Migrate from Convert Wire to Zoho CRM

Convert Wire Leads map directly to Zoho CRM Leads. The Lead module in Zoho requires Last Name as a mandatory field — if Convert Wire stores leads with only a company name, FlitStack extracts the company name into the Company Name field and populates Last Name as the primary contact name or a placeholder derived from the full name field. All other standard fields (email, phone, source, status) map field-by-field.

Convert Wire Contacts map directly to Zoho CRM Contacts. Zoho requires Last Name on every Contact — FlitStack parses full-name fields from Convert Wire into first name and last name components. Contacts without a last name receive a generated placeholder so the Zoho import does not reject the record. Primary company association maps to Zoho's Account Lookup field, requiring the Account to exist before the Contact is inserted.

Convert Wire company records map to Zoho CRM Accounts. The mapping preserves the Account Name, Website, Industry, Phone, and Address fields. Parent-child company hierarchies in Convert Wire map to Zoho's Parent Account lookup field. Accounts must be migrated before Contacts to satisfy Zoho's foreign-key constraint on the Account Lookup field in the Contact module.

Convert Wire Deals map to Zoho CRM Deals. The Deal Name, Amount, Closing Date, and Description fields migrate directly. The deal stage requires value mapping because Convert Wire stage names (for example, 'Proposal Sent', 'Negotiation', 'Closed Won') must be matched against Zoho's Stage pick-list values in your Zoho pipeline configuration. If Convert Wire stages do not exist in Zoho, FlitStack documents the unmapped values for your admin to create before the migration runs.

If Convert Wire uses multiple named pipelines, each pipeline maps to a Zoho CRM Pipeline. Zoho's multi-pipeline feature (available on Professional tier and above) lets you define separate pipelines with different stage sets. FlitStack creates a Zoho Pipeline mapping plan that names each target pipeline and assigns Convert Wire's stage values to the correct Zoho stage names — preventing stage bleed where a value from Pipeline A lands in the wrong Pipeline B.

Convert Wire Tasks map to Zoho CRM Tasks. Subject, Description, Status, Priority, and Due Date fields migrate directly. The Task's linked record (Contact, Account, or Deal) maps to Zoho's WhatId or WhoId fields — WhatId for Account and Deal lookups, WhoId for Contact and Lead lookups. If a task in Convert Wire links to multiple records, FlitStack creates the primary link and flags the secondary for your admin to handle as a related list item.

Convert Wire Events map to Zoho CRM Events. The Subject, Start DateTime, End DateTime, Location, and Description fields migrate directly. Zoho Events support All-Day flag — FlitStack sets this based on whether Convert Wire stores an explicit time or just a date. Events linked to Contacts or Deals map to Zoho's WhatId/WhoId fields using the same resolution logic as Tasks.

Convert Wire file attachments re-upload to Zoho CRM's Attachments module linked to the target record (Contact, Account, or Deal). Zoho's file size limit is 10 MB per attachment. Files exceeding 10 MB are flagged — FlitStack can re-host them in Zoho Docs or an external URL and store the link in a custom URL field on the record so the attachment is not lost, just referenced differently.

Convert Wire custom fields on Leads, Contacts, Accounts, or Deals require pre-creation in Zoho CRM before the migration runs. FlitStack delivers a custom-field setup plan naming each field, its Zoho data type, and any pick-list values that need to be loaded. Fields with the _C naming convention in a CSV filename will auto-create as custom modules in Zoho during the migration wizard run, but FlitStack prefers pre-creation so field IDs are known before inserts begin.

If Convert Wire stores product or service records used in Deals (for example, as line items or product associations), these map to Zoho CRM Products. Product Name, Unit Price, Product Code, and Description migrate directly. Zoho Products can be linked to Deals via the Deals Products related list after both records exist — FlitStack sequences the Product migration before Deal line-item insertion.