Migrate from Manta Business Management Software to Zoho CRM

Manta BMS Contacts map to Zoho CRM Contacts. Standard fields (Full Name, Email, Phone, Physical Address) map directly to Zoho Contact fields (Full Name, Email, Phone, Mailing Street, City, State, Postal Code, Country). We extract these from the Manta export, normalize phone number formatting, and load via Zoho's Data Migration wizard with duplicate detection on Email.

Manta BMS Company records map to Zoho CRM Accounts. The company name, industry classification, employee count, and annual revenue fields map to Zoho Account fields (Account Name, Industry, Employee Count, Annual Revenue). Account Name becomes the dedupe key during import so that Contacts with a shared company association attach to the same Account.

Manta BMS Lead records map directly to Zoho CRM Leads. Lead_Status, lead source, and any assigned owner fields migrate to Zoho Lead fields (Lead Status, Lead Source, Lead Owner). We apply Zoho's duplicate detection rules during import and flag any records that match existing Contacts for manual review before conversion.

Manta BMS Deals map to Zoho CRM Deals. Deal name, value, expected close date, and pipeline stage map to Zoho Deal fields (Deal Name, Amount, Closing Date, Stage). Pipeline stage names are platform-specific and we review the customer's Manta stage list during scoping to design a matching Zoho stage setup before migration loads any Deal records.

Manta BMS pipeline stages are extracted from the export and reviewed against Zoho CRM's default stage set (Qualification, Needs Analysis, Value Proposition, Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost). We create custom stages in Zoho to match the customer's existing pipeline vocabulary and configure the Sales Process to whitelist the relevant stages per Deal record type.

Manta BMS User records referenced as Deal owners, Lead owners, and Activity assignees map to Zoho CRM Users. We resolve owners by email match during import. Any Manta User without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import resumes.

Manta BMS call activity records map to Zoho CRM Tasks with Subtype set to Call. Call duration, disposition notes, and timestamp migrate to Zoho Task fields (Call Duration, Call Purpose, Modified By, Modified Time). We preserve activity timeline ordering by setting the Zoho Task Due Date to the original Manta timestamp.

Manta BMS email activity records map to Zoho CRM Tasks with Subtype set to Email. Email subject, body content, sender, and recipient fields migrate to Zoho Task fields. We link each email task to the related Contact or Account record using the parent lookup resolved during the Contact and Account import phase.

Manta BMS meeting records map to Zoho CRM Events. Meeting title, start time, end time, location, and attendee list migrate to Zoho Event fields (Event Title, Start DateTime, End DateTime, Location). Attendee email addresses link to Zoho Contact or Lead records via Event Relation records.

Manta BMS task activity records (general to-do items) map to Zoho CRM Tasks with no subtype specified. Task subject, due date, priority, status, and description migrate to Zoho Task fields. Task assignment resolves HubSpot owner IDs to Zoho User IDs via the User mapping.

Manta BMS custom field definitions and metadata are not exposed via a documented API or export format, making reliable extraction and remapping not feasible. We flag all custom fields during scoping so the customer knows which data will not carry forward. If the customer can provide a manual field-by-field export, we include it as a separately scoped line item for manual field creation in Zoho and data entry or CSV append.