Migrate from karmaCRM to Zoho CRM

karmaCRM Contacts map directly to Zoho CRM Contacts. Standard fields (First Name, Last Name, Email, Phone, Address) transfer as typed fields. We resolve the Company association from karmaCRM at migration time by looking up the Contact's linked company name against Zoho Accounts and populating the Account Name lookup. Any Contact without a matching Account is held for Account creation before retry. Custom field values from karmaCRM are preserved as name-value pairs; we create the corresponding custom fields in Zoho before import so values land in typed fields.

karmaCRM Company records map to Zoho CRM Accounts. Company name becomes Account Name, domain becomes Website, and address fields map to the Address composite field. The Account is created before any Contact import so that the Account-Contact lookup relationship is satisfied at the moment of Contact insert. Multi-address companies are handled as additional Account Address records in Zoho.

karmaCRM Deals map to Zoho CRM Potentials (the API and object name; the UI label is commonly renamed to Deal or Opportunity). Deal name, value, stage, owner, and created/updated dates migrate directly. The karmaCRM Deal stage maps to a Zoho Stage value that we configure as part of the pipeline setup. Closed-won and closed-lost reasons from karmaCRM custom fields become Zoho custom fields on the Potential.

karmaCRM's stage labels (and Gigs stage labels if used interchangeably) map to Zoho Stage values within a Sales Process we configure before migration. Each Zoho Sales Process is scoped to a Pipeline, allowing multi-pipeline support that karmaCRM does not offer natively. Stage probability percentages migrate from karmaCRM to Zoho Stage Probability.

karmaCRM Tasks map to Zoho Tasks with Subject, Status, Due Date, Priority, and Assigned To preserved. Task associations to Contact or Company are translated to Zoho's WhoId and WhatId lookups at migration time. Overdue task flags and repeat rule metadata are stored as custom fields in Zoho since Zoho Tasks do not natively support recurrence patterns.

karmaCRM Events map to Zoho Events with Title, Start Time, End Time, Location, and Description preserved. Attendee lists migrate as Event Participants in Zoho. We resolve attendee email addresses against migrated Contacts and Users in Zoho and create Event Relation records linking each participant to the Event.

karmaCRM Email Campaigns (Pro and Premium tiers) include audience lists, subject lines, send dates, and open/click statistics. We import campaign metadata and aggregate stats as Zoho Campaigns with Type set to Email. The email body content does not migrate because Zoho Campaigns use Zoho Marketing Automation templates; we document each campaign's audience criteria and subject so the customer's marketing team can recreate sends in Zoho Campaigns or Zoho CRM's mass email tool.

karmaCRM Tags applied to Contacts and Companies migrate as a custom multi-select picklist field in Zoho CRM. We extract the distinct tag names from the source, create a picklist field named Tags__c (or a customer-named equivalent) with those values, and populate the field on each Contact and Account record. The customer chooses whether to create a single Tags field or separate picklists per object during scoping.

karmaCRM supports fully customizable fields across screens, tabs, labels, and background colors. Custom field definitions and values are preserved as freeform name-value pairs during extraction. We create the corresponding custom fields in Zoho before import using Zoho's field type mapping (text fields, date fields, numeric fields, picklists). Lookup and formula fields require Zoho Professional or higher and are not available in Zoho Standard. Custom fields are not available in Zoho Free edition, which is why we confirm the destination Zoho edition during scoping.

karmaCRM User records include name, email, role, and API token. Active user assignments on Deals, Tasks, and Events are remapped to matching Zoho Users by email address. We extract the distinct owner references from each record, match by email against the Zoho destination, and flag any owners without a matching Zoho User for the customer's admin to provision before the migration run continues.

karmaCRM stores files and attachments linked to contacts, companies, and deals, but the platform's backup and export documentation does not describe a programmatic attachment export path. We flag attachments as out of migration scope, document which records have attachments and their file names and sizes, and provide a written procedure for manually downloading them from karmaCRM and re-uploading to Zoho CRM's Notes and Attachments section or Zoho WorkDrive post-migration.