Migrate from Badger Maps to Zoho CRM

Badger Accounts (businesses with name, address, phone, website, and geocoordinates) map directly to Zoho Accounts. The primary address fields (street, city, state, zip, country) map field-for-field into Zoho's Mailing Address block. Latitude and longitude are stored as custom Number fields since Zoho has no native geolocation field type.

Badger Contacts (first name, last name, email, phone, mobile, job title) map to Zoho Contacts. The Contact's related Account link is resolved after the Accounts migration using name matching against Zoho Accounts. Unmatched contacts are flagged in the pre-migration audit report.

Badger check-ins are visit records with account link, timestamp, comment, and meeting notes. They map to Zoho Events with Event Title set to 'Check-in: [Account Name]', start/end time from the check-in timestamp, and the Account linked via the WhatId field. Geocoordinates migrate as custom Latitude__c and Longitude__c Number fields. If a check-in has no associated account, it is attached to a designated 'Unmapped Check-ins' placeholder Account.

Badger meeting records (with subject, date/time, duration, notes) map directly to Zoho Events. The related Account or Contact is resolved by email or name matching before migration. Events without a parent record are flagged for manual assignment in Zoho. Each meeting occurrence becomes a separate Zoho Event, preserving the original start time, and any missing required fields trigger a validation warning before the migration batch commits.

Badger route data (route name, date, stop sequence, optimized order) has no native Zoho equivalent. FlitStack creates a custom 'Routes' module in Zoho with fields for Route Name, Route Date, Stop Sequence (multi-select text), and Account references for each stop. This module is linked to Events via a lookup relationship.

Badger territory assignments (territory name, rep assigned, account list, boundaries) require a custom Territories module in Zoho. Each territory record links to Accounts via a lookup or multi-select Account field. Territory color-coding and filter settings migrate as custom text fields on the Accounts module.

Badger text custom fields on Accounts or Contacts (e.g., Priority, Specialty, Sales YTD) map to Zoho custom fields of type 'Single Line' or 'Multi Line' on the corresponding module. Field names are preserved as Zoho API field labels. Text fields that act as tags or categories migrate as Zoho Multi-Select pick-lists after value extraction.

Badger numeric custom fields (e.g., Annual Revenue override, Number of Visits) map to Zoho Number fields on the corresponding module. Formatting (decimal places, currency symbol) is inferred from the field name and source data sample. Fields exceeding Zoho's numeric length limit are truncated with a flag in the migration report.

Files attached to Badger Accounts or Contacts are re-uploaded to Zoho's native Attachments section on the corresponding record. Files are retrieved from Badger's export, re-hosted in Zoho's file storage, and linked by record ID. Zoho's 25 MB per-file limit is enforced; files exceeding this are split or noted in the pre-migration audit.

Badger owner IDs (user-level) are resolved by email match against Zoho Users. If a Badger owner has no matching Zoho user, FlitStack flags the record for manual assignment. All records receive an OwnerId in Zoho before the migration commits; no record lands without a user assignment.

If Badger Maps is connected to a hub CRM that holds Leads, those records can be exported and mapped to Zoho Leads. The mapping preserves Lead source, status, and rating. Leads without an email address are flagged — Zoho requires an email field for lead creation via API.

Badger notes (free-text annotations on accounts or contacts) migrate as Zoho Notes linked to the parent record by ID. Rich-text formatting is preserved where possible. Notes without a parent record are attached to a placeholder 'Badger Notes' Account for review.