Migrate from ForceManager CRM to Zoho CRM

ForceManager Companies map directly to Zoho CRM Accounts. Standard fields (company name, type, rating, address, responsible person) map to their Zoho equivalents. We resolve any z_-prefixed extra fields on the Company record during field mapping and recreate them as native Zoho custom fields with human-readable labels. The responsible person assignment maps to the Zoho User lookup on the Account.

ForceManager Contact records map to Zoho CRM Contacts. The Contact-to-Account lookup is resolved by matching the parent Company to the imported Account record. We preserve Contact ownership by resolving the ForceManager responsible person to the Zoho User by email match. Custom fields with z_ prefixes are recreated in Zoho with display labels retrieved from the ForceManager Fields menu during scoping.

ForceManager Opportunities map to Zoho Deals. The opportunity stage name maps to Zoho Stage, and the pipeline assignment maps to a Zoho Sales Pipeline that we configure before migration. Deal value, expected close date, probability (if present), and responsible user migrate as typed Zoho fields. Closed-Lost and Closed-Won outcomes from ForceManager map to Zoho Stage values.

ForceManager Activities represent logged calls, meetings, and field interactions. Calls and tasks migrate as Zoho Tasks with the activity type preserved in a custom field. Meetings with a start and end time migrate as Zoho Events with Start DateTime, End DateTime, and Location preserved. Activity-to-Contact and Activity-to-Company lookups are resolved by matching the linked record IDs to the migrated Contact and Account IDs.

ForceManager Calendar Events export separately from Activities and include event name, date/time, location, and GPS coordinates. We map these to Zoho Events. GPS coordinates are stored in a Zoho custom field since Zoho Events do not have a native location coordinates field. Attendee associations migrate as Event Guest records in Zoho.

ForceManager Tasks with status, due date, and assignee map to Zoho Tasks. Open and completed status migrate directly. Assignee resolution uses the User mapping by email match. Tasks linked to specific Contacts or Companies have their Zoho lookups resolved once the parent records are imported.

ForceManager Sales Order and Sales Order Line entities map to Zoho Sales Orders and Line Items if the destination Zoho CRM account includes the Sales Orders module (available in Professional and above). If the destination account uses only the Deals module, we map Order data into Deal Line Items. We preserve product name, quantity, unit price, and total amount.

ForceManager Users (via /users endpoint) map to Zoho CRM Users. We resolve by email match across both platforms. Any ForceManager User without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record imports that depend on owner assignments proceed. Active/inactive status is preserved.

All ForceManager custom fields carry a z_ prefix in the API payload — for example, z_internal_currency or z_text_special. We query the ForceManager Fields endpoint during scoping to retrieve display labels and field types, then pre-create matching custom fields in Zoho CRM with human-readable names before any data import begins. The z_ prefix is stripped from the destination field API names per Zoho conventions.

ForceManager Views (saved list filters) are configuration rather than data. We document the filter structure, field criteria, and sort order from the /views endpoint during scoping. These are not importable into Zoho as views. We provide a written map of each ForceManager View with recommended Zoho Advanced Filter equivalents for the customer's admin to recreate in Zoho's Views section.

ForceManager list membership is derived from saved view filters or explicit segment definitions. We reconstruct list membership by applying the same filter logic in Zoho or by creating static lists from the membership snapshot at migration time. If the customer uses Zoho's Tags feature, we can alternatively map segment membership to Zoho Tags on the relevant records.

ForceManager attachments associated with Companies, Contacts, and Opportunities are not accessible via the REST API. We flag all attachment dependencies in the scoping report and advise customers to download attachments from the ForceManager web UI before the migration window. Once the customer provides the downloaded files, we can upload them to Zoho CRM via the API or WorkDrive storage. Without customer-provided files, attachment references are not migratable and we cannot guarantee completeness.