Migrate from edge CRM to Zoho CRM

edge CRM Contacts map to Zoho CRM Contacts. All standard properties (First Name, Last Name, Email, Phone, Address) transfer directly. Any custom fields defined on the Contact object in edge CRM are extracted as custom fields in Zoho CRM, with field type mapped to the nearest Zoho equivalent (text, number, date, picklist). The AI qualification score stored in edge CRM transfers as a numeric custom field qualification_score__c for use in Zoho workflows and views.

edge CRM Company records map to Zoho CRM Accounts. Company Name becomes Account Name, domain data maps to Website, and industry data maps to the Industry picklist. Accounts are imported first in the sequence so that Contact-Company associations resolve via the Account Name lookup when Contacts are imported.

edge CRM Deals map to Zoho CRM Deals. Deal Name, Amount, Expected Close Date, and Stage transfer directly. The edge CRM stage name maps to a Zoho CRM Stage via a written mapping table created during scoping. If the destination Zoho instance uses multiple pipelines, we assign the relevant pipeline at import time using the Record Type or custom field on Deal.

edge CRM's Lead object maps directly to Zoho CRM Leads. AI qualification scores transfer to a custom field. edge CRM Lead Status maps to Zoho Lead Status picklist values. If the customer's Zoho instance uses only Contacts and not Leads, we merge leads into Contacts during the transform phase, carrying all lead data and the qualification score into the Contact record.

edge CRM custom pipeline stages are extracted during the audit, including stage name, sequence order, and probability percentage. We create matching stages in Zoho CRM's pipeline configuration, preserving the probability percentages. If edge CRM stages do not map cleanly to Zoho's standard stage names, we create custom stage values in the Zoho picklist.

edge CRM Activity logs map to Zoho CRM activities. Call activities become Tasks with Task Type set to Call; emails become Tasks with Subject and Description; meetings become Events with Start DateTime and End DateTime; notes become Notes attached to the parent record via ContentDocumentLink. Each activity retains its original timestamp for timeline ordering.

edge CRM Tasks with due dates, completion status, and assignment transfer to Zoho CRM Tasks. Status (Open, Completed) maps directly. Overdue status is derived from Due Date being in the past and Status not equal to Completed, stored as a calculated field in Zoho rather than a system flag.

edge CRM custom fields on Contacts, Companies, Deals, and Leads are extracted with field type metadata. We map edge CRM field types to Zoho field types: text inputs become Single Line or Multi Line fields, numeric fields become Number fields, date fields become Date fields, and picklist-style fields become Picklist fields in Zoho. Custom field schema is created in the destination Zoho instance before any data import begins.

edge CRM Owners map to Zoho CRM Users by email address. We resolve each distinct Owner email against the Zoho User table during scoping. Any edge CRM Owner without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import continues, because OwnerId is a required reference on Deal and Activity records.

edge CRM document attachments export if a download endpoint is available. We flag all attachment records during scoping and assess per-record whether a download is feasible. Zoho attachments upload via the CRM Attachments API. We do not migrate email attachments stored inside engagement bodies; those remain in the original email system if the team uses external email sync.