Migrate from FactBox to Zoho CRM

FactBox contacts — named parties, opposing counsel, witnesses — map directly to Zoho CRM Contacts using the standard Contact object. Email address, phone number, job title, mailing address, and designation translate one-to-one without transformation. Contacts without a valid email address are routed as Leads in Zoho CRM when your team uses a split Lead/Contact model, preserving all contact data during migration.

FactBox organizations — such as law firms, corporate clients, courts, and government agencies — map directly to Zoho CRM Accounts. Core fields including account name, website URL, industry classification, and employee count translate one-to-one. Parent-child hierarchical relationships defined in FactBox between organizations map to Zoho's Account hierarchy using the Parent Account lookup field, preserving organizational structure in the target system.

FactBox Cases become Zoho CRM Deals because Deals carry stage, amount, expected close date, and owner — semantics that map well to legal-matter lifecycle (intake → active → discovery → settlement → closed). Case status values map to Zoho Deal Stage pick-list via value-mapping.

Practice area attributes such as M&A advisory, intellectual property litigation, employment law, and tax matters have no native field equivalent on the standard Zoho CRM Deal object. FlitStack addresses this gap by creating a custom pick-list field named Practice_Area__c on the Deal module, defining all practice area values from your FactBox workspace, and mapping each FactBox value to the corresponding Zoho pick-list entry during migration.

FactBox Facts have no direct Zoho CRM counterpart. FlitStack builds a Zoho CRM Custom Module named 'Facts' with custom fields matching FactBox's fact properties (Fact Description, Confidence Score, Source Citation, Fact Date, Related Court, Supporting Documents flag). Each Fact record links to its parent Case via a Deal lookup.

Evidence records in FactBox (documents, exhibits, correspondence) map to Zoho CRM Attachments on the parent Fact record. Files under 25 MB migrate directly; files exceeding 25 MB are flagged for Zoho Drive manual re-upload. All original filenames and MIME types are preserved.

FactBox documents attached to cases and facts migrate as Zoho CRM Attachments linked to the corresponding Deal (case) or custom Fact module record. Zoho's attachment API preserves the original upload date and linked record context. Documents over 25 MB are flagged in the migration report.

FactBox call logs map to Zoho CRM Tasks with Type='Call'; email logs map to Tasks with Type='Email'; meetings map to Events with original start/end timestamps and attendees preserved. All activity records are linked to the parent Contact, Account, or Deal as appropriate.

FactBox workspace users are matched to Zoho CRM users by email address. Unmatched users are flagged before migration begins — your Zoho admin must invite them to Zoho CRM first, or records are assigned to a designated fallback owner. User role and permission parity requires Zoho-side configuration post-migration.

Any custom fields on FactBox Cases, Facts, Contacts, or Organizations are migrated as Zoho CRM custom fields on the corresponding module. Multi-select pick-lists in FactBox become Zoho multi-select pick-lists. Date, number, and text custom fields map directly. Zoho field API names (CF_xxx) are resolved at migration time from the Fields API.