Migrate from Lime CRM to Zoho CRM

Lime CRM Company records map to Zoho CRM Accounts. The company name, address fields, industry, website, and phone map directly. We use the company name as the Account dedupe key during import. If Lime CRM uses a custom Limetype for Organisations rather than the standard Companies object, we create a matching custom module in Zoho during pre-migration setup and flag any fields exceeding Zoho's 300-field-per-module limit for consolidation.

Lime CRM Contact records map to Zoho Contacts. First name, last name, email, phone, mobile, title, and address fields migrate directly. We normalise phone formats to prevent the leading-zero stripping that occurs with some CSV-to-API conversions. Custom Contact properties map to Zoho custom fields, which we pre-create in Zoho during the schema design phase.

Lime CRM Deal records map to Zoho Deals. Deal name, value, stage, owner, expected close date, and related company map to the corresponding Zoho fields. Lime CRM allows custom deal pipelines and stages per industry variant; we map these to Zoho's pipeline stages and create a corresponding Zoho Sales Process before migration. Custom deal fields map to Zoho custom fields.

Lime CRM Activities export as chronological records with type, timestamp, subject, body, and owner. We map calls to Zoho Tasks with SubType=Call, meetings to Zoho Events with location and attendee data, tasks to Zoho Tasks, and notes to Zoho Notes. The parent-child relationship to Contact or Deal is preserved via Zoho's WhatId lookup during import. Activity timestamps migrate as Activity Date to preserve the timeline ordering.

Lime CRM exports email conversations as individual ConversationMessage files rather than threaded records. We detect this at scoping, reassemble threads by conversation ID and timestamp, and inject them into Zoho CRM as a unified Email Messages record linked to the parent Contact or Deal. Thread metadata (message count, participants, date range) is preserved as a Zoho custom field for audit. This is the highest-risk data transformation in the migration and requires a dedicated reassembly step before Zoho import begins.

Lime CRM Tickets map to Zoho Cases if the destination Zoho org includes Service Cloud or the customer configures Cases from the Sales module. Ticket status, priority, assignee, and conversation history migrate. Ticket conversations require the same reassembly process as email threads. Custom ticket fields map to Zoho Case custom fields. If Zoho Cases are not configured, we map to a custom support module named to match the customer's use case.

Lime CRM attachments export individually per record. We batch download files, validate integrity against the export manifest, and upload to Zoho CRM as attachments linked to the parent Contact, Account, Deal, or Case record. Files exceeding 25 MB are flagged and uploaded separately via Zoho's Documents module with a link stored on the parent record. Attachment parent relationship is preserved via the original Lime CRM record ID stored in a Zoho custom field.

Lime CRM's configurable Limetypes are custom objects unique to each organisation's schema. We export the live Limetype definition during discovery, pre-create equivalent custom modules in Zoho (with _C suffix naming convention), and map each custom field to its Zoho equivalent. Zoho's 300-field-per-module and 5-lookup-field limits may require consolidation of Lime custom fields into multi-select picklists or note fields. Lookup relationships between Limetypes map to Zoho lookups where the target module exists; cross-tenant Limetype lookups without a destination target are stored as text fields.

Lime CRM tags label Contacts, Deals, and Tickets for segmentation. We export tag values as a flat list per record and recreate them in Zoho CRM's tag taxonomy. Zoho tags inherit the parent record type (Contact tags vs Deal tags), which may require tag prefixing or splitting if the same tag name is used across different Lime CRM object types. Tag taxonomy reconstruction is documented separately for the customer's admin to validate.

Lime CRM User records and Deal owners are resolved by email address match against the Zoho CRM destination. We validate that destination Zoho user accounts exist before assigning ownership to avoid orphaned records with null owner fields. If a Lime CRM user has no matching Zoho user, we hold them in a reconciliation queue for the customer's admin to provision before record import resumes. Active and inactive user status is preserved as a Zoho custom field.