Migrate from eSalesTrack to Zoho CRM

eSalesTrack Leads map directly to Zoho CRM Leads. We extract all standard lead fields (name, email, phone, company, status, source) and any eSalesTrack custom lead properties. The eSalesTrack Lead status values are mapped to Zoho CRM Lead Status picklist values during the field transform phase. If eSalesTrack exposes a lead score or rating field, we map it to a Zoho custom field for retention in the Lead record.

eSalesTrack Contacts map to Zoho CRM Contacts. We map first name, last name, email, phone, mobile, title, department, and address fields directly. Owner assignment resolves by email match to a Zoho User record. Any eSalesTrack custom contact fields are evaluated against Zoho's 300-field-per-module limit; fields exceeding the cap are flagged for discussion with the customer before migration.

eSalesTrack Accounts map to Zoho CRM Accounts. The Account Name becomes the Account field value; eSalesTrack account website, industry, phone, billing address, and employee count map to their Zoho equivalents. We resolve the parent-account hierarchy if eSalesTrack exposes a parent account reference, creating Account hierarchy linkage in Zoho using the parent Account Name as the lookup anchor.

eSalesTrack Opportunities map to Zoho CRM Deals. The deal name, amount, close date, stage, probability, and owner transfer directly. The eSalesTrack pipeline and stage assignment maps to a Zoho CRM Pipeline and Stage that we configure in Zoho's Pipeline Management before migration. Closed-Won and Closed-Lost reasons in eSalesTrack map to Zoho's Loss Reason and Won Reason fields.

Each eSalesTrack pipeline becomes a Zoho CRM Pipeline. Stage labels, stage order, and probability percentages transfer to Zoho Stage definitions. We configure the pipeline in Zoho's Pipeline Settings before Deal migration begins, ensuring that stage assignment on import matches the pre-built structure. Stage probability rounding follows Zoho's integer-percentage model.

eSalesTrack record owners map to Zoho CRM User records. We match by email address. Any eSalesTrack owner without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before Deal and Contact migration proceeds. Owner is required on Deal and Contact in Zoho, so this step gates subsequent phases.

eSalesTrack tasks map to Zoho CRM Tasks. Subject, due date, status, priority, and description transfer. Owner assignment resolves via the User email lookup. If eSalesTrack exposes task type or category, we map it to Zoho's Task Status or a custom field to preserve categorization. Activity ordering is preserved using the original eSalesTrack created date as Zoho's Activity Date.

eSalesTrack call records map to Zoho CRM Calls. Call duration, disposition, direction, and outcome transfer to Zoho Call fields. The linked Contact or Lead reference resolves to the migrated Zoho record ID. Call notes and outcome text migrate as Call notes to preserve the full conversation record. If eSalesTrack stores a recording URL, we flag it for the customer's admin to relink post-migration.

eSalesTrack meeting records map to Zoho CRM Events. Start time, end time, location, title, and description transfer. Attendee email addresses resolve to migrated Zoho Contacts or Leads via the User mapping table. If attendee records cannot be resolved, the event is migrated with an attendee note for manual follow-up. All-day event flags migrate from eSalesTrack date-only fields.

eSalesTrack email engagement records map to Zoho CRM Emails. Email subject, body (plain text and HTML), sender, recipient, CC, BCC, and timestamp transfer to Zoho Email fields linked to the migrated Contact or Lead record. We resolve the Zoho record ID using the email address match against the migrated Contact and Lead tables before inserting email records.

eSalesTrack note records (engagement type NOTE) map to Zoho CRM Notes. Note title, body, and creation timestamp transfer to Zoho Notes linked to the parent record (Contact, Lead, Account, or Deal). Note attachments migrate as Zoho Attachments linked to the same parent record. If eSalesTrack uses a separate attachments table, each file migrates as a Zoho CRM Attachment with the parent relationship preserved.

eSalesTrack custom objects map to Zoho CRM Custom Modules. We pre-create the destination custom module schema in Zoho, including all custom fields with matching data types, before importing any records. Lookup relationships from the custom object to standard eSalesTrack objects resolve to Zoho CRM lookup fields on the custom module. Custom module naming in Zoho uses the API name provided by the customer, normalized to Zoho's naming conventions.