Migrate from GP Flow to Zoho CRM

GP Flow stores customers and vendors in separate master tables. We split them on migration: records flagged as prospective customers become Zoho Leads; active customers and vendors become Zoho Contacts. Lifecycle metadata (customer type, last transaction date) is preserved in custom fields on both records for reporting continuity.

GP Flow companies map 1:1 to Zoho Accounts. Company name, website, address, and industry fields migrate as direct equivalents. GP Flow's multi-address structure (billing/shipping) maps to Zoho's Billing Address and Shipping Address field sets. If GP Flow stores a parent-company relationship, we map it to the Account.Parent_Account lookup in Zoho.

GP Flow deals map directly to Zoho Deals. Each deal's name, amount, expected close date, and owner are transferred as-is. GP Flow deal stages (e.g., Prospect, Qualified, Proposal, Negotiation, Closed Won, Closed Lost) map via value mapping to Zoho's Stages picklist. Stage probabilities and forecast category are re-applied based on Zoho's default stage model.

GP Flow's pipeline model maps to Zoho's Stage picklist per deal. Each unique stage in GP Flow gets a corresponding stage value in Zoho. Stage order is preserved. If GP Flow uses multiple pipelines, we replicate them as separate Stage picklists or as a custom Pipeline multi-select field in Zoho CRM Professional and above.

GP Flow custom fields and user-defined table columns are extracted as named data columns. Each unique GP Flow custom field requires a corresponding custom field to be created in Zoho CRM before migration. We deliver a custom-field creation plan (field name, API name, data type, pick-list values if applicable) so your Zoho admin can provision them before the migration run.

GP Flow tasks and to-do items migrate as Zoho Tasks. Subject, description, due date, status, and priority transfer directly. The task owner resolves by email match to a Zoho user account. Completed date and time are preserved as a custom datetime field if the Zoho default completed-date behavior differs from GP Flow's model.

GP Flow call logs and scheduled meetings migrate to Zoho Calls and Events respectively. Subject, start time, duration, related party, and outcome are preserved. Zoho Events use Start_DateTime and End_DateTime fields that map from GP Flow's meeting start/end timestamps. Call direction (inbound/outbound) migrates as a Zoho Call custom field if your Zoho plan supports it.

GP Flow notes attached to any record migrate as Zoho Notes. Note title, body content, author, and creation timestamp transfer directly. If GP Flow notes use rich text or HTML formatting, we strip unsupported markup and migrate the plain-text content to preserve readability in Zoho. Parent record linkage is maintained so notes remain attached to the correct Account, Contact, or Deal in Zoho.

GP Flow file attachments are exported from the GP document management system or file share and re-uploaded to Zoho CRM Files. Original file names and MIME types are preserved. Zoho CRM's 25MB per-file limit applies — files exceeding this are flagged before migration so your team can split or compress them. Inline images in GP Flow notes are extracted and re-hosted as Zoho attachments.

GP Flow workflow definitions — approval chains, conditional routing logic, and escalation rules — do not have a direct Zoho CRM equivalent that accepts automated migration. We export your GP Flow workflow definitions as a structured JSON reference document with field names, conditions, and step sequence. Your Zoho admin uses this as a rebuild guide for Zoho Blueprint, which offers a visual workflow editor with stage-based process automation.

GP Flow users are matched to Zoho CRM users by email address. If a GP Flow user has no matching Zoho user account, we flag that record for your team to provision the user in Zoho before migration, then reassign the owner by email match. This prevents records from landing without a Zoho owner assignment.