Migrate from DinamikCRM to Zoho CRM

DinamikCRM Contact records map directly to Zoho CRM Contacts. Standard fields including name, email, phone, and address transfer as typed fields. We preserve contact ownership by resolving DinamikCRM owner references to Zoho Users via email matching. Any DinamikCRM contact linked to a Company record inherits the AccountId via the parent Company-to-Account mapping executed first.

DinamikCRM Company records map to Zoho CRM Accounts. Company name becomes Account Name, domain information maps to Website, and the company-contact relationship is preserved by linking Contact records to the parent Account during the Contact phase. We use the company name as the dedupe key for duplicate prevention.

DinamikCRM Lead records map to Zoho CRM Leads with lead status preserved in a custom field. We transfer lead scoring values where present as a custom field on the Zoho Lead. Lead-to-contact conversion history migrates as a linked record note rather than a native conversion action, which requires admin re-conversion in Zoho after migration.

DinamikCRM Activity log entries map to Zoho CRM Tasks. Each activity type (call, email, meeting, general) is assigned the appropriate Task subtype in Zoho. Activity timestamp becomes Activity Date; activity notes become Task Description. The WhoId links to the migrated Contact or Lead. We chunk large activity volumes into parallel batches and use Zoho's REST API with rate-limit handling.

DinamikCRM Appointment records with date, time, attendee, and status fields map to Zoho CRM Events. Start DateTime, End DateTime, and Location transfer directly. Attendee mapping links to EventRelation records pointing at the migrated Contacts and Users. Scheduling-specific fields unique to DinamikCRM are flagged as custom fields for admin review.

DinamikCRM Deal records with values, stages, and ownership map to Zoho CRM Deals. Deal value maps to Amount, stage maps to Stage, and owner maps to Owner via email resolution. The parent Contact or Company linkage is resolved at migration time using the lookup relationships captured during the source schema discovery phase.

DinamikCRM pipeline stage names and order are configured in Zoho CRM Pipelines before Deal migration begins. We create Zoho Pipeline records matching the DinamikCRM pipeline structure, set stage probability percentages from DinamikCRM values, and assign the pipeline to the Deals module. Any custom stage logic in DinamikCRM is documented for manual configuration.

DinamikCRM Invoice records with line items, totals, and status are mapped to Zoho CRM Quotes for basic migration or to a Zoho custom module for full invoice fidelity. Line item detail transfers as Quote Line Items. Financial fields are validated post-migration by the customer's finance team since tax and currency formatting may differ between systems.

DinamikCRM DESK module tickets with status, priority, assignee, and conversation threads map to Zoho CRM Cases. Ticket status maps to Case Status, priority maps to Priority, and conversation threads migrate as EmailMessage records linked to the Case. If the customer uses Zoho Desk separately, tickets migrate there instead with its own ticket object model.

DinamikCRM's per-account custom modules are discovered during the initial schema enumeration phase. Each discovered custom module is mapped to a Zoho CRM Custom Module created before data migration. All custom fields are pre-created in Zoho with matching types, and lookup relationships to standard objects are established so that parent-record resolution works during import. File naming convention _C.csv is used for Zoho auto-detection or mapped manually.

DinamikCRM User records and ownership assignments map to Zoho CRM Users. We resolve DinamikCRM owner references by email against the destination Zoho org's User table. Any DinamikCRM Owner without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record migration resumes. Active versus inactive status is preserved.

DinamikCRM Feedback entries with text content and metadata are mapped to Zoho Notes linked to the parent Contact or Company record. If the feedback data has a structured schema (ratings, categories, sources), we create a Zoho custom module to preserve field-level fidelity. The customer chooses between Notes and custom module during scoping.