Migrate from Atendare to Zoho CRM

Atendare Contact records map to Zoho CRM Contacts with direct field correspondence: full name splits to First_Name and Last_Name, email maps to Email, phone maps to Phone, and custom properties map to Zoho custom fields of matching type. Owner assignment transfers via email match to the Zoho User record. We detect segmentation tags and lifecycle fields during discovery and map them to Zoho Multi-Select Picklist fields or tag records depending on the customer's target configuration.

Atendare Company records map to Zoho CRM Accounts. The Atendare company name becomes Account_Name, domain becomes Website, and any company-level custom fields map to Zoho Account custom fields. We preserve the company-contact relationship by resolving Account linkage on each Contact record during migration. If Atendare stores a separate Industry or Segment field, we map it to the Zoho Account Industry picklist or a custom field.

Atendare Deals map to Zoho CRM Deals with Deal Name, Amount, Expected Close Date, and Owner preserved. The Atendare pipeline assignment determines which Zoho Sales Process and stage values apply. We query the pipeline-stage mapping during discovery and configure Zoho stage picklist values to match Atendare's stage labels before migration begins. Stage probabilities migrate to Zoho Probability percentages where supported.

Atendare Pipelines define the stages a Deal moves through. Each Atendare Pipeline becomes a Zoho CRM Sales Process configured with stage values matching the source pipeline. We extract stage names, probabilities, and ordering from Atendare and create equivalent Zoho stage picklist entries. If Atendare has multiple pipelines with overlapping stage names, we scope them to separate Zoho Sales Processes using the pipeline name as the Sales Process name.

Atendare activities (agenda entries, calls, meetings, tasks) map to Zoho CRM Task and Event records. Call records map to Task with Task_Type = Call and duration preserved in a custom field. Meeting records map to Event with Start DateTime, End DateTime, and Location preserved. Each activity's owner assignment resolves by email match to the Zoho User record. Activity timestamps and descriptions transfer to preserve the sales team's historical timeline in Zoho.

Atendare Team Members assigned as Deal owners or Activity owners map to Zoho CRM Users. We resolve by email address during migration. Any Atendare user without a matching Zoho User record is held in a reconciliation queue for the customer's admin to provision before record import resumes, since OwnerId references are required on standard Deal and Activity records.

Atendare custom fields on Contacts, Companies, and Deals vary by account configuration. We detect all custom property definitions during discovery, map them to equivalent Zoho CRM field types (Text, Number, Date, Picklist, Multi-Select, Checkbox, Currency), and create the fields in Zoho before migration. Field-level mapping rules are documented in a field-level inventory delivered before production migration.

Atendare Product Catalog entries map to Zoho CRM Products with Product Name, SKU (Product Code), Unit Price, and Description preserved. Product-to-Deal associations require mapping to Zoho Quotes or Deal line items during migration. If Atendare stores product images or attachments, we flag them for manual attachment to the Zoho Product record.

Atendare contact segments defined by filter rules are extracted as saved filter criteria. We map these to Zoho CRM Dynamic Views where the filter logic translates to Zoho filter conditions, or to Zoho Tags for simpler static groupings. The customer chooses the segment strategy during scoping since Zoho does not replicate Atendare's exact segmentation builder.

Proposals are an Atendare Enterprise-tier feature. We extract proposal records including line items, totals, status, and validity dates where API access is confirmed. Proposals map to Zoho CRM Quotes if the destination plan includes Quotes, or to Zoho Books for full quote-to-invoice workflows. Attached PDF contracts and custom proposal templates cannot be migrated programmatically and are flagged for manual upload.