Migrate from AscendixRE to Zoho CRM

AscendixRE inherits Salesforce's Lead object. Maps directly to Zoho Leads. Lead status pick-list values require value-by-value mapping — Zoho's default statuses (New, Contacted, Unqualified, Converted) may need expansion to match AscendixRE's qualification stages. Owner resolved by email match to Zoho Users.

Direct map. AscendixRE stores contact details in the Salesforce Contact object; all standard fields migrate 1:1 to Zoho Contacts. The primary AccountId lookup is preserved — Account must exist in Zoho first. AscendixRE's custom contact fields (e.g., license_number__c) migrate as Zoho custom fields scoped to the Contact module.

AscendixRE's Company object in Salesforce maps to Zoho Accounts. Company name, website, industry, employee count, and annual revenue migrate directly. Parent Account hierarchy (ParentId) maps to Zoho's parent_account_id lookup field. Multi-company contacts collapse to one primary Account with the rest linked via Account Contact Relations in Zoho.

AscendixRE's Opportunity record becomes a Zoho Deal. Deal name, amount, close date, and stage migrate directly. Pipeline mapping requires converting Salesforce pick-list values (scoped by Sales Process and Record Type) to Zoho stage names. Probability and forecast category are stored as Zoho custom fields for reporting continuity.

Tasks in Salesforce map directly to Zoho Tasks. Subject, status, priority, due date, and related-to fields preserve. Original timestamps (CreatedDate) map to Zoho Created_Time. Owner assignment resolved by email match to Zoho users. Multi-day tasks and recurring tasks map to Zoho recurring task configuration.

AscendixRE meetings and calendar events migrate to Zoho Events with original start and end times preserved. Event type (call, in-person, webinar) maps to Zoho's Event Type pick-list. Associated contacts and accounts link via Zoho's lookup fields. Recurring events in Salesforce are preserved as individual Zoho event records.

Salesforce Notes and Enhanced Notes migrate as Zoho Notes. Rich-text body content transfers directly. Parent record link (Contact, Account, or Deal) maps to the corresponding Zoho lookup field. Zoho's Notes support title, body, and module linkage — the note is attached to the related Zoho record by matching the Salesforce parent record ID.

Capital_Source__c is an AscendixRE custom object with fields like source_name__c, amount__c, type__c, and related Deal__c lookup. We create a Zoho 'Capital Source' custom module, add matching custom fields, and map the Deal__c lookup to the Zoho Deal by migration ID. N:N deal associations require a custom lookup field in Zoho.

Property__c holds property-level data (address, type, square footage, zoning) with a lookup to Account (Property_Balance__c or similar). Zoho requires a 'Property' custom module with equivalent fields. The Account lookup migrates as a Zoho lookup field to Account by migration ID. Property images are handled as file attachments with URLs preserved in a Zoho multi-line text field.

Listing__c stores listing status, asking rent, available square footage, lease_type__c, and a lookup to Property__c. We create a 'Listing' Zoho custom module and map the property lookup by migration ID. Listing status pick-list values require value mapping between AscendixRE conventions and Zoho's pick-list options for the Listing module.

Lease__c records in AscendixRE track tenant, lease start/end dates, rent_amount__c, and a lookup to the Property__c. The Zoho 'Lease' custom module replicates these fields with date pickers for term dates and currency formatting for rent. Tenant association maps to Account via Zoho Account lookup by migration ID.

Availability__c tracks available units, floor, suite number, square footage, and listing status linked to a Listing__c. In Zoho, we create an 'Availability' custom module with floor and unit fields, linking back to both the Property and Listing Zoho modules by migration ID. Suite-level detail becomes text fields in Zoho.

Deal_Property__c is a junction object linking deals to properties in AscendixRE (many-to-many). In Zoho, Deals have a native lookup to the Property custom module, or we create a 'Deal Property' custom module to handle multiple property associations per deal. The mapping preserves the deal-to-property relationship for stacking plan reporting.

Salesforce Files attached to Contacts, Accounts, Deals, and custom CRE objects are downloaded and re-uploaded to Zoho's attachment storage. Files up to 25 MB per file are stored natively. Files exceeding Zoho's 25 GB total import cap are preserved as URLs in a custom text field on the related Zoho record.

AscendixRE owner IDs are Salesforce User IDs. We extract the full user list with email addresses from Salesforce and match by email to Zoho Users. Unmatched owners are flagged in the migration report — either the Zoho admin creates the user before migration or the records are reassigned to a designated fallback owner in Zoho.

If AscendixRE tracks marketing campaigns in Salesforce Campaigns, those migrate to Zoho Campaigns with campaign name, type, status, and budget. Campaign members (Contacts/Leads) map to Zoho Campaign Members. Note that Zoho Campaign Member logic differs from Salesforce — the relationship is rebuilt in Zoho's campaign model.

Any remaining Salesforce custom objects not covered by the CRE-specific list above map to Zoho Custom Modules 1:1. Each custom object in Salesforce requires a Zoho custom module with matching fields. Fields with __pc (platform) suffix, formula fields, and roll-up summary fields do not migrate — formula logic must be rebuilt in Zoho or implemented as Deluge script.

Report definitions and dashboard layouts in Salesforce are not portable. The underlying data migrates; the report itself must be rebuilt in Zoho Analytics or Zoho Reports. We deliver a report-field inventory (field names, filters, groupings) from Salesforce so the Zoho admin has a specification to recreate each report.

Salesforce Flows, Process Builder processes, and AscendixRE workflow rules are not exported via API. We extract workflow definitions as screenshots and exportable JSON files from Salesforce Setup for the Zoho admin to use as a reference when rebuilding in Zoho Blueprint or Workflow Rules. Revenue-critical flows should be rebuilt first.

AscendixRE sharing rules and Salesforce role hierarchies control record access based on territory, ownership, or criteria. Zoho's sharing model uses Roles, Profiles, and sharing rules that must be reconfigured from scratch. We document the current sharing structure from Salesforce so the Zoho admin can design an equivalent access model in Zoho before go-live.