Migrate from ConSol to Zoho CRM

ConSol contact profiles map 1:1 to Zoho CRM Contacts. The contact's full name, email address, phone number, job title, and postal address transfer as direct field maps. Any additional phone numbers stored as custom fields in ConSol migrate to Zoho custom fields on the Contact module. ConSol contact IDs are preserved in a Source_System_ID__c field for delta-run de-duplication.

ConSol company records map to Zoho CRM Accounts using the company name, domain/website, industry classification, employee count, and annual revenue fields directly. Parent-child company hierarchies in ConSol use a Parent_Company_ID field that maps to Zoho's ParentId lookup on Account. Accounts must be migrated before Contacts so the AccountId lookup resolves correctly on each Contact record.

ConSol cases are the most significant object to translate. Cases carry a title, description, priority level (P1–P4), assigned agent (owner), SLA threshold datetime, and status (Open / In Progress / Resolved / Closed). Zoho has no native case/ticket object in standard CRM, so cases map to the Deal module with custom fields: Case_Title__c, Case_Description__c, Priority__c, SLA_Threshold__c, Original_Case_Status__c, and Source_Case_ID__c for traceability. Teams using ConSol primarily as a helpdesk may opt instead for a custom Cases module.

ConSol SLA objects store escalation timers, priority-based response windows, and breach timestamps. Zoho CRM has no native SLA management object. We translate SLA data as three custom fields on the Deal: SLA_Response_Due__c (datetime), SLA_Resolution_Due__c (datetime), and SLA_Breach__c (checkbox). This preserves the SLA timeline for reporting even though Zoho does not enforce SLA thresholds natively.

ConSol knowledge-base articles store content, category tags, linked case IDs, and publication status. Zoho CRM has no built-in knowledge-base module. We migrate articles as Zoho Notes with Type set to 'Knowledge Base Article' and the article body stored in the Note's Content field. For clients who need a structured KB, we create a custom Knowledge_Base module in Zoho with fields for Title, Body, Category, and Related_Cases__c lookup.

ConSol change management records track change requests with approver, risk level, implementation plan, and schedule. These map to Zoho Deals with a record type 'Change Request' if multiple record types are configured, or as Deals with custom fields: Change_Request_ID__c, Risk_Level__c, Approver__c, and Implementation_Schedule__c. Approval status is preserved as a custom pick-list value.

ConSol service requests that are not tied to incidents map directly to Zoho CRM Deals. The request type, description, requesting user (contact lookup), assigned agent (owner), and target completion date migrate as equivalent fields on the Deal. Request type values map via value_mapping to Zoho pick-list options or custom pick-lists if the source values exceed Zoho's default pick-list capacity.

ConSol custom objects named with the _C suffix export as separate CSV files and the Zoho Data Migration Wizard auto-creates corresponding custom modules with matching API names. Custom object relationships that ConSol stores as N:N associations require a junction module in Zoho if the association is many-to-many — FlitStack surfaces these in the pre-migration mapping plan and creates the junction module if it does not already exist.

ConSol agent and user records map to Zoho CRM Users via email address matching. Active ConSol agents with valid email addresses are matched to existing Zoho users; unmatched agents are flagged before migration and either invited to Zoho or assigned to a fallback Zoho user designated by the client. ConSol role and department metadata is stored as custom fields on the Zoho User record for reporting continuity.

ConSol file attachments associated with cases, contacts, or companies are downloaded and re-uploaded to Zoho CRM's Attachments module. Each attachment is linked to the corresponding Zoho record via the record's ID. Zoho's attachment size limit is 25 MB per file; files exceeding this threshold are flagged for manual handling or chunked upload via Zoho API if the file format supports it.