Migrate from Click to Zoho CRM

Contacts are stored in the underlying Microsoft Dynamics 365 CRM, not in ClickDimensions itself. We extract from Dynamics first to obtain the base contact record — name, email, phone, address, title, company — then overlay any ClickDimensions custom field annotations (consent flags, engagement scores, lifecycle properties) as Zoho CRM custom fields on the Contact record. The Dynamics contact ID is preserved in a custom field cd_original_id__c for audit traceability.

Accounts (Companies) are stored in Dynamics 365 and linked to Contacts via the parent-account relationship. We extract Account records from Dynamics, preserve the company name, website, industry, and address fields, and create the Account in Zoho CRM before importing any child Contacts so that the Account Lookup is satisfied at insert time. The Dynamics account ID is preserved in cd_original_id__c.

Leads stored in Dynamics 365 with any ClickDimensions marketing annotations (lead score, source campaign, custom scoring fields) migrate to Zoho Leads. ClickDimensions custom field values on Leads become Zoho CRM custom fields. Lead status from Dynamics maps to the Zoho Lead Status picklist. We validate required Zoho fields (Last Name or Company Name) against the Dynamics source fields before import.

Dynamics 365 Opportunities map to Zoho CRM Deals. The opportunity name, amount, close date, and stage migrate directly. Dynamics pipeline stages map to Zoho Deal Stage values. Owner is resolved by email match to the Zoho User table. The Dynamics opportunity ID is preserved in cd_original_id__c. If the Dynamics instance uses multiple pipelines, we configure Zoho Deal Stages and custom view filters to replicate the pipeline structure.

ClickDimensions Email Send records represent campaign-level sends attached to CRM contacts. We map the campaign name, send date, total recipients, and open rate to a Zoho CRM Campaign record. Individual contact-level send and engagement data (whether a contact received a specific email, and its open/click status) maps to Campaign Member records tied to the Zoho Contact. ClickDimensions does not expose per-contact open and click events via its API in a structure directly compatible with Zoho Campaign Members, so we map the available aggregate send status and note engagement completeness at the campaign level.

ClickDimensions Event Registrations link CRM contacts to event records with registration status, session choices, and custom registration fields. We map the event name, date, and venue to a Zoho Event record. Registration status (Registered, Attended, No-Show, Cancelled) and custom registration field values map to custom fields on the Event or to a linked Zoho Tasks record per attendee. Session selections are stored as custom multi-select picklist fields in Zoho. We resolve the Contact reference by email match against the Zoho Contact table.

ClickDimensions survey responses are linked to CRM contacts and contain question-answer pairs in custom field structures. We extract the full response record including all question-answer pairs and map them to a Zoho custom module named Survey_Responses__c. Each question becomes a custom field on the module; answers populate those fields. The survey name and response date migrate as metadata fields, and the contact reference maps to a Contact Lookup. If the survey uses complex multi-question structures that exceed practical custom field limits, we flatten the response into a Note attached to the Contact with the full response text preserved.

ClickDimensions web tracking events capture page visits, form submissions, and behavioral data tied to known contacts (identified by email). Anonymous visitor events cannot be linked to a CRM contact and are optionally migrated as aggregate summary records. Known-contact events map to Zoho Task records with a custom Task Type of Web_Tracking and the page URL, timestamp, and referrer stored in custom fields. The Task is linked to the Contact via the WhoId field. We resolve contacts by email match against the Zoho Contact table.

ClickDimensions creates standard CRM activities in Dynamics 365 for email engagements, form submissions, and other interactions. These are standard CRM activity objects (Task and Event) that migrate cleanly to Zoho Tasks and Events. Email activity migrates as a Zoho Task with the email subject and body in the description field. Meeting and call activities migrate as Zoho Events with start and end times preserved. Activity timestamps are preserved by setting the Zoho Activity Date to the original Dynamics timestamp. The Dynamics activity ID is preserved in cd_original_id__c.

ClickDimensions custom fields on Tasks and other entities migrate to Zoho CRM custom fields of equivalent type. We create the Zoho custom field during schema build using the same logical name, select the matching Zoho field type (text, picklist, number, date, checkbox), and map the values during data import. Free Forever plan customers who hit the 60-use write limit may have fewer custom fields populated; we document any fields that exceeded the limit for manual remediation by the customer's admin post-migration. Custom fields that reference other CRM records (e.g., a custom field pointing to a Contact) are created as Zoho Lookup fields where supported.

Dynamics 365 Users referenced as record Owners on Contacts, Accounts, Leads, and Opportunities map to Zoho CRM Users by email match. We extract the distinct owner list from Dynamics, match against the Zoho User table, and hold any unresolved owners in a reconciliation queue for the customer's Zoho admin to provision before record import continues. Owner ID from Dynamics is preserved in cd_original_owner_id__c on migrated records for audit.