Migrate from improveit 360 to Zoho CRM

improveit 360 leads map directly to Zoho CRM Leads. Standard fields (name, email, phone, address, status, source) transfer as-is. Construction-specific lead properties (project type interest, trade category, insurance claim flag) are created as Zoho custom fields and populated during migration.

When an improveit 360 lead reaches a qualified status, the migration converts it to both a Zoho Contact and a Zoho Account. The lead's company name becomes the Account name; the individual's name becomes the Contact name. The Account is created first to satisfy Zoho's Contact-to-Account lookup relationship.

improveit 360 standalone contacts (not tied to a lead conversion) map to Zoho CRM Contacts. Direct field mapping applies to name, email, phone, job title, and address fields. Any improveit 360 contact that has an associated company becomes linked to the corresponding Zoho Account via the Account Name lookup.

improveit 360 Company records map to Zoho CRM Accounts. Company name maps to Account Name; website maps to Website; industry maps to Industry (with value mapping for non-standard industry labels); employee count maps to Employees (Number field); annual revenue maps to Annual Revenue. improveit 360 branch or location sub-records may be stored as a custom field on the Zoho Account or as a separate custom module depending on complexity.

improveit 360 Deals map to Zoho CRM Deals. The deal name maps to Deal Name; amount maps to Amount; stage maps to Stage (with value mapping since stage names differ between platforms); expected close date maps to Closing Date; owner email resolves to the corresponding Zoho user. Deal-to-Contact and Deal-to-Account associations are preserved via Zoho's built-in lookup fields.

improveit 360 stage names (e.g., Prospect, Proposal Sent, Negotiation, Won, Lost) are mapped value-by-value to Zoho CRM stage names. If improveit 360 uses custom stage labels unique to the installation, those are created as new stage values in Zoho. Stage probability percentages are optionally applied as a Zoho custom field since Zoho's default probability settings are configured per stage in the pipeline setup.

improveit 360 Quotes migrate to Zoho CRM Quotes. The quote is linked to the corresponding Deal (via Deal Name lookup) and the Contact (via Contact Name lookup). Line items migrate as Zoho Quote Line Items referencing Zoho Products if product records exist or are migrated; otherwise, line item descriptions and prices transfer as freeform text on the Quote record.

improveit 360 Tasks map to Zoho CRM Tasks. Subject maps to Subject; due date maps to Due Date; status maps to Status; assigned-to resolves to the Zoho user by email match. Tasks linked to a specific lead, contact, or deal are re-linked via Zoho's Task layout lookups. Overdue tasks flagged in improveit 360 are preserved as-is.

improveit 360 call logs migrate to Zoho CRM Calls. The call subject, date, duration, and outcome are mapped to their Zoho counterparts. The call is linked back to the parent record (Contact, Lead, or Deal) via Zoho's related-to lookup. Call disposition values (e.g., Connected, No Answer, Left Voicemail) are mapped to Zoho Call Purpose or stored as a custom field if no direct match exists.

improveit 360 appointments map to Zoho CRM Events. Start date/time and end date/time transfer as-is. Location, title, and description map to Zoho Event fields. Assigned user resolves by email to Zoho user; attendees (if stored as contact references) are added as Zoho Event invitees. Recurring appointment patterns are stored as a custom field note since Zoho does not natively import recurrence definitions from external CRMs.

improveit 360 Notes migrate to Zoho CRM Notes attached to the parent record (Contact, Account, or Deal). Note content, author, and create date transfer. Rich-text formatting in improveit 360 notes is preserved as HTML in Zoho Notes. Notes with file attachments download and re-upload to Zoho Files, with the Note record updated to include a link to the re-uploaded file.

improveit 360 Projects have no direct Zoho CRM native equivalent — Projects live in Zoho Projects (a separate product). We create a Zoho CRM Custom Module named 'Projects' and map project name, status, start date, and associated deal reference. Project cost and budget fields migrate as custom currency fields on the custom module. Teams that need full project management functionality should use Zoho Projects post-migration; we provide a data export formatted for Zoho Projects import.

improveit 360 custom fields such as Insurance Verified, License Number, Trade Category, Project Type Interest, and Estimated Project Value Range have no Zoho native equivalent. We create Zoho custom fields on the corresponding modules (Lead, Contact, Account, Deal) during migration, preserving the data type (pick-list, text, currency, date) and all existing values. Pick-list custom fields require value-by-value mapping if the source values differ from Zoho's standard pick-list options.

improveit 360 owner IDs are resolved by email address against Zoho CRM user accounts. Any owner in improveit 360 whose email does not match an existing Zoho user is flagged before migration; the team either invites that person to Zoho or designates a fallback Zoho user to own those records. Unmatched owners do not block migration — records are reassigned and an exception report is delivered.