Migrate from Fulcrum Snap to Zoho CRM

Fulcrum Snap Clients map directly to Zoho CRM Accounts. Firm name, address, phone, website, industry, and employee count fields translate field-by-field in a one-to-one mapping. Parent-client hierarchies used in Fulcrum Snap are preserved by mapping to Zoho's Parent Account lookup field, ensuring multi-entity firm structures transfer intact. All standard firm identification fields carry over without transformation.

Fulcrum Snap Contact records — including lawyer names, paralegal names, and client representatives — map to Zoho CRM Contacts with first name, last name, email, phone, job title, and mailing address. The primary client (Account) link is resolved via the AccountId lookup field, which must reference a pre-existing Account record. Contact records in Fulcrum Snap maintain their professional role information through the Title field in Zoho.

Contacts in Fulcrum Snap who are prospective clients without a signed engagement map to Zoho CRM Leads. Contacts with an active matter or signed engagement route to Zoho CRM Contacts attached to an Account. The split is based on Fulcrum Snap's matter status field. Leads receive the full contact details while routing logic preserves the distinction between prospect and active client records.

Fulcrum Snap Matters map to Zoho CRM Deals. Matter name becomes Deal name; billing amount maps to Deal amount; matter open/closed date maps to expected close date. Matter stage in Fulcrum Snap maps to Zoho Deal Stage via value-by-value mapping.

Fulcrum Snap matter stages (Inception, Active, Pending, Closed, Billed) map to Zoho CRM Deal Stage pick-list values. Each stage probability is re-applied from Zoho's standard stage-probability model. Stage-transition timestamps from Fulcrum Snap are preserved as custom datetime fields in Zoho.

Fulcrum Snap time entries (hours, date, description, lawyer assigned) map to Zoho CRM Tasks with Task Subject set to the matter name + description, Due Date from the entry date, and Owner resolved by email match. Billable hours flag becomes a custom checkbox field.

Fulcrum Snap bills map to a Zoho CRM custom module called Billing Records. Fields include invoice number, amount, status, issue date, and linked Deal. This module is created during migration setup with the _C naming convention Zoho recognizes for auto-module creation.

Any Fulcrum Snap custom module with custom-defined fields migrates to a Zoho CRM Custom Module with the same name. Custom field types (text, number, currency, date, picklist) are created in Zoho using the Settings > Fields API. Module relationships are preserved as Zoho lookup fields.

Fulcrum Snap file attachments including PDFs, spreadsheets, scanned documents, and images are downloaded from Fulcrum Snap's storage and re-uploaded to the corresponding Zoho CRM record as Attachments. File size limits of 25 MB per file in Zoho are enforced during re-upload; oversized files exceeding this threshold are flagged for manual handling by your team before migration completion.

Fulcrum Snap user IDs are resolved against Zoho CRM users by matching email addresses. Staff members without a matching Zoho user account are flagged as unmatched owners in the migration report. Your team can choose to invite these individuals to Zoho before migration or assign their records to a designated fallback user during the import process.

Fulcrum Snap notes attached to Matters, Clients, or Contacts migrate to Zoho CRM Notes with the original content, formatting, and timestamp preserved. Rich-text styling including bold, italic, and bullet formatting transfers where supported. Each note in Zoho is linked to its parent record type (Matter, Client, or Contact) maintaining the original contextual association.

Fulcrum Snap tags applied to records are collected and, if fewer than 50 distinct values, migrated as a custom pick-list field on the relevant Zoho module. If more than 50 values, tags are preserved as a custom multi-select text field for reference.