Migrate from LockedOn to Zoho CRM

LockedOn contacts with no associated deal migrate as Zoho Leads. The Lead module captures contact identity, source, status, and rating. Owner resolution uses email matching against Zoho users. Any contact without a matching owner email is flagged before the migration runs.

LockedOn contacts linked to active deals or inspections migrate as Zoho Contacts. Contacts are associated to Accounts (the Property or Vendor record) via the Account Name lookup. Contacts without a primary property link land in Zoho as orphan Contacts — your admin can associate them to Accounts post-migration.

LockedOn property records map to Zoho Accounts because both model organizational entities with address, contact, and financial data. Property type (Residential, Commercial, Land) migrates as a custom pick-list field (Property_Type__c) on the Account. Property status (For Sale, Sold, Under Contract) becomes a separate pick-list field (Property_Status__c).

If your LockedOn properties carry real estate-specific fields that don't fit the standard Account model (e.g., listing price history, property features, inspection schedule), we create a custom Properties module in Zoho CRM and map the fields there. The custom module links to Accounts for owner and vendor relationships.

LockedOn vendor records migrate as Zoho Accounts. The Account Name stores the vendor company name, and a custom field (Vendor_Type__c) preserves the vendor category from LockedOn (e.g., Conveyancer, Building Inspector, Landscaper). Vendor contact details migrate as related Contacts linked to the Account.

LockedOn deals map directly to Zoho Deals. The deal name, amount, and close date transfer without transformation. The deal stage from LockedOn (e.g., Appraisal, Under Contract) maps to a custom pick-list field (LockedOn_Stage__c) in Zoho — your admin then maps Zoho's native Stage pick-list to match your pipeline process.

LockedOn inspection records (date, property, contact, outcome) migrate as Zoho Tasks linked to the corresponding Property Account and Contact records. The task Subject is set to 'Inspection: [Property Name]', the scheduled date maps to the Task Due Date, and the outcome (Attended, Cancelled, Passed) migrates as a custom pick-list field.

LockedOn calls migrate as Zoho Tasks with Type = 'Call'. Emails migrate as Tasks with Type = 'Email'. Meetings migrate as Zoho Events with original start/end times and attendee lists preserved. Notes migrate as Zoho Notes (not legacy Note objects) attached to the parent record.

LockedOn file attachments on contacts, properties, and deals are downloaded and re-uploaded to Zoho CRM's Attachments module linked to the corresponding record. File size limits in Zoho CRM vary by edition (Standard 10 MB, Professional and above 25 MB per file). Large files exceeding the limit are flagged for manual handling.

LockedOn owner IDs resolve to Zoho CRM users by email address. We run an owner pre-resolution pass before the migration — any owner with no matching Zoho user is flagged and assigned to a fallback owner record. Your Zoho admin can reassign records after migration using bulk update.

LockedOn custom fields (beyond the standard set) map to custom fields in Zoho CRM, created in the appropriate module (Contacts, Accounts, Deals). Zoho enforces a limit of 300 fields per module and 5 lookup fields per module — we validate the target module before migration and surface any field-count risks in the pre-migration audit.