Migrate from Knack to Zoho CRM

Knack Tables that store individual person records (named Contacts, Customers, or People) map to Zoho CRM Contact. We map standard fields (name, email, phone, address) 1:1 and flag any connection fields linking the Contact Table to an Account Table as Zoho lookup fields pointing to the Account module. Knack text-based name fields split into First Name and Last Name per Zoho's name format requirement.

Knack Tables storing company or organization records map to Zoho CRM Account. The Table's primary text fields map to Account Name, domain fields map to Website, and address fields map to Billing Street/City/State/Postal Code. We resolve any connection-field references from the Contact Table as Zoho Account lookups on Contact before the Contact import phase begins.

Knack Tables representing deal or project pipelines map to Zoho CRM Deal. We map stage fields to Deal Stage, amount fields to Deal Amount, and expected close date to Closing Date. If the source Table has a connection field to an Account, we resolve that as the Zoho Account lookup on Deal. Pipeline status and probability require custom field creation in Zoho CRM since Knack stages are arbitrary text values.

Knack Tables tracking action items or activity records map to Zoho CRM Task. Subject, due date, status, and priority migrate directly. If the Knack Table has a connection field to a Contact or Deal Table, we resolve the lookup at migration time and set the WhoId or WhatId on the Zoho Task accordingly. Knack Tables used exclusively for task management do not require custom module creation.

Knack Tables used for support ticket or issue tracking map to Zoho CRM Case. The Table's status field maps to Case Status, priority field to Priority, and any connection field to a Contact Table becomes the Contact Name lookup on Case. If the Knack Table has its own conversation history records in a separate Table, we attach those as Zoho CRM Notes or Email Messages linked to the Case.

Knack Tables storing billing or invoice records split into Zoho CRM Sales Order (pre-invoice status) and Invoice (billed status) based on the Knack record's status field. Line items stored as separate Knack records linked via connection fields map to Zoho Sales Order Line Items. This split requires a pre-migration review of the Knack status field values to assign the correct Zoho document type.

Knack Tables storing product or service catalog items map to Zoho CRM Product. Fields including product name, SKU, unit price, and description migrate 1:1. If the Knack Table tracks inventory quantities, we map those to the Product's Stock On Hand field on Zoho. Products must be migrated before any Quote or Sales Order import because line items reference the Product record.

Knack Tables storing quote or estimate records map to Zoho CRM Quote. Quote is linked to an Account and Deal via lookup fields. Line items on the Quote require the Product records to be present in Zoho first, so Product migration runs before Quote migration. Quote expiry dates migrate as Valid Till fields.

Knack Tables storing internal user or team member records map to Zoho CRM User records when the records represent CRM users with Zoho seat assignments. We resolve by matching Knack user email addresses to Zoho User accounts. Knack end-user roles that represent customer portal users do not get mapped to Zoho CRM Users; they map to Contacts in the appropriate Account.

Knack Tables that represent domain-specific entities with no Zoho CRM standard equivalent (for example, Property Listings, Volunteer Records, Equipment Registrations) map to Zoho CRM Custom Modules. We pre-create the custom module in Zoho with the same field types as the Knack source fields before migration. Connection fields between custom Tables become custom lookup fields within the custom module structure. Module API names use the Knack Table name in snake_case with a _C suffix per Zoho naming convention.

Knack file fields store documents, images, and PDFs accessible via direct authenticated URLs. We download each file, preserve its original filename and MIME type, and re-upload to Zoho CRM's Documents module. Files are attached to the correct parent record (Contact, Account, Deal, Case, or Custom Module record) via the Documents API. Files larger than 25 MB trigger chunked upload handling per Zoho's API limits.

Knack Record History (available on Pro and Corporate plans) tracks field-value changes over one to two months. We export available history records and write them as a Zoho CRM custom Notes record or a dedicated custom module called Audit Log with a timestamp field, field name, old value, and new value. Full audit trail across all time is not available from Knack because the history window is plan-gated.