Migrate from MarketSharp to Zoho CRM

MarketSharp stores all parties as Contacts. FlitStack splits by status: leads and prospects without a closed project route to Zoho Lead; customers with a Completed project route to Zoho Contact. The split rule is configurable — you choose which status values map to which Zoho object.

MarketSharp Companies map directly to Zoho Accounts. Company name maps to Account Name, website to Website, address fields to Street/City/State/Zip. Parent-company hierarchies in MarketSharp map to Zoho Account.Parent_Account lookup — parent must migrate first to prevent circular-reference errors. FlitStack also validates that each parent account exists in Zoho before linking child accounts, ensuring referential integrity throughout the migration.

MarketSharp Projects become Zoho Deals. Each Project maps to one Deal record with the Project name as Deal Name, contract amount as Deal Amount, and the MarketSharp job_status picklist value mapping to Zoho Deal Stage under the designated Pipeline. Job type or category can become a custom field on the Deal.

MarketSharp job_status values (e.g., Lead, Proposal Sent, Scheduled, In Progress, Completed, Cancelled) map value-by-value to Zoho Deal Stage values. Each Zoho Pipeline has its own Stage picklist, so the value map is Pipeline-specific. We preserve the original status-transition timestamps as custom datetime fields on the Deal.

MarketSharp Tasks (calls, emails, appointments) map to Zoho Tasks. MarketSharp appointments with a start/end time map to Zoho Events. Original timestamps, owners, and parent-record links (Contact or Project) are preserved. Task Subject and Description transfer intact. FlitStack also maps any task categories or priority levels to Zoho custom picklists, ensuring that no metadata is lost during conversion.

MarketSharp notes and attached documents migrate to Zoho Notes and Attachments respectively. Files re-upload to Zoho's document storage. Inline text in MarketSharp notes migrates as Zoho Note body text. Attachment size limits apply per Zoho plan tier. FlitStack preserves the original file name and creation date as custom fields, so users can reference the source document details directly within Zoho.

MarketSharp owner IDs resolve to Zoho Users by email match. Unmatched owners are flagged before migration — your team either creates the Zoho user first or assigns records to a fallback owner. System-generated owners (e.g., admin) map to the Zoho admin user.

MarketSharp custom fields on Projects (e.g., crew_size, material_type, permit_number) require custom field creation in Zoho CRM under the Deals module before migration. Zoho creates fields with an API name like UDF_Fld_1 — we document the mapping between the MarketSharp label and the Zoho field name post-creation.

MarketSharp custom fields on Contacts (e.g., referral_source, preferred_contact_method) migrate to Zoho custom fields on both Lead and Contact modules. The fields are created in Zoho first; the migration plan documents the target field API names and data types for each custom property.

MarketSharp workflow definitions, task reminders, and follow-up sequences do not transfer. FlitStack exports your MarketSharp workflow definitions as a structured reference document so your Zoho admin can rebuild them in Blueprint. Automations must be recreated manually in Zoho after migration.