Migrate from Kizen to Zoho CRM

Kizen Contacts are standard Objects with well-documented fields. We map name, email, phone, address, lifecycle stage, and owner assignment directly to Zoho Contact fields. Custom Contact properties migrate as Zoho custom fields. Owner assignment resolves by email match to a Zoho User record.

Kizen Companies map to Zoho Accounts. The company domain becomes the Account Website field and is used as the dedupe key during import. Kizen's Primary relationship from Contact to Company maps to the Account-Contact Lookup relationship in Zoho. Industry, size, and revenue fields map where present.

Kizen Deals map to Zoho Deals with stage, amount, close date, and owner preserved. Deal stage names from Kizen migrate as Zoho stage names. Custom deal properties migrate as Zoho custom fields. Kizen deal pipelines become Zoho deal stages within the single Deals module.

Kizen Pipeline Objects with ordered stage definitions map to Zoho Deals stage configuration. Stage order, stage names, and probability percentages transfer. Stage-specific field defaults from Kizen become custom field values on the corresponding Deals records in Zoho.

Kizen custom Objects are the core migratable unit for this pair. We discover the full custom Object list during the schema discovery pass, then pre-create equivalent Zoho custom modules with all custom fields and field types before data import begins. Each custom Object's API name and field structure is preserved with Zoho naming conventions applied.

Kizen Primary (one-to-many) relationship fields map to Zoho Lookup fields on the child module. The relationship direction is preserved. We resolve the parent record reference at migration time and insert the correct Lookup ID. This applies to standard Kizen Objects (Contact-to-Company, Deal-to-Contact) and custom Object relationships.

Kizen Additional (many-to-many) relationship fields have no direct Zoho equivalent for all relationship configurations. We create a Zoho custom Linking Module with two Lookup fields (one to each related module) and migrate the association records as rows in that module. This preserves the many-to-many relationship without denormalizing into text fields.

Kizen Activities are a distinct Object type capturing interactions logged against other Objects. Calls and tasks migrate as Zoho Task records with TaskSubtype set appropriately. Meetings migrate as Zoho Event records with StartDateTime, EndDateTime, and Location preserved. Each activity is linked to its parent Kizen Object via Zoho Lookup.

Kizen Notes migrate to Zoho Notes linked via ContentDocumentLink to the parent record (Contact, Account, Deal, or custom module record). Note body preserves rich text where present. Note timestamps map to Zoho ActivityDate for timeline ordering.

File attachments linked to Kizen Objects export as binary blobs with parent record reference. We preserve the association in Zoho Attachments linked to the migrated parent record. Note that Zoho's attachment handling via the Data Migration wizard requires files under 5 GB per file; larger files require manual re-upload post-migration.

Kizen Tags are label values applied to Object records. We export tags as Zoho Tag values where the destination Zoho instance has the Tag feature enabled. Tags without a clear Zoho equivalent are preserved as a multi-select picklist custom field on the relevant module.

Kizen Forms and Surveys create and update Object records on submission. Form definitions (field names, types, conditional logic) do not migrate; we export only the submitted data as Contact, Account, or custom module records in Zoho. The customer must recreate Form definitions in Zoho Forms separately.