Migrate from eZnet CRM to Zoho CRM

eZnet CRM Accounts map directly to Zoho CRM Accounts (internally called Companies in some UI contexts but API-named Accounts). The account name, website, address, phone, industry, and type fields map to equivalent Zoho Account fields. We preserve the primary contact association by exporting it during Contacts migration. Account is created first so that the Account lookup is satisfied at Contact insert time.

eZnet CRM Contacts map directly to Zoho CRM Contacts with the Account-Contact lookup preserved via the Account Name field. Standard fields (first name, last name, email, phone, mobile, title, mailing address) map to Zoho Contact fields. We resolve the Account reference from the eZnet Account-Contact relationship during migration so that Contacts land under the correct Zoho Account without orphaned records.

eZnet CRM Leads map to Zoho CRM Leads as distinct records separate from Contacts. Lead status, lead source, rating, and custom lead fields migrate. Note that Zoho CRM treats Leads as a separate module from Contacts (unlike some CRMs that merge them), so any eZnet CRM Leads that have been qualified and converted in the source should be exported as Leads to Zoho Leads rather than Contacts.

eZnet CRM Opportunities map to Zoho CRM Deals. The opportunity name, amount, expected close date, stage, probability, and owner fields migrate. We map eZnet's pipeline stage names to Zoho Deal stage names, and we preserve any custom opportunity fields. Deal-Account linking is resolved via the Account lookup at migration time.

eZnet CRM Activities cover calls, emails, tasks, and events. We split by activity type: calls and tasks migrate as Zoho Tasks with Task Type set to Call or Task respectively; meetings migrate as Zoho Events with start/end time, location, and attendees. Email associations are stored as Zoho Notes attached to the related Contact or Account. We preserve the activity date for timeline ordering.

eZnet CRM Document Library records are exported with metadata (document name, file type, associated Account or Contact) and mapped to Zoho CRM Attachments. Actual file blobs require separate handling and are flagged during scoping; we export document metadata as a structured CSV and the customer handles blob transfer through Zoho's file upload mechanism or a file share handover. Parent record association (Account, Contact, Deal) is preserved via lookup resolution.

eZnet CRM custom fields on Accounts, Contacts, Leads, and Opportunities are captured with full schema metadata: field name, API name, data type, picklist values, and visibility settings. We pre-create matching custom fields in Zoho CRM before data import using Zoho's field editor, mapping picklist values from eZnet to Zoho picklists and preserving any conditional visibility rules as Zoho field-level rules. Fields without a direct type equivalent (e.g., multi-select in eZnet without a Zoho multi-select equivalent) are noted for the customer to choose a mapping strategy.

eZnet CRM pipeline and stage configuration tied to Opportunities is captured (stage names, order, win/loss definitions) and mapped to Zoho CRM's Deals pipeline configuration. We configure Zoho pipeline stages matching the eZnet stage order, and probability mapping is preserved. Zoho supports multiple Deal pipelines; if the source has a single pipeline, we configure one in Zoho and note the multi-pipeline option for future expansion.

eZnet CRM user records with role-based assignments migrate as Zoho CRM Users. We resolve owners by email match. Any eZnet user without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Inactive users from eZnet are preserved as historical owners on Opportunities and Activities so that attribution is not lost.

eZnet CRM marketing campaign records and associated email marketing data are exported. Campaign name, type, status, start date, and budget migrate to Zoho Campaigns. Campaign member associations to Contacts migrate as Zoho Campaign Members linked to the migrated Contacts. Note that Zoho handles campaign member status tracking differently (Responded, Sent, Opted Out) versus eZnet's model; we map the nearest equivalent status value.