Migrate from Mazrica Sales (formerly Senses) to Zoho CRM

Mazrica Sales Contacts with Lifecycle Stage values of 新規 (New), リード (Lead), or 興味本位 (Marketing Qualified) map to Zoho CRM Lead. Lifecycle Stage values of 提案中 (Proposal), 交渉中 (Negotiation), 受注 (Customer Won), or 失注 (Customer Lost) map to Zoho CRM Contact. We compute the split using the lifecycle_stage field during migration, and preserve the original Mazrica Lifecycle Stage in a custom Zoho field mzrica_lifecycle_stage__c on both Lead and Contact for audit and reporting. Mazrica Contacts without a lifecycle stage value are flagged for manual assignment before import.

Mazrica Sales Company records map directly to Zoho CRM Account. The Company name becomes Account Name; the domain field maps to Account Website. Company ID from Mazrica is stored in a custom field mzrica_company_id__c on the Account as a dedupe and cross-reference key. Account is created before any Contact import so that the Account-Contact lookup is satisfied at insert time.

Mazrica Sales Opportunities (案件) map to Zoho CRM Deals in the Deals pipeline view (or Opportunities in CRM Classic mode). The Mazrica deal stage name maps to the Zoho Stage field. Pipeline name from Mazrica maps to Zoho Pipeline Name. Deal amount, expected close date, and owner assignment migrate directly. Closed-won and closed-lost reasons from Mazrica custom fields become Zoho Deal custom fields.

Each Mazrica Sales pipeline stage becomes a Zoho Deal Stage within the configured pipeline. We create the pipeline and stage names in Zoho Setup before migration so that the stage dropdown values are whitelisted and match the incoming Mazrica stage names exactly. Probability percentages from Mazrica map to Zoho Stage Probability. If Mazrica uses custom pipeline stages, we create matching Zoho pipeline views rather than collapsing them into a default pipeline.

Mazrica Sales Activity records (行動) map to Zoho CRM Tasks (calls, emails, tasks) and Events (meetings). The activity type field determines the Zoho target object. Activity timestamps (created_at, updated_at) are preserved as custom date fields in Zoho since the Zoho Created Time field is set at import time and cannot be backdated through the API. Owner assignment resolves by email match to Zoho Users. Activity records without a valid owner match go to a reconciliation queue for admin provisioning before the activity import phase.

Mazrica Sales LifecycleStageSetting API exposes the configured stage names and their order. We map each named stage to a Zoho Lead Status value (for stages mapped to Lead) or a custom Contact Status picklist (for stages mapped to Contact). If the customer uses non-standard Japanese stage names, we configure them as custom picklist values in Zoho rather than substituting English defaults.

Mazrica Sales User records carrying role and team assignments map to Zoho CRM User records. We resolve owners by email address match. Any Mazrica User without a matching Zoho User email goes to a reconciliation queue. The customer provisions missing Zoho Users before the record import phases resume because OwnerId references are required on Accounts, Contacts, and Deals.

Mazrica Sales CustomObjectSetting and CustomObjects API records map to Zoho CRM Custom Modules. We pre-create the destination module schema in Zoho Setup with matching field types before any data import. Lookup relationships between Mazrica custom objects resolve at migration time by querying the destination object for the related record by external ID (stored in a custom field on each record). Custom module imports run last because they often have lookups to Contacts, Accounts, or Deals.

File attachments associated with Mazrica Sales Contacts or Opportunities are not exposed via the documented v1 REST API (senses-open-api.mazrica.com). We do not migrate binary attachments through the API path. We advise customers to use Mazrica Sales's built-in export function to download attachments separately before migration and re-upload manually in Zoho CRM post-migration. Zoho's Files API can receive these uploads if the customer prefers programmatic re-upload.

Saved reports and dashboard configurations are not accessible via the Mazrica Sales public API. We do not migrate analytics artifacts. We deliver a written map of every named Mazrica Sales report and its closest Zoho CRM Analytics equivalent (Zoho Analytics, Custom Report Builder, or standard module reports). The customer's Zoho admin rebuilds reports post-migration based on this inventory.