Migrate from Delta Sales CRM to Zoho CRM

Delta Leads map directly to Zoho CRM Leads. We preserve Delta's lead status, source, and owner assignment during extraction and import via Zoho's REST API. Any Delta lead conversion history (converting a lead to a contact or deal) does not carry forward because Delta does not expose conversion records through its export format; we document the conversion pairs as a manual action item for the customer's admin post-migration.

Delta Contacts map directly to Zoho CRM Contacts. The contact's linked company maps to a Zoho Account lookup, resolved at import time using the company name as the dedupe and match key. Phone, email, address, and custom field values transfer with field-type alignment—Delta text fields map to Zoho single-line text, number fields to Zoho number fields, and date fields to Zoho date pickers.

Delta Company records map to Zoho CRM Accounts. The company name becomes the Account Name field used as the dedupe key during import. Account is loaded before Contact to satisfy the Account-Contact lookup dependency in Zoho. Any Delta company-specific custom fields migrate to Zoho Account custom fields configured before the import phase.

Delta Deals map to Zoho CRM Deals. The deal name, amount, stage, owner, and linked Contact and Company references transfer. Delta pipeline stage names map to Zoho Deal Stage values, which we configure in Zoho Setup before migration. Deals with linked Products carry the product lookups resolved against Zoho Product records inserted in a preceding phase.

Delta's multiple customizable pipelines map to Zoho CRM Pipelines. We export the pipeline names, stage names, stage order, and stage probabilities as configuration metadata from Delta, then recreate the same pipeline and stage structure in Zoho CRM Setup. Zoho Pipelines do not support custom probability percentages per stage natively, so we note this limitation and apply the most common values as stage-level guidance for reps.

Delta Activities split across three Zoho modules: tasks map to Zoho Tasks, scheduled meetings map to Zoho Events, and call records map to Zoho Call Logs. Each activity type is extracted separately from Delta's activity export and imported to the corresponding Zoho module using the record's creation date for Activity Date ordering. Assignee resolution uses the Delta owner email matched to Zoho User email.

Delta Products map to Zoho CRM Products. We export the product name, SKU, unit price, and description from Delta and create matching Zoho Product records before Deal import so that Deal-to-Product lookups resolve at migration time. Product pricing and currency fields align with Zoho's product pricing model, including the Standard Price Book entry.

Delta Invoices map to either Zoho CRM Quotes or Sales Orders depending on the customer's Zoho configuration and whether the Zoho Books integration is active. We export invoice headers, line items, amounts, and payment status from Delta. Line-item alignment requires field-by-field mapping between Delta's invoice structure and the chosen Zoho module. If the customer uses Zoho Books, we recommend migrating invoices to Zoho Books directly rather than the CRM Invoice module.

Delta Payment records (amount, date, method, linked invoice reference) map to Zoho CRM Payments. We resolve the linked invoice reference at migration time using the invoice number as a lookup key. Partial payments and multi-payment invoices are supported by migrating individual payment records with their respective linked invoice references.

Delta custom fields on Leads, Contacts, Accounts, Deals, Products, and Invoices map to Zoho CRM custom fields on the corresponding modules. Each custom field requires manual creation in Zoho CRM Setup before import because Delta does not expose field type metadata in its export. We provide a custom field inventory document listing the field name, Delta data type, recommended Zoho field type, and current populated value sample from the Delta export.

Delta file attachments linked to contacts, companies, deals, and invoices export as binary files with their associated record ID. We extract attachments to local storage, map them to Zoho Attachments by resolving the source record ID to the corresponding Zoho record ID, then upload via the Zoho Attachments API. Large attachment batches require chunking because Zoho's file upload API has per-request size limits.

Delta Beat Plans are route sequences assigning field reps to customer visit order on specific dates. No standard Zoho module provides beat planning or route scheduling, so we create a custom module named Delta Beat Plans in Zoho CRM. We export beat plan assignments and route sequences from Delta as CSV, including rep name, date, customer visit order, and location fields, then map these to the custom module's fields. Route geometry and GPS tracks are not transferable.

Delta user accounts referenced as record owners map to Zoho CRM Users. We resolve by matching the Delta user email to the Zoho User email. Any Delta owner without a matching Zoho User is held in a reconciliation queue, and the customer provisions the Zoho User before record import resumes. Inactive Delta users are mapped to inactive Zoho Users to preserve the owner attribution on historical records.

Delta tags stored as comma-separated values in text fields or as multi-checkbox custom fields map to Zoho multi-select picklist fields. We extract the distinct tag values from Delta, create a picklist in Zoho with those values, and populate the multi-select field on the corresponding records. The customer chooses whether tags apply to Contacts, Deals, or both during scoping.