Migrate from Bushel CRM to Zoho CRM

Bushel Customer maps directly to Zoho Account. Bush's customer name becomes Account Name, domain becomes Website, and industry can map to Zoho's Industry pick-list. Farm-level data (demographics, storage capacity, and operational details) migrates to custom fields on the Account record in Zoho.

If Bushel records include prospects not yet converted to customers, those records route to Zoho Lead. Split occurs based on Bushel record status — Customer records go to Account, while Lead-type records go to Zoho Lead with Company Name mapped to the Account field for relationship continuity.

Bushel Contact maps 1:1 to Zoho Contact. All standard fields (first name, last name, email, phone, job title) transfer directly. Bush's contact-specific fields (e.g., role on farm, relationship type) become custom fields on the Zoho Contact record, preserving any additional contact attributes.

Bushel Deal maps to Zoho Deal with pipeline stages mapped to Zoho Deal Stage values. Bush's deal amount, close date, and owner transfer directly. Commodity-specific deal fields (contract type, grain grade, delivery terms) require custom fields in Zoho, ensuring that all relevant pricing details are captured.

Bushel pipelines map to Zoho Deal pipelines. Each Bushel pipeline becomes a Zoho pipeline view. Stage names are mapped value-by-value, and stage order is preserved to maintain deal progression reporting continuity in Zoho, including any custom stage criteria across all pipelines.

Bushel call logs migrate to Zoho Calls. Call type, subject, date, duration, and owner transfer directly. The related Contact or Customer link is preserved as a lookup relationship in Zoho. Original call notes migrate as Call Description, including any call outcomes.

Bushel email activities map to Zoho Tasks with Type='Email'. Subject line becomes Task Subject, email body becomes Task Description, and timestamp becomes the Task Created Date. Emails are linked to the corresponding Contact or Account record in Zoho, and the status field is set to 'Completed'.

Bushel meeting and field visit logs migrate to Zoho Events. Event subject, start/end time, location (farm address), and owner transfer directly. The related Customer or Contact lookup is preserved in Zoho's Event linking, including any agenda or notes attached with additional details.

Bushel notes migrate to Zoho Notes attached to the parent Contact or Account record. Note title becomes Note Title, note body becomes Note Content. Rich-text formatting in Bushel notes is preserved during migration. Original create date is preserved as Note Created Date.

Bushel file attachments on records (contracts, scale tickets, delivery documents) re-upload to Zoho Attachments on the corresponding Account or Contact record. Files are downloaded from Bushel and attached via Zoho's Attachments API. File size limits per Zoho edition apply, including any metadata associated with each file.

Bushel's farm demographics (acreage, storage capacity, delivery destinations) don't have a direct Zoho equivalent. We create a Farm_Info custom module in Zoho with fields for acreage, storage capacity, and delivery locations. The module links to the Account record via a lookup relationship.

Bushel's commodity balance tracking (grain contracts, inventory, forward contracts) migrates to a Commodity_Balances custom module in Zoho. Each balance record links to the Account (farm) and includes fields for commodity type, quantity, contract status, and delivery date, including any associated notes.

Bushel's native ERP synchronization (for accounting, scale systems, grain contracts) has no Zoho CRM equivalent. We preserve ERP connection details as reference notes on the Account record for your Zoho admin to rebuild the integration via Zoho API or Deluge scripts.

Bushel owner IDs are resolved by email match against Zoho Users. Unmatched owners are flagged before migration — your team either creates Zoho user accounts first or assigns records to a fallback owner. No record lands in Zoho without a valid OwnerId.