Migrate from Cetec ERP to Zoho CRM

Cetec Customers split into Zoho CRM Account (the organization) and Contact (the people). The Account stores company-level data including payment terms, credit limits, and shipping addresses. Individual contact records with name, email, phone, and role migrate as Contacts with Account lookup. Cetec's internal customer records (the company itself flagged as internal) are flagged during scoping because they lock in Cetec once linked to an order; we clean these before migration to allow them to map cleanly into Zoho Accounts.

Cetec Quotes with dollar-value, PPV, and LBV approval thresholds map to Zoho Quotes. Approval threshold metadata (per-user and global limits) is captured as custom fields on the Quote record since Zoho Quotes are approval-capable but use a different threshold model. Quote line items map to Zoho Quote Line Items with part number, description, quantity, and unit price. Historical Quote status (Draft, Sent, Approved, Lost, Revised) migrates as a custom picklist field.

Open Cetec Sales Orders map to Zoho Deals with status preserved in a custom field. Closed historical orders migrate as Deals marked Closed Won or Closed Lost with close date and amount. Order line items map as Deal custom fields or as separate Line Item records if the customer uses Zoho Inventory. Cetec's build-and-ship dual fulfillment pattern (two line items for the same part on the same order) is parsed and documented; the customer decides whether both lines become separate Deal records or are merged with a fulfillment-type flag.

Zoho CRM does not include a native Purchase Order object at the Standard or Professional tier. Cetec POs with line items, vendor references, receipt history, and PO status migrate to a Zoho custom module provisioned during schema build. If the customer licenses Zoho Books alongside Zoho CRM, POs migrate there instead and the custom module is not required. Drop-ship PO patterns with automatic PO generation are flagged as linked-record cases requiring Zoho Creator or Zoho Inventory setup post-migration.

Cetec Part master records with part number, description, unit of measure, vendor pricing, and costing method map to Zoho Products or a custom Parts module. Standard cost, average cost, and vendor pricing are stored as custom fields. If the customer licenses Zoho Inventory, Products migrate there and link to Deals via the standard Zoho Inventory connector. Attached prints and revision-controlled documents migrate as file attachments on the Product record.

Cetec multi-level BOMs with materials, work instructions, and sub-assemblies require a custom module in Zoho CRM because Zoho Products do not natively support BOM nesting. We create a BOM custom module with a parent-part lookup, line items for component parts and quantities, operation sequences, and work instruction fields. Phantom BOMs (non-stock assemblies) are flagged with a type field so they are distinguished from stock BOMs during import. If the customer requires BOM-driven production scheduling, Zoho Creator is the recommended extension.

Cetec Work Orders tying production scheduling, labor tracking, and cost accounting have no native Zoho CRM equivalent. We provision a Work Orders custom module with fields for work order number, linked Part, operation sequence, scheduled and completed dates, labor hours, and cost. Status (Open, In Progress, Complete, Cancelled) migrates as a picklist. If the customer uses Zoho Creator for production tracking, Work Orders migrate there instead. We flag any linked Inspection or NCR records for migration to the corresponding Quality custom modules.

Cetec Inspection records linked to parts, lots, and work orders with pass/fail/conditional outcomes and revision-controlled timestamps migrate to a custom Inspections module. The module includes fields for inspection number, part reference, work order reference, lot or batch number, inspector, result (Pass/Fail/Conditional), and any associated measurement data. If the customer operates under AS9100, MIL-PRF, or ITAR compliance requirements, we document the inspection data structure separately for the customer's quality engineer to validate against the target system's compliance module.

Cetec NCR records linking to parts, suppliers, and root-cause analysis with status, disposition actions, and corrective action records migrate to a custom NCR module. Fields include NCR number, part or supplier reference, non-conformance description, root cause, disposition (Use As Is, Repair, Scrap, Return), and linked corrective action record. If the customer uses Zoho Desk for support ticket tracking, NCRs may map to Cases with a custom record type instead of a separate module.

Cetec on-hand quantities and warehouse-specific inventory by location migrate to Zoho Inventory if the customer licenses it, or to a custom Inventory custom module in Zoho CRM if they do not. Average cost, FIFO cost, and vendor pricing method from Cetec's inventory pricing documentation migrate as custom fields. Multi-warehouse setups in Cetec map to multiple Zoho Inventory warehouses or custom warehouse lookup fields. If the customer plans to consolidate inventory management in Zoho Inventory post-migration, we deliver a separate Zoho Inventory migration scope.

Cetec GL account codes, types, and department/cost center assignments do not migrate into Zoho CRM because the Chart of Accounts is an accounting object. If the customer licenses Zoho Books alongside Zoho CRM, we migrate the GL structure there and document the account mapping for reconciliation. If Zoho Books is not in scope, we deliver the account code mapping as a reference spreadsheet for the customer's finance team to configure manually in Zoho Books at a later date.

Cetec user records with name, email, role, and module permissions map to Zoho CRM Users. Shop floor role users at $25/user in Cetec map to Zoho Standard or Advanced users depending on whether they need CRM access; those who do not need CRM access are documented as non-CRM Zoho users for the admin to configure. Role names differ between platforms so we map by permission set rather than by role name. We flag any inactive Cetec users who should be provisioned as inactive Zoho users to preserve historical record ownership.