Migrate from Legl to Zoho CRM

Legl Business records map directly to Zoho CRM Accounts. Business name, domain, industry, employee count, and annual revenue map to Account fields. Sanctions report status and company report references are preserved as custom fields on the Account record. Each Account record retains the original Legl Business ID in a custom field for traceability and to support delta-run deduplication during the migration window.

Contact data extracted from Legl's Business endpoints migrates to Zoho CRM Contacts. Primary email, phone, job title, and address fields map directly. Each Contact links to its parent Account via Account Name lookup. The migration also preserves the original Legl Contact ID in a custom field, enabling you to reference the source record during reconciliation and to handle any future delta imports.

Legl Engage Requests (AML workflow triggers) have no Zoho CRM equivalent. We create a custom module Legl_Engage_Requests to preserve Engage Request IDs, request types, status values, and reviewer assignments as lookup fields. The module also captures the original created timestamp so that the chronological order of requests is maintained, and any linked attachments are noted for later re-upload to the Zoho environment.

Legl Reviewers who manage client onboarding and AML reviews are resolved by email match against Zoho CRM Users. Unmatched reviewers are flagged and assigned to a fallback Zoho user or stored as a custom picklist field on the related Engage Request.

Legl Risk Assessments (BETA) store structured compliance data. We create a Zoho CRM custom module with lookup relationships to the relevant Account. Assessment template references, completion timestamps, and PDF availability flags are preserved as custom fields. Each risk assessment record keeps the original Legl identifier, allowing you to match assessments to their source documents and to perform a post-migration audit against the original Legl dataset.

Legl Payment records (bank accounts, payment status, Stripe references) migrate to a custom module in Zoho CRM. Payment amount, currency, status, and checkout URL are stored; full Stripe integration must be rebuilt in Zoho using Zoho Checkout or a third-party payment integration.

Legl workflow definitions are exported as JSON for manual rebuild. Zoho Blueprint can replicate the sequential process logic, but automated routing rules and conditional triggers must be recreated by your Zoho admin. During the export, we capture each step's criteria, assigned reviewer role, and expected outcome, providing a detailed reference for your Zoho admin to map Legl's logic into Blueprint stages and Deluge scripts.

Legl Business Reports attached to a Business record are downloaded and re-uploaded as Zoho CRM Attachments on the corresponding Account. PDF and document formats are preserved; original report dates are stored in attachment metadata. We also log the file size and MIME type to ensure compatibility with Zoho's upload constraints, and we create a custom field on the Account to record the count of attached reports for quick reference.

Legl Organisation settings (firm name, contact details) map to Zoho CRM Organization-level metadata. This is configured during Zoho CRM setup rather than migrated as records. Your Zoho administrator will enter the firm name, primary contact email, and address directly in the Zoho CRM Organization settings page. This step ensures that any system-generated communications reference the correct organization name and branding.

Legl Sanctions Report results (search date, match status, report ID) are stored as custom fields on the Account record. The actual sanctions-check logic must be rebuilt using a Zoho-compatible AML integration. We recommend evaluating third-party AML providers that offer Zoho CRM connectors, such as ComplyAdvantage or Dow Jones, to automate future sanctions screening directly within your Zoho workflow.

Legl API logs for calls, meetings, and notes associated with Engage Requests or Businesses migrate to Zoho CRM Tasks (calls), Events (meetings), and Notes respectively. Original timestamps, reviewer owners, and related record links are preserved. Each migrated task and event retains the original duration, location, and participant information, allowing your team to review the full communication history without manual re-entry.

Legl Company Reports generated for a Business are downloaded and attached to the corresponding Zoho CRM Account record. Report type, generation date, and report ID are stored as custom fields for audit continuity. We also tag each report with a migration flag to distinguish imported files from natively created Zoho attachments, facilitating future cleanup and compliance reviews.