Migrate from Launchpad CRM to Zoho CRM

Launchpad Client records map to Zoho CRM Contacts. The primary Contact fields (name, email, phone, address) map directly. Compliance fields (eligibility_status, program_flags, enrollment_date, case_worker_assigned) migrate as custom fields on the Contact module. The dedupe key is email address; where Launchpad records have duplicate client entries across client profile and case record, we resolve by keeping the most recently updated field value as the canonical Contact.

Launchpad Case records represent program enrollments, service delivery logs, and compliance milestones. Zoho CRM does not have a native workforce Case object. We either create a custom 'Cases' module in Zoho (Standard tier supports custom modules) or map case data to Zoho Tasks with custom fields for program_name, case_status, and compliance_deadline. The mapping choice is made during scoping based on the customer's reporting requirements. Each Case links to its parent Contact via a lookup relationship resolved at migration time.

Launchpad Programs (workforce development, SNAP, TANF, housing, VR) do not map directly to any standard Zoho CRM object. If the customer uses Zoho for program enrollment tracking rather than just contact management, we create a custom 'Programs' module with fields for program_type, funding_source, eligibility_criteria, and enrollment_capacity. If the destination org is purely sales-focused, Programs map to Zoho Accounts with a custom program_type field, treating each program as a program sponsor or partner.

Individual service encounters, assessments, and activities logged against a Launchpad Case migrate to Zoho Tasks. Task.Subject carries the service type; Task.Description carries encounter notes. Service date migrates to Task.ActivityDate. For assessment scores and completion dates, we create custom fields on the Task or attach them as Notes linked to the parent Contact or Case record.

Uploaded files attached to clients or cases in Launchpad transfer as Zoho Attachments. We download the document blobs from Launchpad where accessible and re-upload to the migrated Contact or custom Cases record in Zoho. If Launchpad stores documents as URLs rather than blobs, we preserve the URL in a custom text field on the Contact for the customer's admin to validate post-migration.

Caseworker notes and case commentary migrate to Zoho Notes linked to the parent Contact, Account, or Cases record via ContentDocumentLink. Note body migrates as plain text. Rich-text formatting from Launchpad is preserved where possible; HTML-embedded notes are stripped to text-only in Zoho.

Formal skill assessments and evaluations tied to a Launchpad Case migrate to Zoho as either custom fields on the Contact (for assessment score and completion_date) or as a Zoho Task with assessment type in the subject and score in custom fields. Instrument type taxonomy (TABE, CASAS, NRS EFL levels for WIOA) migrates as a custom picklist field in Zoho.

Launchpad Employer records used in job-placement workflows map to Zoho Accounts with an employer_type custom field set to 'Employer' to distinguish from other Account types. Employer contact, job openings, and placement status migrate as Account fields and Notes.

Launchpad program status and employment placement stages do not map 1:1 to Zoho's standard sales pipeline stages. We create a custom picklist 'Program Status' field on the Cases module (or on Contact if Cases is not used) with values mapped from Launchpad's stage taxonomy. If the customer uses Zoho's Deals pipeline for employment placement tracking, we map Launchpad stages to Zoho Deal stages and create a separate Sales Process for workforce placements.

All Launchpad custom properties capturing program-specific data (eligibility flags, compliance codes, funding sources, HUD reporting fields, RSA-911 fields) migrate to Zoho as custom fields on the equivalent module. We recreate the field type (picklist, multi-select, date, checkbox, text) to match the Launchpad schema. Note: Zoho CRM Custom Fields are not available in the Free edition; if the destination org is on Free tier, we recommend upgrading to Standard before migration or migrating only the standard fields.

Launchpad caseworker and staff accounts migrate to Zoho Users by email match. We extract user names, roles, and case assignments from Launchpad. Any Launchpad user without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision. Case ownership in Launchpad maps to Zoho User ownership on Contact and custom Cases records.