Migrate from Daffodil CRM to Zoho CRM

Daffodil CRM Contact records with a lifecycle stage property (lead, qualified, customer) are split into Zoho CRM Leads for unqualified prospects and Zoho CRM Contacts attached to Accounts for qualified buyers. The lifecycle stage value migrates into a custom field original_lifecycle_stage__c on the Zoho record so the customer's admin can verify the split logic and use it in Zoho workflows post-migration. Contact name, email, phone, company association, and all custom fields map directly by name.

Daffodil CRM Company records map to Zoho CRM Accounts. Company name becomes Account Name; domain or website maps to the Website field; industry maps to Industry picklist. We use company name as the dedupe key during import so that Account is created before Contact import satisfies the Account Lookup. If Daffodil CRM stores multiple contacts per company, all contact-to-company links are preserved by resolving the AccountId after Account insert.

Daffodil CRM Deal records map to Zoho CRM Deals. We map deal name, amount, stage, expected close date, owner, and associated contacts. Zoho Deal stages are configured to match the Daffodil CRM stage names before migration; if Daffodil CRM uses multiple pipelines, we configure Zoho Custom Modules or multiple Deal layouts to preserve the pipeline separation. Custom fields on Deals migrate as custom fields in Zoho with equivalent data types.

Each distinct stage name from Daffodil CRM's deal pipeline is created as a Zoho CRM Deal Stage value before any Deal import begins. Stage probability percentages from Daffodil CRM map to the Zoho stage probability field. We coordinate with the customer to confirm stage mapping because Daffodil CRM's stage names are per-customer implementation.

If Daffodil CRM uses multiple deal pipelines, we configure Zoho CRM Custom Modules to hold the additional pipeline data rather than attempting to flatten into a single Deal object. Each Custom Module gets its own module layout, fields, and related list. The mapping decision is made during scoping based on how many distinct pipelines Daffodil CRM uses.

Daffodil CRM Activity records export as flat rows by activity type. We map call disposition, duration, and outcome to Zoho Tasks (TaskSubtype = Call); email records to Zoho Tasks with type = Email; meeting records to Zoho Events with location, start time, and end time preserved; task records to Zoho Tasks with Status and ActivityDate. The related contact or deal link is resolved by matching on contact email or deal name during import.

Custom fields from Daffodil CRM are per-customer implementation with no standard field name reference. We request a complete field inventory from the customer during discovery, then pre-create each field in Zoho CRM using the matching data type (text, number, date, picklist, multi-select, checkbox, currency). Multi-select picklists from Daffodil CRM become Zoho multi-select picklists; date fields are reformatted to YYYY-MM-DD before import.

Daffodil CRM Users referenced on Contact, Company, and Deal records are mapped to Zoho CRM Users by email address match. We export a distinct list of all owner IDs during scoping, match them to Zoho User emails, and flag any owners without a Zoho User account for the customer to provision before migration. Active status migrates; inactive Daffodil CRM users become inactive Zoho CRM users.

Daffodil CRM tags applied to contacts, companies, or deals export as comma-separated values. We flatten these during the transform step. For 15 or fewer distinct tags per field, we create a Zoho multi-select picklist and populate the values directly. For more than 15 distinct tags, we use Zoho's Tags feature with tag records created via the Zoho CRM API after migration.

Daffodil CRM file attachments (documents, images, uploaded files) are not reliably exportable via standard CSV. We export attachment metadata (file name, file type, upload date, related record) as a separate mapping and flag the full file migration as out of scope. Customers who need attachment files coordinate with Daffodil Software for direct file export and we handle the Zoho attachment upload separately. Attachment metadata migrates as Zoho Notes with a reference to the original file name.

Custom fields on Daffodil CRM Contact records (industry-specific picklists, checkbox flags, date fields, numeric fields) are pre-created in Zoho CRM as Contact custom fields before the Contact import phase. Picklist values are mapped one-to-one; multi-select values are reformatted to Zoho's multi-select delimiter format. We verify each custom field type against the Daffodil CRM export data sample during scoping.