Migrate from matrix to Zoho CRM

Matrix contacts export as individual rows. FlitStack maps every row to a Zoho CRM Lead record. Email, name, phone, job title, and company map directly to Zoho Lead fields. Owner resolved by email match to a Zoho CRM user. If the Matrix contact has a status field, we map it to the Zoho Lead Status pick-list via value mapping.

Matrix contacts store the company as an embedded text column. FlitStack extracts unique company names, deduplicates them, creates Zoho Accounts, then back-fills AccountId on each contact row. If Matrix exposes a separate Accounts export, we use that directly to seed the Accounts module first.

Matrix deals map to Zoho CRM Deals. Deal name, amount, expected close date, and owner map directly. Stage values are mapped via value_mapping to the corresponding Zoho pipeline stage. We support multiple Matrix pipelines mapping to multiple Zoho CRM Pipelines if the Matrix export exposes a pipeline identifier.

Matrix tasks export as individual rows with subject, description, due date, status, and owner. Each row creates a Zoho CRM Task record. Subject maps to the Task Subject field; description maps to the Zoho Task Description field. Owner resolved by email match. The Task Status pick-list is mapped via value_mapping to Zoho's Task Status values.

Matrix events with start time, end time, subject, and attendees become Zoho CRM Event records. Subject maps to Event Subject; start and end times map directly preserving timezone if present. Owner resolved by email match to the Zoho CRM user who created the event.

Matrix notes with a title, body, and parent record reference migrate as Zoho CRM Notes. Title maps to Note Title; body maps to Note Body preserving rich text if the Matrix export includes HTML-formatted notes. The note is linked to the parent Lead, Account, or Deal by ID after parent records are created.

Matrix file attachments are downloaded and re-uploaded to Zoho CRM Attachments linked to the target record. Zoho CRM enforces a 20MB per-file attachment limit. Files exceeding this limit are flagged for manual review. All original filenames and MIME types are preserved in the Zoho Attachments metadata.

Matrix custom fields that have no direct Zoho CRM equivalent are created as custom fields in the appropriate Zoho module via the /settings/fields API endpoint. Field labels are carried over; pick-list values are created in Zoho's pick-list configuration. Complex field types (e.g., multi-select from Matrix) are preserved as a JSON string in a catch-all Notes field with a reference to the original field name.

Matrix stores owner as an email string on each record. FlitStack resolves each unique email against the Zoho CRM Users list before migration. Unmatched owners are flagged; your team either invites them to Zoho CRM first or assigns them to a default Zoho user. No record lands without a valid Zoho owner.

Zoho CRM's Created_Time field is stamped by the API at migration time, but FlitStack preserves the original Matrix created_at timestamp in a custom datetime field (Original_Create_Time__c) on Leads, Accounts, Deals, Tasks, and Events. This custom field is indexed, searchable, and usable in Zoho Analytics, ensuring that historical ordering and trend reporting remain intact after go‑live.

The original Matrix record ID is stored in a custom text field (Source_System_ID__c) on every Zoho record. This field is indexed and searchable, enabling FlitStack to run delta‑run de‑duplication on subsequent migration passes and to perform incremental syncs after go‑live. The Source_System_ID__c also provides a traceable link back to the source system for audit reviews, compliance checks, and data reconciliation against the original Matrix export.