Migrate from Kartra to Zoho CRM

Kartra's flat Contact object (renamed from Leads in October 2024) maps to Zoho CRM's Contact or Lead module depending on qualification status. We read Kartra's GDPR Status and contact activity indicators during scoping to determine the split. Unqualified contacts map to Zoho CRM Lead; contacts with purchase history, subscription records, or active engagement map to Zoho CRM Contact attached to an Account. We preserve the Kartra contact ID in a custom field kartra_id__c for reconciliation.

Kartra Company field on a Contact maps to Zoho CRM Account. If the Contact has no explicit Company value in Kartra, we derive one from the email domain and create the Account record. Account is created before Contact import so that Account lookup is satisfied at insert time.

Kartra's five field types (input_field, text_area, drop_down, radio_button, checkbox) map to equivalent Zoho CRM field types. We read Kartra's field schema via API to determine types before import. Drop-down and radio-button fields become Zoho CRM Picklist fields with equivalent values. Checkbox becomes a Checkbox field. We validate value sets against Zoho CRM's picklist limits during scoping.

Kartra Tags are stored as comma-separated strings in the CSV export. We parse each comma-separated value into individual Tag records and apply them to the corresponding Zoho CRM Contact or Lead. If a contact has twenty Kartra tags, we create twenty Zoho CRM Tag records linked to that contact. Tags applied retroactively (e.g., 'form completed') that lack a corresponding Kartra contact property are flagged as data loss and documented.

Kartra Lists export as comma-separated values per Contact. We split list memberships into Zoho CRM Tags or Zoho CRM Static Groups depending on the customer's segmentation strategy. If the destination uses Zoho CRM's Campaigns module for list-based outreach, we map List memberships to Campaign Member Status on the corresponding Campaign record.

Kartra Transactions export as a separate CSV from the contacts export. We map Transaction fields (amount, product name, date, payment method, status) to Zoho CRM Sales Orders or Invoices. The parent Contact or Account is resolved via email match. Note that Kartra does not export total spend per contact as a computed field; we compute this from the Transactions CSV if multiple transactions exist per contact.

Kartra Subscriptions export separately from contacts. We map subscription status (active, cancelled, paused), start date, associated product, and membership tier to a Zoho CRM custom module (Subscription) or to Deal records with custom fields carrying subscription metadata. Kartra does not export subscription revenue MRR/ARR as a computed field; we parse the subscription plan name and derive tier from the plan metadata.

Affiliate sign-up events tracked in Kartra's API events system map to a Zoho CRM custom Affiliate module. We create Affiliate records linked to the corresponding Contact (referrer) and map referral tracking codes, commission rates, and payout status. If the customer uses Zoho CRM's Partner Relationship Management, we map to the Partner object instead.

Kartra Calendar booking records map to Zoho CRM Event records with StartDateTime, EndDateTime, and Location preserved. Historical appointment records require a separate Kartra export and are not included in the standard CSV. We flag this gap during scoping and advise the customer to request the historical calendar export if appointment history is required.

Kartra's GDPR Status and GDPR Status Date fields migrate to Zoho CRM's standard consent tracking fields. We preserve the original Kartra consent value but recommend the customer verify consent records against their actual legal obligations in the destination jurisdiction, as Zoho CRM may interpret consent states differently than Kartra's internal flag values.