Migrate from m-savvy to Zoho CRM

M-savvy Contacts map directly to Zoho CRM Contacts. We map First Name, Last Name, Email, Phone, Address, Lifecycle Stage, and Owner assignment. M-savvy Lifecycle Stage values preserve in a custom text field ms_original_lifecycle__c for audit and reporting continuity. Standard field mapping from Zoho's wizard handles the primary fields; any custom contact properties map to Zoho custom fields created during scoping.

M-savvy Account records map to Zoho CRM Accounts. Account-Contact relationships preserve via the Account Name lookup on Contact. Industry, size, billing address, and website fields map to equivalent Zoho standard fields. The Account is created before Contact import so the Account-Contact relationship is satisfied at the moment of Contact insert.

M-savvy Deals map to Zoho CRM Potentials (the Zoho term for pipeline opportunities). Deal stage, amount, close date, probability, and owner assignment transfer. M-savvy pipeline and stage names map to Zoho Pipeline and Stage configuration during the schema design phase before any Potentials are imported.

M-savvy Lead records map to Zoho CRM Leads. Lead source, status, and qualification fields transfer to Zoho standard Lead fields. If the customer's m-savvy workflow treats Leads and Contacts as distinct records (not all m-savvy accounts use both), we migrate both object types independently and let Zoho's Convert action handle Lead-to-Contact promotion post-migration.

M-savvy pipeline definitions and custom stage names read from the m-savvy schema via API during discovery. Each M-savvy pipeline maps to a Zoho Pipeline; each stage maps to a Zoho Stage within that Pipeline with corresponding probability and probability percentage. Stage order and count warnings trigger if the destination Pipeline supports fewer stages than the source.

M-savvy Activity records (calls, emails, tasks, meetings) linked to Contacts, Accounts, or Deals migrate to Zoho Tasks and Events. Call activities map to Task with SubForm = Call and Call Duration preserved. Email activities map to Tasks linked to the parent Contact or Account. Meeting activities map to Zoho Events with Start DateTime, End DateTime, and Location preserved. Activity timestamps migrate to preserve the chronological timeline against the parent record.

M-savvy custom object schemas are enumerated via live API inspection during discovery since no public schema reference exists. Each custom object maps to a Zoho Custom Module with equivalent field types (text, picklist, number, date, lookup). We pre-create the destination module and all custom fields in Zoho before migration begins so that the migration wizard recognizes the target fields without needing to create them during import. Notes flag any custom objects that exceed Zoho's field-per-module limits for the customer's edition.

Attachment files are stored separately from record data in M-savvy and require a dedicated file-export pass. We download attachments via M-savvy file storage endpoints, stage them locally, then upload to Zoho Documents or attach directly to the parent record. Each file is relinked to its parent record ID post-ingestion. If a parent record fails to migrate, its attachments are flagged and held in a manual review queue for the customer to resolve.

M-savvy Owners map to Zoho CRM Users by email match. We extract every distinct Owner referenced on Contacts, Accounts, Deals, and Activities and resolve by email against the Zoho destination User table. Any M-savvy Owner without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record import resumes. M-savvy users inactive in the source may be mapped to inactive Zoho users to preserve historical assignment.

If the M-savvy account uses Products linked to Deals, we map Products to Zoho CRM Products with Product Name, Part Number, and Unit Price. Products migrate before Deals so that line items can reference the Product lookup at insert time. Price Book creation follows Product migration if the Zoho instance uses multiple price books.