Migrate from Fat Free CRM to Zoho CRM

Fat Free CRM Accounts map directly to Zoho CRM Accounts. We extract name, website, phone, billing address, and assigned user from the accounts table and map them to the corresponding Zoho standard fields. The accounts.contacts join table is used to establish the Contact-Account relationship during Contact import so that each Contact receives the correct AccountId lookup.

Fat Free CRM Contacts map to Zoho CRM Contacts. Fields include Salutation, First Name, Last Name, Email, Phone, Title, and the Contact's assigned user/owner. We resolve the contact_accounts lookup to attach each Contact to the corresponding Zoho Account during import. The contacts.opportunities join table is preserved separately for Opportunity mapping.

Fat Free CRM Leads are a distinct pre-conversion object and map directly to Zoho CRM Leads. Fields include status, source, rating, and assigned user. The taggings table associates tag records with leads; we map these to Zoho Lead Tags or a Multi-Select Picklist field depending on tag cardinality. Lead status values from Fat Free CRM are mapped to Zoho Lead Status picklist values during import.

Fat Free CRM Opportunities map to Zoho CRM Deals. Stage, Amount, Probability, Expected Close Date, and assigned user migrate directly. The opportunities_contacts join table (or equivalent) is resolved to attach the relevant Zoho Contact to each Deal via the Contact Name lookup. Closed-Won and Closed-Lost reason fields from Fat Free CRM map to Zoho custom fields if present in the source schema.

Fat Free CRM Tasks map to Zoho CRM Tasks. Title, Description, Due Date, Category, and completion status migrate. Open and completed tasks are imported. Task assignment is resolved by matching the source user_id to the provisioned Zoho user in the Owner reconciliation phase. Tasks linked to a specific Contact or Opportunity receive the corresponding Zoho WhatId lookup.

Fat Free CRM Campaigns track name, status, budget, and target metrics. We import campaign records and rebuild contact-campaign associations using the taggings and subscriptions tables. The campaign membership links are reconstructed in Zoho as Campaign Member records linked to the corresponding Contact or Lead. If the customer has a high-volume campaign structure, we may suggest Zoho's Campaigns module with manual member rebuild rather than automated import.

Fat Free CRM uses a global tagging system (acts_as_taggable) stored in the taggings and tags tables. We extract the full tag set per record (Contacts, Accounts, Opportunities, Leads) and map tags with fewer than 50 distinct values to Zoho Multi-Select Picklist fields on each module. Tags with high cardinality are mapped to Zoho module-level Tags for cleanliness. The customer selects the strategy during scoping.

Fat Free CRM Users (admin, user roles, and team membership) are exported as a reference roster with internal IDs, names, and email addresses. Because Zoho will have its own user directory, we cannot automatically reassign record ownership without destination write credentials. We deliver the user roster as a reference table and the customer provisions Zoho users and maps source user IDs to destination Owner IDs before record import resumes.

Fat Free CRM Groups are organisational units used for access control and data sharing. This concept does not map to a first-class Zoho CRM object. We map group membership to Zoho Territories (Enterprise and above) or note it as a manual configuration step for the customer's admin to implement post-migration using Zoho's sharing rules and roles.

Fat Free CRM custom fields on Accounts, Contacts, Leads, and Opportunities are stored in the source schema (either as additional columns on core tables or in a custom_fields extension table depending on the installation). We extract field definitions and values during schema discovery, then pre-create the corresponding custom fields in Zoho CRM before migration begins. Field type mapping requires judgment: text fields map to Single-Line, serialized JSON-like values map to Multi-Line, and date fields map to Zoho Date.