Migrate from CINC to Zoho CRM

CINC Contact maps directly to Zoho Contact. Email, phone, address, and job title fields transfer directly. Owner resolves by email match to Zoho Users — contacts whose primary HOA has no Account in Zoho land against a default Account or require Account creation during the migration run.

CINC Company maps to Zoho Account with name, domain, industry, annual revenue, and employee count transferred directly. Parent-company hierarchies use Zoho's Parent Account lookup. Multi-company associations on a single CINC contact collapse to one primary AccountId with related Accounts surfaced via Account Relations.

CINC Property is a core object storing HOA details, amenities, violations, work orders, and GPS coordinates. Zoho has no standard equivalent — FlitStack creates a custom Properties module via Zoho's module builder, then maps property-level fields as custom fields on that module. This captures HOA context that would otherwise be lost in a generic CRM migration.

CINC Lead records map directly to Zoho Leads with standard fields (name, email, phone, company, source) transferred directly. Lead status and rating pick-list values are mapped value-by-value, with CINC statuses translated to Zoho's Lead Status pick-list. Unmatched pick-list values are flagged for admin review before migration.

CINC Deal maps to Zoho Deal with name, amount, close date, and owner transferred directly. Pipeline stages are mapped value-by-value to Zoho's multi-stage pipeline model — FlitStack creates a matching pipeline in Zoho during schema setup if one does not already exist. Deal priority and any CINC deal-level custom fields migrate as Zoho custom fields.

CINC call logs and email records migrate as Zoho Tasks with Type set to Call or Email respectively. Subject, description, status, and original create timestamp transfer directly. CINC's activity type (call, email) is preserved as a custom Task_Type__c field in Zoho since the native Type field uses Zoho's own pick-list values.

CINC meeting records migrate as Zoho Events with subject, start datetime, end datetime, and location transferred directly. Original start and end times are preserved so meeting history reflects the actual time blocks scheduled in CINC. Owner resolves by email match to Zoho Users.

CINC Notes migrate as Zoho Notes with body content transferred directly. Rich-text formatting from CINC Notes is preserved as HTML content within Zoho Notes. Parent record links (contact, company, deal) are re-established during migration using Zoho's related-list linking by source record ID.

CINC file attachments cannot transfer directly between storage systems — FlitStack downloads each file from CINC's storage layer, then re-uploads to Zoho's Attachments module via the Zoho API, re-linking them to the correct parent record. Large attachment volumes (thousands of files) extend the migration timeline because Zoho's attachment API processes one file per call without a native bulk-ingest endpoint.

CINC Owner records resolve by email match to Zoho Users. FlitStack cross-references CINC owner email addresses against the Zoho Users list before migration — any CINC owner whose email does not correspond to a Zoho User is flagged for admin review, and the admin assigns a fallback owner before the full run commits. No record lands in Zoho without a valid OwnerId.

CINC's TresRE integration stores bank statement imports, in-house check scanning, and vault connection records. Zoho CRM has no equivalent module for these accounting and banking constructs. These records do not migrate — financial data remains in CINC's TresRE system, and the team rebuilds accounting workflows in Zoho Books or a separate accounting tool post-migration.

CINC Architectural Requests store HOA board submission data for property modifications. Zoho has no standard equivalent. FlitStack creates a custom Architectural_Requests module or adds them as a related list under the Properties module, depending on whether CINC's architectural data is primarily property-scoped or standalone.