Migrate from Glaze CRM to Zoho CRM

Glaze CRM Contact records map to Zoho CRM Contact. Standard fields (First Name, Last Name, Email, Phone, Mobile, Title) migrate directly. Any Glaze custom properties on Contact require a schema audit before mapping because white-label instances define custom fields independently. We request a sample Contact export with all visible fields and infer field types (text, number, date, multi-select) from the data values. Multi-select values in Glaze are split into individual Zoho multi-select picklist entries.

Glaze CRM Company records map to Zoho CRM Account. Account Name, Website, Industry, Billing Address, and Phone migrate directly. The Company-to-Contact relationship is preserved by importing Accounts before Contacts and resolving the AccountId lookup on each Contact record at migration time. Glaze's company-level tags migrate as Zoho Accounts Tags.

Glaze CRM Deal records map to Zoho CRM Deal. Deal Name, Amount, Stage, Expected Close Date, and Owner migrate directly. Glaze pipeline stages are reconciled against Zoho's Deal Stage picklist; any non-matching stage names are flagged for the customer to configure in Zoho before migration. Glaze deal-level custom fields migrate as Zoho Deal custom fields with type mapping inferred from data inspection.

Glaze CRM Lead records (separate from Contacts) map to Zoho CRM Lead. Lead Source, Status, Owner, and any custom fields migrate directly. Lead Status values are reconciled against Zoho's standard Lead Status picklist values. If Glaze uses custom lead statuses, we document them for Zoho configuration before migration.

Glaze CRM Task records map to Zoho CRM Tasks. Subject, Due Date, Status, Priority, and Description migrate. Task associations to Contacts, Deals, or Companies are remapped using the destination Zoho record IDs resolved during the import phase. Completed versus open task flags are preserved as Zoho Task Status values. Task owner mapping uses email-based user resolution.

Glaze CRM Users who are assigned as deal owners or task assignees map to Zoho CRM Users resolved by email address. We extract every distinct owner referenced across Contacts, Companies, Deals, and Tasks and match by email against the Zoho destination User table. Owners without a matching Zoho User go to a reconciliation queue for the customer's admin to provision before record import resumes.

Glaze CRM custom fields on Contacts, Companies, and Deals are migrated to Zoho CRM custom fields created during the schema setup phase. We infer field type from Glaze data values: plain text becomes Zoho Text, numeric values become Zoho Number, date values become Zoho Date, and comma-separated multi-value fields become Zoho Multi-Select Picklist. Zoho enforces 300 fields per module; we validate the total custom field count against this limit during scoping.

Glaze CRM tags on Contacts, Companies, and Deals migrate as Zoho CRM Tags. Tags stored as flat string arrays are reapplied to the corresponding records in Zoho. Tag migration does not require schema configuration; Zoho's tagging model accepts string values at import time.

Glaze CRM pipeline and stage configurations are organizational-level settings unique to each white-label instance. We document existing pipelines and stages from the Glaze export and produce a Zoho Pipeline Configuration Guide specifying which stages to create, what order they should appear in, and how they map to the source stage names. Pipeline configuration is not automated; it is performed manually by the customer's Zoho admin before deal migration begins.

Glaze CRM document attachments store file metadata (filename, upload date, linked record) but do not expose a documented file export API. We migrate document metadata as Zoho CRM Attachment records with the filename and linked entity preserved. Actual file binaries require a separate manual download from Glaze and upload to Zoho WorkDrive; this step is outside standard migration scope and is flagged for the customer to handle.