Migrate from Clarra to Zoho CRM

Clarra contact records split across two Zoho objects: personal contact fields (name, email, phone, address) land in Contact; company-level fields (firm name, industry, website) land in Account with a lookup link from Contact to Account. If Clarra stores firm name as a free-text field on the contact record, we map it to Account.Name and create the Account first.

Clarra Matters map directly to Zoho Deals. Matter name maps to Deal Name, matter amount or billing value maps to Deal Amount, and matter stage/status maps to Deal StageName via a value-by-value pick-list mapping. Each Clarra pipeline maps to a separate Zoho Sales Pipeline so stage values are scoped correctly.

Clarri's matter stage pipelines become Zoho Sales Pipelines. Stage names and probabilities are mapped value-by-value. If Clarra uses custom stage labels, we document the mapping table during planning and configure Zoho pipeline stages to match before data lands. We also verify that any stage probability changes are reflected in Zoho's pipeline settings to avoid forecast discrepancies.

Clarra documents attached to Matters are downloaded and re-uploaded to the corresponding Zoho Deal record as Attachments. Files are linked to the parent Deal using Zoho's attachment API. File size must be under 25MB per Zoho's limit — large files are flagged and split before migration.

Clarri calendar events — deadlines, hearings, client meetings — map to Zoho Events with Subject, Start DateTime, End DateTime, and Location preserved. The parent Matter reference is stored in a custom field on the Event record so the legal context is retrievable in Zoho.

Clara task items map to Zoho Tasks with Subject, Status, Priority, and Due Date preserved. Open tasks migrate with Status='Not Started'; completed tasks migrate with Status='Completed'. Owner is resolved by email match against Zoho users. If a matching Zoho user is not found, the task is assigned to a designated fallback owner to prevent orphaned records.

Clara notes attached to Matters map to Zoho Notes with Body content and title preserved. If Clarra stores notes in a rich-text format, the HTML is stripped to plain text during transformation to comply with Zoho's note field format. This ensures readability across devices.

Clarra users are matched to Zoho users by email address. Unmatched users are flagged before migration — your team either creates the Zoho user account first or assigns those records to a fallback Zoho user. No record lands without a valid Zoho OwnerId.

Clara custom fields have no automatic Zoho equivalent. We create matching custom fields in Zoho CRM via the Settings > Fields API before migration begins. Field data type is preserved: text stays text, pick-list stays pick-list, date stays date. The API names are auto-generated by Zoho and stored in the mapping reference.

Clara billing records and invoice line items have no direct Zoho CRM equivalent. If your migration scope includes billing history, we map these to a Zoho custom module with appropriate fields, or advise rebuilding invoicing in Zoho Books post-migration. This is disclosed during planning and your team chooses the approach.