Migrate from Honcho CRM to Zoho CRM

Honcho CRM Lead records map directly to Zoho CRM Leads. We preserve lead source, status, and any custom fields defined on the Lead module. The email address serves as the dedupe key during import. If Honcho stores lead scores or rating values as custom fields, we create matching custom fields in Zoho before migration.

Honcho CRM Contact records map directly to Zoho CRM Contacts. Standard fields (name, email, phone, address) map to Zoho's corresponding fields. Custom fields on contacts are detected during scoping and recreated in Zoho with matching field types (text, picklist, date, numeric) before import. Contact-Company linkage is preserved via the Company lookup.

Honcho CRM Company records map to Zoho CRM Accounts. The company name becomes the Account Name field and serves as the dedupe key during import. We create Accounts before Contacts so that the Account Lookup field on Contact is satisfied at insert time. Any custom fields on Companies are recreated in Zoho's Account module.

Honcho CRM Deals map to Zoho CRM Deals. The deal name, value, stage, expected close date, and owner fields migrate directly. We map the Honcho deal stage name to the matching Zoho Sales Stage. If the deal references a Company or Contact by ID, we resolve that to the Zoho Account or Contact ID created during the earlier import phases.

Honcho CRM pipeline stage names and order are extracted from the pipeline configuration during scoping. We recreate these as Zoho CRM Sales Stages under the relevant Sales Process. Stage probabilities migrate if Honcho stores them; otherwise, we set Zoho defaults and the customer adjusts post-migration. The mapping is documented in the field map before any data moves.

Honcho CRM's Deal Timeline is a proprietary activity tracker with no standard CRM equivalent. We flatten each timeline entry into a dated Note attached to the migrated Zoho Deal. Each note carries the action description, timestamp, and a reference to the originating Deal ID. At the destination, these appear as chronological Notes on the Deal record. Customers should verify that activity history meets their requirements after migration.

Honcho CRM supports custom fields on Contacts and Companies. We detect all custom field definitions during scoping, including field type, required status, and picklist values. We pre-create matching custom fields in Zoho CRM (within the 300-field per module limit) before any record import begins. Honcho's field type definitions guide the Zoho field type selection.

Honcho CRM user records contain name, email, and role. We export user assignments on Deals and Contacts. Mapping to Zoho Users requires matching by email address because Honcho does not expose a user ID suitable for direct reference. Any Honcho owner without a matching Zoho User email is flagged in the reconciliation report for the customer's admin to provision before record import.

Honcho CRM's QuickBooks sync settings and linked invoice references are stored per-organization and are not included in exports. We flag any Deals that have QuickBooks invoice associations during scoping and deliver a separate artifact listing those Deals with their invoice references. The customer manually re-links relevant records in Zoho's native QuickBooks integration post-migration. Invoice data itself should be reconciled directly in QuickBooks.

Honcho CRM tracks engagement through Deal Timeline entries rather than a standalone activity log. We sequence these timeline entries chronologically and land them as Note records in Zoho CRM attached to the relevant Deal. The Zoho Activities module (Tasks, Events) is available for the customer's admin to populate manually post-migration if activity management is a priority.