Migrate from Flexie to Zoho CRM

Flexie Workers map to Zoho CRM Contacts. Name, phone, email, employment status, and availability windows map directly. Custom properties per worker require explicit field-level mapping to Zoho Contact fields; Zoho's 300-field limit per module accommodates most custom schemas. Active employment status maps to Zoho Contact field or a custom picklist. Workers with no email become Contacts without email addresses; these require review for duplicate detection.

Workers in pre-employment stages (applicants, pending onboarding) map to Zoho CRM Leads rather than Contacts. We use Flexie's worker_status property to determine the split: Active and OnLeave workers become Contacts; Applicant and Pending stages become Leads. The original Flexie status is preserved in a custom field for reconciliation.

Flexie Venues map to Zoho CRM Accounts used as a proxy for locations or establishments. Venue name becomes Account Name, address fields map to Address fields on Account. Venue-level custom fields (operational hours, venue type, capacity) map to custom Account fields. Venues with hierarchical relationships (franchise structures) use Zoho Account hierarchical lookup if enabled on the destination org.

Flexie Shifts map to Zoho CRM Tasks representing time blocks assigned to workers. Shift start_time and end_time map to Zoho Task Due Date and (if available) Start Date; the shift time window is embedded in the Task subject and description. Shift status (Open, Filled, Cancelled) maps to Task Status or a custom picklist. Open shifts without an assigned worker map to Tasks with no Contact lookup and flagged for review.

Flexie Shift Assignments link Workers to Shifts and preserve coverage status, notes, and timestamps. We resolve the assignment by linking the migrated Task (from Shift) to the migrated Contact (from Worker) via Zoho Task's Contact lookup. Assignment status (Accepted, Declined, No Response) becomes a custom Task field. Coverage gaps (unfilled shifts) are preserved as Tasks without a Contact link and flagged for admin review.

Flexie Entity Forms serve as data entry points and workflow triggers. There is no direct 1:1 object in Zoho CRM. We document every Entity Form definition (field structure, submission targets, and workflow trigger logic) and recommend rebuilding as Zoho Forms (for data collection) linked to a custom Zoho CRM module (for storage). Form submission records migrate as records in the custom module.

Flexie documents attached to workers, shifts, or venues migrate as attachments linked to the equivalent Zoho CRM record (Contact for worker documents, Account for venue documents, Task for shift documents). We extract file metadata and links; actual file hosting must be transferred separately via Zoho Drive or an external storage service. Documents without a linked record are held in a document queue for manual attachment.

Flexie custom properties per worker vary by account and are extracted during discovery. We map each custom property to a typed Zoho Contact field (text, picklist, number, date, or checkbox). Picklist values are reviewed against Zoho picklist length limits (40 characters per value). Any Flexie custom property exceeding Zoho limits is flagged for truncation or splitting into multiple fields.

Flexie custom properties per venue map to Zoho Account custom fields with the same type-mapped approach. Venue-specific operational settings (capacity limits, shift templates, compliance flags) migrate as custom Account fields. Multi-select picklists become Zoho multi-select picklist fields with the same value set.

Flexie Workflows are platform-native automation sequences that do not migrate 1:1 to Zoho CRM. We document every active Flexie workflow with its trigger conditions, action sequence, and field updates, and deliver a written inventory recommending equivalent Zoho Workflow Rules or Blueprint stages. The customer's admin rebuilds these in Zoho post-migration.

Flexie tracks worker availability windows (days and hours of availability). We map these to Zoho custom Contact fields (availability_days__c as multi-select picklist, availability_start__c and availability_end__c as time fields). Recurring availability is documented for admin to configure as Zoho Workflow Rules or calendar-based scheduling.

Flexie provides real-time shift coverage visibility across venues. There is no native equivalent in Zoho CRM. We document the Flexie coverage report structure and recommend rebuilding as a Zoho Analytics report or custom Zoho CRM report using Task records filtered by venue (Account), status, and date range. The customer's admin configures the reporting view post-migration.