Migrate from BrightDoor to Zoho CRM

BrightDoor contacts migrate to Zoho Leads initially; contacts with a closed sale or active deal route to Zoho Contacts for account linkage. We preserve the original contact ID as a custom field for traceability. All contact addresses, phone numbers, and email addresses are transferred as‑is, and we map BrightDoor's lead source values to Zoho's pick‑list during import.

BrightDoor property listings have no direct Zoho equivalent. We create a Zoho custom module (Property_Listing__c) with fields for address, price, status (Active/Pending/Sold), bedrooms, bathrooms, square footage, and a lookup to the parent Community account. The custom module also includes a field for listing agent, listing date, and a rich-text description field to preserve any marketing notes from BrightDoor.

BrightDoor communities map to Zoho Accounts with a custom field (Community_Type__c) set to 'Residential Community'. Community-level data (builder name, development phase, amenities) migrates as custom fields on the Account record. We also transfer the community's website URL, primary contact name, and any associated marketing assets, linking them to the Account's custom fields or related lists.

BrightDoor lots are inventory items tied to a community. We create a Lot_Inventory__c custom module with a lookup to the parent Community Account, lot number, status (Available/Hold/Sold), price, and floor plan name. Lot status changes track as custom datetime fields.

BrightDoor sales transactions map to Zoho Deals with a custom field (Transaction_Type__c) for distinctions like New Sale, Upgrade, or Resale. The linked Lot or Property lookup resolves to the custom inventory modules. Close date, amount, and stage map directly. All monetary values are imported as Zoho Currency fields, and any discounts or incentives are preserved in a custom text field for reference.

BrightDoor pipeline stages (Prospect, Tour Scheduled, Contract Sent, Under Contract, Closed Won, Closed Lost) map value-by-value to Zoho Deal Stage pick-list. We preserve stage-entry timestamps as custom datetime fields for reporting continuity. If a stage has a custom probability weight in BrightDoor, we record that as a custom number field in Zoho to maintain accurate forecasting after migration.

BrightDoor activities (calls, meetings, property tours) migrate as Zoho Tasks or Events with original timestamps and owner preserved. Notes migrate as Zoho Notes with rich-text formatting intact. We also map activity type pick‑list values to Zoho's Task Type field, and any attachments linked to activities are re‑attached to the corresponding Zoho record.

BrightDoor file attachments (floor plans, community brochures, tour videos) re-upload to Zoho CRM Attachments linked to the parent record. File size limits follow Zoho's 25 MB per file. HomeRover tour links stored as a custom URL field. All attachments retain their original file names for simple identification.

BrightDoor users resolve by email match against Zoho CRM Users. Unmatched owners flagged before migration; you either invite them to Zoho or reassign their records to a fallback owner. No record lands without a valid Zoho owner. We also log the original BrightDoor role for each user to help map Zoho roles later.

BrightDoor HomeRover tour data (scheduled tours, host, visitor) migrates to a Tour__c custom module with lookups to the Property and Contact. The live-stream URL stored as a custom field — your team rebuilds the tour integration in Zoho Bookings or a third-party video tool.