Migrate from FranConnect to Zoho CRM

FranConnect Leads map directly to Zoho CRM Lead records. Lead status, source categories, and owner assignments migrate as standard and custom Lead fields. Drip campaign membership (sequence step and enrollment date) migrates as a custom multi-select picklist or text field; the active campaign logic itself does not migrate as an automation artifact and is documented for rebuild in Zoho Workflows.

FranConnect Contacts (franchisor staff and franchisee representatives) map to Zoho CRM Contacts. Standard fields (name, email, phone, address) migrate directly. Custom contact properties are individually mapped during discovery. The franchisee type (primary contact, operations lead, finance contact) migrates as a custom picklist or related module lookup depending on the customer's Zoho configuration.

FranConnect Franchisee records (individuals or entities operating units) require a configuration decision: map to Zoho Account for entity-type franchisees, or build a custom Franchisee custom module if the franchisee relationship needs to remain distinct from standard B2B accounts. We present both options during discovery and the customer selects. Associated agreement details, territory assignments, and ownership stakes migrate as custom fields on the chosen destination.

FranConnect Units represent operational franchise locations and have no standard Zoho CRM equivalent. We create a custom Units module with fields for address, unit status, franchisee assignment (lookup to Account or Franchisee module), opening date, and site-level custom fields. Multi-unit hierarchies are flattened into parent-unit and child-unit lookup relationships. The customer's admin configures the Units module layout post-migration.

FranConnect Territory records define geographic boundaries tied to franchise agreements. We create a custom Territories module with geographic data (region names, zone identifiers), exclusivity flags, and a lookup to associated Units. Coordinate or polygon boundary data migrates as text or JSON blob fields since Zoho CRM does not natively support geographic geometry; the customer's admin can layer this into a Zoho Analytics or third-party map integration post-migration.

FranConnect Royalty Manager stores financial ledger entries tied to units and franchisee agreements. We extract invoice, payment, and royalty calculation records as a CSV, pre-format date and numeric fields to Zoho import spec, and load them into Zoho Invoices or a custom Royalty Ledger module depending on the customer's Zoho Books configuration. Royalty percentage and fee schedule data migrate as custom fields. We do not rebuild the royalty calculation engine; that logic is documented for the customer's admin to configure in Zoho Books or Deluge.

FranConnect Task and Checklist records (used for opening procedures, compliance workflows, and operational SOPs) migrate to Zoho CRM Task records. Task group names, dependencies, mandatory/optional flags, and reminder schedules migrate as custom fields. We do not recreate task dependency logic or automated reminders; these are documented for the customer's admin to rebuild in Zoho Workflows and Blueprints if needed.

Site Visit records (inspections, audits, compliance visits at units) migrate as Task records or a custom Site Visits module, depending on whether the customer needs structured visit scoring and response analysis. Visit summaries, completion status, scoring data, and response analysis migrate as fields. Audit chart visualizations are FranConnect-rendered artifacts and do not transfer; underlying data migrates for the customer to rebuild charts in Zoho Analytics.

FranConnect Trouble Tickets tied to franchisee users migrate to Zoho CRM Case records. Ticket status, department assignment, conversation threads, and resolution notes migrate as standard and custom Case fields. If the customer licenses Zoho Desk post-migration, Cases sync bidirectionally with Zoho Desk tickets using the native integration.

FranConnect document metadata and URLs linked to Leads, Units, Franchisees, and Tasks migrate as Zoho Notes with file URLs. File binary transfers are handled via FranConnect's document export; we extract document metadata including owner, module association, and file type, and store these in Zoho Notes or related record attachment references. The customer's admin handles the physical file transfer separately.