Migrate from Claritysoft to Zoho CRM

Claritysoft Contacts map directly to Zoho CRM Contacts. Name, email, phone, address, and company association transfer as typed fields. Claritysoft's Lifecycle Stage (New, Contacted, Qualified, etc.) maps to Zoho's Lead Status field for Leads and to a custom picklist field for Contacts if the customer wants to preserve the original stage value. We resolve Claritysoft's Owner field against Zoho's User table by email match during the Contacts phase.

Claritysoft Accounts (called Companies in some CRMs) map directly to Zoho CRM Accounts. Account Name, Website, Industry, and Address fields transfer as standard fields. We create the Account before importing related Contacts so that the Account-Contact lookup is satisfied at insert time, preventing orphaned Contact records in Zoho.

Claritysoft Leads map directly to Zoho Leads. Lifecycle stages (New, Contacted, Qualified) transfer to Zoho Lead Status. If the customer uses Claritysoft Lead Scoring, we create a custom numeric field in Zoho Leads and populate it during migration. Any Lead with a matching Contact email in Claritysoft is flagged during scoping for the customer to decide whether it should be treated as a duplicate or a separate record in Zoho.

Claritysoft Opportunities map to Zoho CRM Deals. Amount, Stage, Probability, Expected Close Date, and Owner transfer as standard Deal fields. Claritysoft Pipeline Stages map to Zoho Deal Stage values. If Claritysoft has multiple deal pipelines, we configure Zoho's multiple Deal pipelines (available on Professional+ tiers) during the schema preparation phase before migration.

Each Claritysoft Pipeline Stage becomes a Zoho Deal Stage value within the corresponding Deal pipeline. We preserve stage order, probability percentages, and stage names. If Claritysoft uses custom stage colors or icons, these do not transfer and the Zoho defaults apply unless the customer configures them post-migration.

Claritysoft Activities (Tasks, Calls, Meetings) map to Zoho CRM Tasks and Events. Call activities transfer as Task records with a custom Call Duration field. Meeting activities transfer as Event records with Start DateTime, End DateTime, and Location preserved. We preserve the original activity timestamp for timeline ordering and resolve the linked-to record (Contact, Account, Deal) via Zoho's WhatId and WhoId fields.

Claritysoft Documents attached to Contacts, Accounts, Deals, and Activities extract as files and re-associate to the corresponding Zoho record via Zoho's Attachments module. We flag this as mapping work because Claritysoft documents can be attached to multiple record types simultaneously, while Zoho attachments are linked to a single parent record. Customers who rely on multi-parent document associations should document these manually before migration.

Custom fields available on Claritysoft Accelerator and Enterprise tiers migrate field-by-field with type mapping to Zoho's equivalent field types (text, picklist, numeric, date, currency, lookup). Zoho CRM creates custom fields in the target module before import, and the migration tool auto-suggests custom fields present in the import file but not yet in Zoho. Advanced Calculated Custom Fields from Claritysoft Enterprise do not have a Zoho native equivalent; we document these for manual rebuild as Zoho formulas if needed.

Claritysoft Custom Modules available on Accelerator and Enterprise tiers migrate to Zoho custom modules. Zoho's Data Migration wizard recognizes CSV files with an underscore-C suffix (e.g., Properties_C.csv) as custom modules and auto-creates the module during import. We pre-create the module schema, including all custom fields and lookup relationships, before migration if the naming convention does not include the _C suffix. Custom Modules on Claritysoft Professional are not API-accessible and require manual export.

Claritysoft Users who own records map to Zoho CRM Users. We resolve by email match. Any Claritysoft Owner without a matching Zoho User is held in a reconciliation queue; the customer's Zoho admin provisions the missing User account before record import continues. Inactive Claritysoft users are mapped to inactive Zoho users so historical owner assignments are preserved in reports.

Claritysoft Projects (available on Accelerator and above) migrate to Zoho Projects, which is a separate product within the Zoho ecosystem rather than a CRM module. We migrate project structure and associated tasks, but project metadata such as milestones, dependencies, and time tracking require reconfiguration in Zoho Projects. The customer may choose to migrate project data as Deals with a custom Project module instead, depending on their post-migration workflow.

Claritysoft Helpdesk Tickets migrate to Zoho CRM Cases. Ticket status, priority, assignee, and conversation threads transfer as Case fields and EmailMessage records linked to the Case. Custom ticket fields require field-by-field mapping, and any SLA configuration from Claritysoft Helpdesk does not transfer to Zoho's Case SLA rules without manual rebuild.