Migrate from Flowlu to Zoho CRM

Flowlu Contacts map to Zoho CRM Leads by default for unqualified or prospect-stage records, and to Zoho CRM Contacts for qualified records. We use Flowlu's lifecycle stage and contact status to determine the split at migration time. The original Flowlu lifecycle stage is preserved in a custom Zoho CRM field for audit. Email serves as the dedupe key during import. Flowlu contacts without email are flagged for manual review before insert.

Flowlu Company records map directly to Zoho CRM Accounts. The company name becomes Account Name, industry maps to Industry picklist, website maps to Website, and address fields map to their Zoho equivalents. The Contact-to-Company relationship is preserved by resolving the Account reference on each Contact record during import. Flowlu companies with no contacts are imported as standalone Accounts.

Flowlu Opportunities map to Zoho CRM Deals. The opportunity name, amount, probability, expected close date, and custom fields migrate directly. Flowlu's pipeline stage assignment maps to the Zoho CRM Deal stage. We preserve the probability percentage as a custom field in Zoho CRM since Zoho Deal stages have their own probability configuration that we configure separately.

Flowlu Pipeline definitions (stage names, stage order, probability per stage) map to Zoho CRM Pipeline and Stage configuration. We extract the full pipeline schema from Flowlu including stage labels and probability values, then configure matching Pipelines in Zoho CRM before Deal import begins so that stage assignment is valid at insert time.

Flowlu Tasks map to Zoho CRM Tasks. Task name, description, status, due date, assignee, and custom fields migrate. Task dependency relationships from Flowlu are preserved as a custom field in Zoho CRM (dependency_graph__c) since Zoho CRM Tasks do not have a native dependency model. Task parentage to Flowlu Projects is preserved as a lookup field value for reconstruction if Zoho Projects is added.

Flowlu Notes map to Zoho CRM Notes attached to the parent record (Contact, Account, or Deal). Note content, author, and creation timestamp migrate. If a Note references a Flowlu Project or Task as its context, that reference is preserved in a custom text field for manual reassignment post-migration.

Flowlu file attachments on Contacts, Companies, Opportunities, Tasks, and Notes migrate as Zoho CRM Attachments linked to the equivalent parent record. We download attachments from Flowlu during extraction, re-upload to Zoho CRM during import, and preserve the original filename and MIME type. Attachments exceeding 25 MB are flagged for manual delivery since Zoho CRM has file size limits per attachment.

Flowlu Invoices have no native Zoho CRM equivalent because CRM modules do not include invoicing. We extract invoice data (line items, totals, payment status, dates) and deliver it as a structured CSV with Zoho Books import instructions if the customer uses or plans to use Zoho Books. If Zoho Books is not in scope, invoices are documented as a separate migration workstream. Historical invoice data is preserved in the deliverable regardless of the Books decision.

Flowlu Projects have no native Zoho CRM equivalent. Project name, description, stage, deadline, and custom fields are extracted and preserved as a custom Zoho CRM module (Flowlu_Projects__c) with lookup relationships to related Contacts and Deals. If the customer licenses Zoho Projects, we provide a mapping guide for recreating project structures there. Tasks nested under Flowlu Projects map to Tasks with a custom project_reference__c field linking them to the project record.

Flowlu Time Entries map to Zoho CRM Tasks with a custom field entry_type__c set to 'Time Entry' to distinguish them from standard tasks. Duration, billable flag, user, and date migrate. Time entry references to parent Task or Project are preserved in custom fields for reconciliation. Non-billable time entries are imported as standard Tasks; billable entries retain the billable flag in a custom field.

Flowlu Custom Fields on Contacts, Companies, Opportunities, Tasks, Projects, and Knowledge Base items require field-by-field type mapping. List fields in Flowlu map to Zoho CRM picklists, checkbox fields map to boolean, date fields map to Zoho date fields, and free-text fields map to Zoho text fields. We extract the complete custom field schema per object type during scoping, resolve type mismatches with the customer, and configure destination fields before any data import begins. Missing or mis-typed custom fields are the most common cause of migration row-count discrepancies.