Migrate from Aurea CRM to Zoho CRM

Aurea Contact records map directly to Zoho CRM Contact. We extract standard contact fields (name, email, phone, address, title, department) via the Import/Export module and map them 1:1 to Zoho Contact fields. The Aurea Contact-to-Account relationship is preserved by resolving the parent Account before Contact import so that the Account Name lookup is satisfied at insert time. Custom contact fields catalogued during discovery map to Zoho custom fields on Contact.

Aurea Account (Company) records map directly to Zoho CRM Account. The Account Name becomes the primary dedupe key during import. Parent-child Account hierarchy migrates to Zoho's Account Hierarchy feature. Industry, website, phone, address, and billing fields map 1:1. If Aurea's Company records include credit terms or DUNS numbers, these map to custom fields on Zoho Account.

Aurea Opportunity records map to Zoho CRM Deals. The Aurea dealstage property maps to Zoho Stage, and we explicitly map each Aurea stage name (which is configurable per installation) to the corresponding Zoho Stage value. Deal amount, probability, close date, and pipeline assignment migrate directly. If Aurea Opportunities have a product-line or multi-currency dimension, we map these to Zoho custom fields or the standard currency field before import.

Aurea Tasks map to Zoho CRM Tasks. Task subject, status, priority, due date, and assigned owner (resolved by email match to Zoho Users) migrate directly. Aurea activity timestamps are preserved as the Activity Date in Zoho to maintain timeline ordering. Legacy activity subtypes in Aurea that do not map directly to Zoho's standard task types are flagged during scoping and mapped to Zoho Task as a standard type with a custom field capturing the original subtype.

Aurea Appointments map to Zoho CRM Events with Start DateTime, End DateTime, and Location preserved. The assigned owner and linked Contact/Account/Opportunity migrate via lookup resolution at migration time. If Aurea stores attendee lists, these map to Zoho Event participants or a custom related-list object depending on the data structure in the source extract.

Aurea call logs (if exposed in the export format) map to Zoho Tasks with Subform or custom field structure capturing call duration, disposition, and outcome. Call type is set explicitly in Zoho so the activity timeline renders as a call record. We verify call log availability during export scoping since call data representation varies by Aurea installation.

Aurea Campaign records (including Aurea Campaign Manager data such as campaign type, status, and response metrics) map to Zoho CRM Campaigns. Campaign name, type, status, start and end dates, budget, and expected revenue migrate directly. Some Aurea-specific campaign workflow data is configuration rather than data and is documented in the workflow reconstruction guide rather than migrated as a record.

Aurea partner relationship management records track channel partner leads and opportunities. We map partner records to Zoho CRM Accounts with a custom partner-type field if the partner model maps directly to Organizations. If the Aurea installation uses a dedicated partner portal with partner-specific quota and territory assignments, we assess whether these map to Zoho's standard fields or require a custom Partners module, and we document the schema decision during scoping.

Aurea Territory assignments and quota values are configurable within the platform and map to Zoho Territory or forecast quota objects. The data model structure varies significantly between platforms, so we assess during scoping whether Aurea's territory assignments (linked to users or to accounts) map to Zoho's Territory feature or require a custom mapping in Zoho's Forecasts module. We preserve the original Aurea territory name and assignment date in a custom field for audit.

Aurea User and Owner records migrate as the assignee dimension for all owned records. We map Aurea user IDs to Zoho CRM User accounts by email match. Any Aurea user without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Active and inactive status is preserved so that assignment history reflects the correct owner in Zoho.

Aurea CRM allows administrators to add custom fields across all objects. We catalog every custom field during discovery, map each to a Zoho CRM custom field of the matching data type (text, numeric, picklist, date, checkbox, multi-select), and flag any fields with complex picklist dependencies or cross-object formulas that require admin-level resolution before migration. The customer approves the custom field schema before any data import begins.

Document management in Aurea CRM stores files linked to records. We migrate documents as attachment references where the file store is accessible via export. Records with high attachment volume are flagged during scoping for a separate attachment migration pass using Zoho's file upload API. If Aurea's attachment store is not directly accessible, we flag the affected records and provide a manual handoff checklist for the customer's admin.