Migrate from Jubilee to Zoho CRM

Jubilee contacts migrate as Zoho Contacts. Zoho requires a Salutation field (Mr./Ms./Dr.) — if the source does not store this, we leave it blank and flag it for post-migration review. All other standard fields map directly. Primary company stored as a lookup to the Account record.

Prospect records from Jubilee that are early-stage (not yet qualified as a customer relationship) route to Zoho Leads rather than Contacts. Routing logic is configurable — common rule is 'contact status = Prospect' or 'last activity > 90 days with no deal' maps to Lead. We document the split rule before migration runs.

Jubilee company records migrate to Zoho Accounts. Address fields map to Zoho's Address composite (Street, City, State, Zip, Country). Parent-child company hierarchies map to Account.Parent_Account lookup — parent must be migrated first and circular references are flagged for manual resolution.

Jubilee deals migrate to Zoho Deals. Each deal links to a Contact and an Account via lookup fields. Stage names are mapped to Zoho's pipeline stage picklist — if a source stage value does not exist in Zoho, we pre-create it before the migration batch runs.

If Jubilee uses named deal pipelines, each pipeline maps to a Zoho multi-pipeline view. Zoho supports named pipelines with stage weights and forecast categories. Stage names and probabilities are preserved as custom fields on the Deal record for reporting continuity.

Jubilee tasks and logged activities map to Zoho Tasks. The Subject, Description, Status, Priority, and Due Date fields are mapped directly. Owner resolved by email match against Zoho users. Original create date preserved as a custom datetime field since Zoho's CreatedDate is set at migration time.

Jubilee meetings map to Zoho Events. Start Date/Time, End Date/Time, Event Title, Description, Location, and Attendees are mapped. Recurring meetings are imported as a single Event record per instance (Zoho's bulk API collapses recurring events to one row — recurrence detail is preserved in the Description field).

Jubilee call logs migrate as Zoho Calls with Subject, Call Duration, Call Type (Incoming/Outgoing), and Description. Call recording URLs do not migrate as native Zoho does not store call recordings in the CRM record — we flag this for your team to configure a linked storage solution post-migration.

Notes migrate to Zoho Notes. Rich-text formatting may be simplified to plain text during import depending on the source format. Notes linked to specific records carry their parent_id through the mapping so they attach to the correct Contact, Account, or Deal in Zoho.

File attachments are re-uploaded to Zoho's Attachments or Files module linked to the parent record. Zoho's per-file size limit is enforced — files exceeding 25 MB per attachment are flagged for manual re-upload by your team. Inline images embedded in notes are extracted and treated as separate attachments.

Jubilee custom fields require pre-creation in Zoho before migration. Field type must match — text to text, picklist to picklist, date to date. Multi-value picklists from Jubilee are stored as comma-separated text in a Zoho multi-select picklist field. We audit all custom fields before migration to create missing Zoho fields and document the type mapping.

Jubilee owner IDs are resolved by matching the owner's email address against Zoho user accounts. Records whose owner email has no matching Zoho user are assigned to the migration administrator account and flagged in the pre-migration user audit report for reassignment after go-live.