Migrate from Atollon Lagoon CRM to Zoho CRM

Atollon Folders — individual contact records stored within the Firm database and classified as client, potential client, partner, or other custom columns — map to Zoho CRM Contacts. The classification column value migrates as a custom field or picklist on Contact. Folder-level custom form values (stored in formvalue records linked by formID and context) parse into corresponding Zoho custom fields. We resolve the parent Firm reference to establish a Zoho Account lookup where the contact has a linked Firm.

Atollon Firm records map to Zoho CRM Accounts. A Firm can be a client, potential client, or partner; that classification carries as a custom field on the Account. Custom columns on the Firm record map to Zoho custom fields. Account is created before any related Contact import so that the Account lookup is satisfied at Contact insert time.

Atollon Projects span at least four subtypes — Contracts, Business cases, Service contracts, and Consultations — each with potentially different templates and custom field sets. We classify each project by its template origin, apply the corresponding field mapping schema per subtype, and map to Zoho CRM Deals with custom fields capturing the subtype and template context. For organisations with complex multi-phase project tracking that Deals cannot accommodate, we create a Zoho Custom Module with the equivalent field structure.

Atollon Activities track engagement records (calls, emails, meetings) linked to Folders or Firms. We map call and task-type activities to Zoho CRM Tasks with the activity type preserved in a custom field and timestamp ordering maintained via the Activity Date. Meeting-type activities map to Zoho Events with Start DateTime, End DateTime, and Location preserved. Attendee relationships link to the corresponding Zoho Contact or Account record.

Atollon Milestones track timeline checkpoints within Projects or Activities, potentially carrying custom form data. We map Milestones to Zoho CRM Tasks with the milestone order preserved as a custom field, due date mapped to the Task due date, and any milestone-level custom form field values parsed from formvalue records into Zoho custom fields on the Task.

Atollon custom forms on Folders store field values in formvalue records linked by formID and context. We parse each formvalue record individually, resolve the field schema via formID, and map the resulting field-level values to Zoho CRM custom fields on the Contact record. Where a Folder has multiple formvalues, we concatenate or flag based on the customer's preferred handling determined during scoping.

Project-level custom forms store field values in formvalue records with subtype-specific formIDs. We handle subtype-aware custom field mapping by first classifying each project by its template, then applying the correct formvalue schema for that subtype to the corresponding Zoho Deal's custom fields. This two-step classification ensures field values land on the correct Zoho custom field.

Atollon's service and support module manages ticket-like records with status, priority, assigned agent, and linked Firm or Project references. These map to Zoho CRM Cases (requires Service Cloud integration in the destination Zoho tenant). Ticket pipeline stages map to Case Status values, priority maps to Case Priority, and the linked Firm maps to an Account lookup on the Case.

Atollon billing and finance module generates invoices linked to Projects or Firms. We map invoice header data, line items, amounts, and status to Zoho CRM Deals with custom fields for invoice metadata. If the customer also licenses Zoho Books, we migrate invoice data to Zoho Books Invoices for full financial history continuity. Detailed financial history migration depends on Zoho Books licensing; we scope this decision during discovery.

Campaign Management in Atollon is gated to the Ultimate tier and stores campaign-level records with linked targets. We map campaign name, status, type, and linked target records to Zoho CRM Campaigns (via Zoho Campaigns module if licensed) or to Deals with campaign reference fields if the Campaigns module is not in scope. Marketing automation actions do not migrate; we document the campaign structure for manual rebuild in Zoho.

Atollon Workflow Automation is an Advanced-tier feature with sequences of business process steps. It is not accessible via API and cannot be exported as code. We document every active workflow rule — its trigger, conditions, actions, and intended outcome — in a Zoho Workflow Rules rebuild guide delivered as part of the migration package. Zoho Workflow Rules are available from the Standard tier ($20/user/month) and offer comparable conditional logic, field updates, and email alerts for manual rebuild by the customer's Zoho admin.