity timestamp. Task assignment resolves Aritic Owner IDs to Zoho Users by email match.

Aritic call, email, and meeting activity records map to Zoho Activities linked to the parent Contact and Potential. Call disposition, duration, and outcome migrate to custom fields. Meeting start and end times, location, and attendees migrate as Zoho Events. Email subject, body, and direction (sent/received) migrate as Zoho Activity records. We resolve the parent Contact record ID at migration time to satisfy the activity link.

Aritic file manager documents and deal attachments migrate as Zoho Attachments linked to the parent record. We detect URL-based attachments during the export scan and download referenced files into the migration bundle before re-uploading to Zoho. Expired or inaccessible URL attachments are flagged as broken links for the customer to resolve manually post-migration.

Aritic invoices and estimates map to Zoho Quotes with line items, totals, currency, and payment status preserved. Multi-currency invoices require explicit currency field mapping. Quote PDFs and e-contract documents migrate as attachments on the Quote record. Zoho Quotes do not automatically link to Potentials unless the Quote record type is configured; we set this linkage during migration.

Aritic tags applied to Contacts and Deals export as comma-separated lists and map to Zoho Tags. Segmentation rules built in Aritic do not export and are listed in the automation inventory for manual rebuild in Zoho using Zoho CRM's tag-based segmentation or Zoho Campaigns.

Aritic Users map to Zoho Users by email address match. We resolve every distinct Owner referenced on Contact, Company, Deal, and Activity record against the destination Zoho org's User table. Any Aritic Owner without a matching Zoho User enters a reconciliation queue for the customer's admin to provision before record import resumes.

Customer-defined custom fields on Aritic Contacts, Companies, and Deals are enumerated during scoping and explicitly mapped to Zoho custom fields created before migration. Picklist custom fields in Aritic map to Zoho picklist or multi-select picklist fields. Formula-type or computed fields in Aritic do not compute in Zoho and migrate as static values at migration time.