Migrate from Friday CRM to Zoho CRM

Friday CRM Company records map to Zoho CRM Account. The company name becomes Account Name; address fields map to Street, City, State, and PostalCode on the Account Address composite. We use Account Name as the dedupe key during import to prevent duplicate accounts. If the Friday CRM export contains multiple contacts per company, we import Accounts first, resolve the Zoho Account ID, then attach all linked Contacts to the parent Account lookup.

Friday CRM Contact records map to Zoho CRM Contact. Standard fields (First Name, Last Name, Email, Phone, Mobile, Title) migrate 1:1. Address fields map to the Contact Address composite. Custom Contact fields carry over with type conversion applied: radio selects become Zoho Picklist fields, single checkboxes become Checkbox fields, and URL fields become the Zoho URL field type which is natively supported.

Friday CRM Deals map to Zoho CRM Deals. Deal Name, Amount, Closing Date, and Stage migrate directly. Pipeline stage names from Friday CRM are mapped to Zoho stage values in the target pipeline. We preserve the deal-contact and deal-company relationships by resolving the Contact lookup and Account lookup on each Deal record during migration. If Friday CRM stores deal probability, we create a custom numeric field probability__c in Zoho.

Friday CRM radio select fields (one-of-many selection) map to Zoho CRM Picklist fields. The radio button options become picklist values in Zoho. We preserve the display order of options during migration and note that Zoho picklists support default values which we set from the Friday CRM field default if one was configured.

Friday CRM multiple checkbox fields (multi-select boolean options) require decomposition. Each checkbox option in Friday CRM becomes either a separate Zoho Checkbox field or a value in a Zoho Multi-Select Picklist depending on the customer's semantic preference. We confirm the strategy during scoping because Zoho multi-select picklists have a 250-character value limit per field that may affect large option sets.

Friday CRM single checkbox fields migrate to Zoho CRM Checkbox fields directly. We map true/false values from Friday CRM to true/false in Zoho Checkbox. If the Friday CRM export represents checkboxes as 1/0 integers, we convert them during the transform phase before Zoho import.

Friday CRM pipeline stages map to Zoho CRM Deal Stages within the target Pipeline. We preserve the stage display order and label. If the Friday CRM pipeline has more stages than the default Zoho pipeline, we create a custom pipeline in Zoho before migration and configure the stage sequence to match. Stage-to-Probability mappings from Friday CRM carry over as stage probability percentages in Zoho.

Friday CRM notes attached to Contacts or Deals migrate to Zoho CRM Notes linked via the Related To field. We parse the Friday CRM export for note content, note title (if available), and the associated parent record (Contact or Deal). Notes that lack a resolvable parent record are held in a reconciliation queue for manual association post-migration. Note timestamps migrate as the Created Date in Zoho.

Friday CRM tags on Contacts and Deals migrate to Zoho CRM Tags. We deduplicate tags across the export, parse comma-separated tag strings into individual values, and bulk-load them into Zoho. Zoho Tags are record-level labels accessible from the record header. If the customer uses tags for segmentation, we recommend migrating them as Zoho Tags rather than a custom picklist field because Zoho Tags support multi-record assignment from list views.

Friday CRM does not expose file attachments via its documented CSV export or public API. We flag this limitation during scoping and recommend exporting attachments manually through the platform UI before the migration date. Migrated file references are limited to any URLs stored in text or URL custom fields. We do not count attachment migration in the standard scope because it is not programmatically accessible from Friday CRM.