Migrate from Corteza CRM to Zoho CRM

Corteza CRM Lead records map directly to Zoho CRM Leads. Standard fields (first name, last name, email, phone, rating) align with Zoho's Lead field names. The lead conversion workflow in Corteza creates Accounts, Contacts, and Opportunities; we preserve the conversion metadata (original lead ID, conversion timestamp) in a custom Zoho field for audit trail purposes. Lead status and source fields map to Zoho's standard picklist fields, and any custom lead fields migrate as custom fields in Zoho.

Corteza CRM Accounts (companies) map directly to Zoho CRM Accounts. The account name becomes the Account Name field, industry classification maps to Zoho's Industry picklist, and address data migrates to Zoho's address compound field. Social media URLs migrate to custom URL fields. Account is created before Contact import so that the Account-Contact lookup relationship is satisfied at the moment of Contact insert.

Corteza CRM Contacts map to Zoho CRM Contacts. Each Contact's relation to a parent Account migrates as a Lookup field resolved at migration time using the Account name dedupe key. Standard fields (first name, last name, email, phone, job title) align with Zoho's field names. If the source Corteza instance uses a flat contact model without Account linkage, we create placeholder Accounts during migration to satisfy Zoho's Account-Contact relationship requirement.

Corteza CRM Opportunities map to Zoho CRM Deals. The opportunity stage maps to Zoho's Stage picklist, amount maps to Amount, probability maps to Probability (as integer), and close date maps to Closing Date. Each Deal can relate to an Account and multiple Contacts via Deal Contact Role records. If Corteza Opportunities reference a custom pipeline model, we create Zoho Custom Pipeline Views to preserve the visual stage layout.

Corteza CRM Campaigns map to Zoho CRM Campaigns with campaign member associations preserved via Campaign Member records linking Contacts and Leads to the Campaign. Campaign type, status, start date, and budget migrate to Zoho's corresponding fields. Campaign member response tracking (sent, opened, clicked, converted) maps to Zoho Campaign Member Status values.

Corteza CRM Cases migrate to Zoho CRM Cases with status, priority, origin, and resolution fields mapped directly. Case-Account and Case-Contact relationships are resolved at migration time using Account name and Contact email as dedupe keys. If the source Corteza instance uses a custom case numbering scheme, we create a Zoho custom field to preserve the original case ID for reference.

Corteza CRM Tasks map to Zoho CRM Tasks. Standalone tasks and tasks related to any parent record (Lead, Account, Contact, Opportunity) both migrate with their Status, Priority, Due Date, and Assignee preserved. Task assignees resolve via email match against Zoho User records, with unresolved owners placed in a reconciliation queue for your Zoho admin to provision.

Corteza CRM Events (meetings, calls) migrate to Zoho CRM Events with Start DateTime, End DateTime, and Location preserved. Event parent-record linkage (which CRM record the meeting was related to) migrates as Event-Account and Event-Contact relations resolved via dedupe keys at migration time. Organizer and attendee references map to Zoho User and Contact records via email matching.

Corteza CRM Quotes migrate to Zoho CRM Quotes with QuoteLineItems preserved as line items under each Quote. The parent Opportunity (Deal in Zoho) reference is resolved at migration time using the Deal name as the dedupe key. Pricing information migrates to Zoho's pricing fields, and terms and conditions text migrates to the Quote description or custom field depending on structure.

Corteza CRM Products map to Zoho CRM Products with product name, code (SKU), and pricing details preserved. If the source uses Pricebook and PricebookEntry records to manage tiered pricing, we create Zoho Products with multiple Price Details entries to replicate the pricing structure. Product active/inactive status maps to Zoho's Active field.

Corteza CRM custom modules created via the low-code builder map to Zoho CRM custom modules. We pre-create the destination schema in Zoho before any data import, including all custom fields, field types (text, number, date, lookup, picklist), and any custom validation rules. Custom module records migrate after standard object import so that lookup relationships to standard objects are satisfied. The migration field map documents each custom field's Corteza type and recommended Zoho equivalent.

Corteza CRM Contracts with ContractLineItem and ContractContactRole structures migrate to a Zoho custom module named Contracts with line item subform fields and a Contact lookup. Contract terms, start and end dates, and related Account reference map to Zoho custom fields. If the destination Zoho org includes Zoho Contracts or Zoho Billing as an add-on, we configure the native module instead of a custom module.