Migrate from EspoCRM to Zoho CRM

EspoCRM Contact records map directly to Zoho CRM Contact. Name, email, phone, address, and custom fields migrate 1:1. Multi-email fields in EspoCRM (which stores multiple email addresses in a single field type) map to Zoho's secondary email and other-email fields plus any additional custom email fields required. We preserve the EspoCRM Contact ID in a custom field espocrm_id__c for reconciliation.

EspoCRM Account records map to Zoho CRM Account. The Account Name becomes the Account Name in Zoho; industry, website, and billing address map to the corresponding Zoho fields. We resolve the link-multiple relationship to Contacts at migration time by creating Accounts first and then resolving the Account ID on each Contact record during import.

EspoCRM Lead records map to Zoho CRM Lead. EspoCRM Lead status values (New, Assigned, In Process, Converted, Junk, Dead) map to Zoho Lead Status picklist values. The conversion status and any converted-to Account or Contact IDs from EspoCRM are preserved as custom fields if the lead was already converted in EspoCRM, since Zoho Lead conversion is a separate action in the destination.

EspoCRM Opportunity records map to Zoho CRM Deal. Amount, stage, probability, close date, and description migrate directly. EspoCRM's Opportunity-Account relationship maps to the Zoho Deal-Account lookup. Stage names are mapped to Zoho Stage picklist values, and we configure the Zoho Deal pipeline stages before migration to match the EspoCRM pipeline structure.

EspoCRM Case records map to Zoho CRM Case. Status, priority, resolution, and description fields migrate directly. Case-Account and Case-Contact relationships map to Zoho's Account and Contact lookups on Case. The full conversation thread migrates as Zoho Comments on the Case record, preserving the original timestamp and author.

EspoCRM Campaign records map to Zoho CRM Campaign. Campaign name, type, status, start date, and end date migrate directly. Campaign targeting lists (linked Leads and Contacts) migrate as Zoho Campaign Members, with the member status set based on the EspoCRM target list entry status. Email send history from EspoCRM does not migrate because Zoho tracks campaign response at the member level.

EspoCRM Entity Manager custom entity types map to Zoho CRM Custom Modules. We export the entityDefs metadata first to capture all field types, relationship cardinalities (link-multiple, link-single), and required dependencies. The custom module schema is created in Zoho before any data migration, including all custom fields with type mappings (EspoCRM varchar to Zoho text, multi-enum to multi-select picklist or text depending on option count). We perform dependency graph analysis to determine import order for entities that reference each other.

EspoCRM Meeting records map to Zoho CRM Event. Start time, end time, location, and description migrate directly. Attendees from EspoCRM (Contacts, Leads, Users linked to the meeting) map to Zoho Event relations. We resolve attendee records by email match against the migrated Zoho Contacts and Leads.

EspoCRM Call records map to Zoho CRM Task with the Call subtype. Call direction, duration, purpose, result, and notes migrate to corresponding Zoho fields. We preserve the original call timestamp as the Activity Date on the Zoho Task.

EspoCRM Task records map to Zoho CRM Task with the standard task subtype. Status, priority, due date, and description migrate directly. Assigned user mapping resolves EspoCRM owner email to Zoho user records. We preserve the original task creation date as the Activity Date.

EspoCRM email records (stored as Activity with type Email) map to Zoho CRM Email. Subject, body, from address, to address, and timestamp migrate. Attachments referenced in EspoCRM emails are transferred to Zoho as email attachments linked to the migrated email record. We resolve the email's linked record (Contact, Lead, Account, Opportunity) in Zoho at migration time.

On self-hosted EspoCRM instances, files are stored in the data/files/ directory with Attachment records pointing to the filesystem path. We identify all Attachment records during discovery, extract the referenced files from the filesystem archive, and upload them to Zoho CRM's attachment system linked to the corresponding parent record (Contact, Account, Opportunity, Case, or Custom Module). This step runs after all parent records are present in Zoho to satisfy the attachment lookup requirement.