Migrate from CASH to Zoho CRM

CASH contacts migrate as Zoho Leads by default. If your CASH data distinguishes between 'Lead' (prospect) and 'Customer' (existing account), FlitStack splits on that flag — leads go to the Zoho Leads module, customers go to the Zoho Contacts module. All contact fields (name, email, phone, title, address) map directly.

CASH companies map 1:1 to Zoho Accounts. The CASH company name becomes the Account Name, domain becomes Website, industry becomes Industry pick-list, employee count and annual revenue map to the equivalent numeric fields. Parent-company hierarchies in CASH transfer via Zoho's Parent Account lookup — the parent Account must migrate before the child.

CASH deals map to Zoho Deals. Deal name becomes Deal Name, amount maps to Amount, close date maps to Close Date, and owner resolves by email match to a Zoho user. CASH deal stage text maps via value mapping to Zoho's pipeline stage pick-list for the target pipeline.

CASH's single flat pipeline maps to a single Zoho CRM pipeline. If CASH has multiple named pipelines (e.g., Sales, Renewals), each becomes a separate Zoho pipeline with its own stage pick-list and Blueprint. Stage names map value-by-value; stage probability is re-applied from Zoho's default or your specified values.

CASH tasks migrate as Zoho Tasks. Subject maps to Subject, due date maps to Due Date, status maps to Status, and priority maps to Priority. The task owner resolves by email match to a Zoho user. Open tasks in CASH land as 'Not Started' in Zoho; completed tasks land as 'Completed'.

CASH notes migrate as Zoho Notes. The note body maps to the Note body field; if CASH stores note title separately, it is prepended to the body. Rich-text formatting in CASH notes is preserved where the export format supports it. Comment threads from CASH records are imported as separate Notes with a 'Comment' tag in the body.

CASH file attachments are downloaded from CASH storage and re-uploaded as Zoho CRM attachments on the corresponding record. Each file is attached to the parent record identified by the CASH record ID preserved as a custom reference field. File size limit is 25 MB per file in Zoho; files over this threshold are flagged for manual handling.

CASH owner IDs resolve to Zoho users by email address match. Unmatched owners are flagged before migration — your team either creates the Zoho user first or assigns a fallback owner. System-level CASH users (inactive, admin-only) without email addresses are excluded from the owner resolution map.

CASH custom fields on any standard object require pre-creation in Zoho CRM before the import runs. FlitStack infers the field type from CASH export values — pick-list values are extracted and created as Zoho pick-list options, date fields become Zoho date fields, numeric values become Zoho number fields. Custom field API names in Zoho follow the {Module}_{FieldName} convention and are created via the Zoho CRM Fields API before data lands.

CASH custom objects migrate as Zoho CRM Custom Modules. The module name, plural label, and all custom fields transfer. N:N relationships in CASH map to Zoho lookup fields on the custom module; the target module must be migrated or created first so the lookup ID resolves correctly.