Migrate from Berry crm to Zoho CRM

Berry CRM Contacts map directly to Zoho CRM Contacts. Standard fields (name, email, phone, address) extract from the discovery export and map to Zoho's First Name, Last Name, Email, Phone, and Mailing Address fields. The Contact-to-Company linkage from Berry preserves as the Account Name lookup in Zoho. Any custom fields detected during export are created as custom fields in the Zoho Contacts module before import and mapped explicitly.

Berry CRM Company records map to Zoho CRM Accounts. Company name becomes the Account Name, website becomes the Website field used as a dedupe key, and any industry or type data maps to Zoho's Account Type picklist. Accounts must import before Contacts because Zoho Contacts require an Account lookup to be set during insert.

Berry CRM Deals map to Zoho CRM Deals with stage name translation from Berry's pipeline stages to Zoho's configured stages. Amount, Close Date, and Pipeline Name extract from the Berry export and map to Zoho's Amount, Closing Date, and Pipeline fields. The Deal-to-Contact and Deal-to-Account associations resolve during migration by matching the related Contact name or Company name from Berry to the Zoho Account/Contact IDs established in earlier import phases.

Berry CRM deal stages map to Zoho CRM Deal Stage values within the configured pipeline. We extract the stage names and probabilities from Berry during discovery and configure Zoho pipeline stages with matching names and probabilities before migration. Stage ordering is preserved by setting the Stage Sequence in Zoho to match Berry's pipeline flow.

Berry CRM Sales Quotes map to Zoho CRM Quotes. Quote line items, unit pricing, quantity, discount, and total extract from the Berry export and map to Zoho Quote Line Items. Quote-to-Deal and Quote-to-Contact associations preserve as Zoho's Related To (Deals) and Contact Name lookups. Quote validity dates, terms, and notes migrate as Zoho Quote fields. Multi-currency handling depends on whether Berry exports a currency field; we flag this during discovery and configure Zoho currency settings accordingly.

Berry CRM Products map to Zoho CRM Products. Product name, SKU, unit price, and description extract from Berry and map to Zoho Product Name, Part Number, Unit Price, and Description. Active or archived status from Berry sets the Product Active flag in Zoho. Products must import before Sales Quotes or Deals that reference line items so that the Zoho Product ID lookup resolves during those phases.

Berry CRM Price Books map to Zoho CRM Price Lists. The Price Book-to-Product relationship translates to Zoho Price List entries per product. If Berry exports a base price and per-book price per product, we create corresponding Zoho Price List entries with the mapped pricing. Price List activation in Zoho is configured before Deals and Quotes import if pricing is pipeline-dependent.

Berry CRM Project records map to Zoho CRM's Projects module if available on the destination tier, or to Tasks with a custom Project identifier field. Project metadata (name, status, start date, end date, description) and any project-level custom fields migrate. Associated tasks under each project extract as Zoho Tasks linked to the parent Project record. The depth of project data available depends on the Berry CRM export capability, which we verify during the discovery phase.

Berry CRM standalone Tasks map to Zoho CRM Tasks. Task title, due date, description, assignee (mapped via email to Zoho User), status, and priority migrate. Tasks associated with Contacts, Companies, or Deals in Berry resolve to the corresponding Zoho Contact, Account, or Deal ID during migration. Tasks without a parent record import as standalone Tasks in Zoho.

Berry CRM Invoices map to Zoho CRM Invoices (available on paid tiers) or to Quotes with an Invoice status. Invoice line items, totals, payment status, due date, and invoice-to-contact associations extract from Berry and map to Zoho Invoice fields. If the customer's Zoho tier does not include Invoicing, we map to Zoho Quotes with a custom status field and flag the tier upgrade for the customer's consideration.

Berry CRM custom fields on any primary object are detected during the discovery export and mapped to Zoho CRM custom fields of the appropriate type (text, picklist, date, number, checkbox). Zoho's custom field builder requires explicit type selection, so we infer the field type from Berry's export data format and create the Zoho custom field before the relevant module import runs. Any custom field that cannot be typed confidently from the export data is flagged for manual verification during the scoping call.