Migrate from CRM Service to Zoho CRM

CRM Service Accounts map directly to Zoho CRM Accounts module. Industry classification, annual revenue, phone, website, and address fields migrate with type-mapped equivalents. The Account Name field is the primary lookup anchor for all Contact and Opportunity references. We create Accounts before Contacts so that AccountId lookup resolution succeeds at Contact import time.

CRM Service Contacts map to Zoho CRM Contacts with First Name, Last Name, Email, Phone, Title, and Department preserved. Contact-to-Account linkage uses the Zoho Accounts lookup field. If the source CRM Service org uses the Lead object, Leads with LeadStatus converted map to Contacts while unconverted Leads import to Zoho Leads module. Original Lifecycle Stage or Lead Status is preserved in a custom field on the Zoho record.

CRM Service Opportunities map to Zoho CRM Deals. StageName maps to Deal Stage, Amount maps to Deal Amount, CloseDate maps to Closing Date, and Probability maps to Probability (if the target Zoho edition has probability enabled). If CRM Service uses multiple sales processes or record types, each becomes a separate Zoho Pipeline with its own stage values.

CRM Service Lead records map to Zoho CRM Leads module when the source org is on Sales Hub Enterprise. Lead fields including LeadSource, Status, Rating, and custom fields migrate to Zoho Leads. We flag any Lead with IsConverted = true as a Contact in Zoho rather than a Lead, since Zoho does not support a separate conversion workflow at import time. Lead scores from CRM Service custom fields migrate to a custom Zoho field.

CRM Service custom objects with __c suffix map to Zoho CRM Custom Modules. Each custom module is pre-created in Zoho before migration including all custom fields (with Zoho field types matched to CRM Service field types), lookup relationships, and validation rules. We enforce Zoho's 300-field-per-module and 5-lookup-field-per-module limits during schema design. Custom object relationships in CRM Service that exceed Zoho's lookup limit require re-architecting as multi-select picklist or tag fields.

CRM Service Tasks map to Zoho CRM Tasks. Subject, Status, Priority, ActivityDate, and Description migrate. OwnerId resolves to Zoho Users by email match. CRM Service tasks with TaskSubtype = Call preserve call duration in a custom field. Tasks are imported after parent records (Contact, Account, Deal) so that the WhatId and WhoId lookups are satisfied.

CRM Service Events map to Zoho CRM Events. Start DateTime, End DateTime, Subject, Location, and Description migrate. CRM Service Event Attendees map to Zoho Event Participants if the target Zoho edition supports them. Events are imported after Contacts so that attendee relationships resolve correctly.

CRM Service Notes (classic) map to Zoho CRM Notes attached to the parent record. Content body, title, and parent object reference migrate. If the source uses CRM Service ContentNote (Lightning Notes), these become Zoho Notes with rich text preserved. Notes import after the parent record exists to satisfy the lookup.

CRM Service Files (ContentDocument/ContentVersion) and Attachments require a staged file export and separate Zoho attachment API calls after parent records are created. Zoho's attachment limit per record varies by edition. We stage files in cloud storage, create the parent record in Zoho, then attach files via the Zoho Attachments API. Large file sets (over 5 GB total) require chunking across multiple API sessions with rate-limit handling.

CRM Service Campaigns map to Zoho CRM Campaigns when the source org includes marketing or has Campaign records. Campaign Name, Type, Status, StartDate, and BudgetedCost migrate. Campaign Members (Contacts associated with a Campaign) map to Zoho Campaign Members. We do not migrate Campaign influence data or multi-touch attribution models as Zoho Campaign does not support the same attribution architecture.

CRM Service Cases from Service Cloud map to Zoho Cases. Status, Priority, Origin, Subject, Description, and custom fields migrate. Case-to-Contact linkage preserves via the Zoho Contacts lookup. Open cases and recently closed cases migrate; cases older than 24 months are scoped out by default unless the customer specifies a longer retention window. Case comments and email threads migrate as Case Notes.

CRM Service Users map to Zoho CRM Users by email address. Active users in CRM Service who have matching Zoho User accounts receive migrated records. Inactive users in CRM Service can be flagged for Zoho user creation before migration or excluded depending on the customer's data retention policy. User roles and profiles in CRM Service do not directly map to Zoho roles; we document the role hierarchy for the customer's admin to configure post-migration.