Migrate from MRI Software to Zoho CRM

MRI properties map to Zoho Accounts as the primary entity. Property name becomes Account Name, address fields map directly, and the property type (residential, commercial, mixed-use) maps via value_mapping to a custom Industry pick-list or a dedicated Property_Type__c custom field. Units associated with a property are handled via a subform or a custom Units module linked to the Account.

MRI units map to a Zoho Custom Module named Units, related to the Account (property) via a lookup field. Each unit record stores unit number, floor, square footage, bedrooms/bathrooms, and current occupancy status. The custom module is created in Zoho CRM before migration; FlitStack handles the parent-account lookup resolution during data load.

MRI owners map to Zoho Accounts with a custom Owner_Type__c pick-list field set to 'Owner' to distinguish them from vendor accounts and properties. Owner contact details (address, email, phone) map to the standard Account address and phone fields. Owner-to-property associations are preserved via the Account-to-Account relationship or a custom junction object.

Owner contacts in MRI (the primary point-of-contact for an owner account) map to Zoho Contacts related to the owner Account via Account Name lookup. Email matching is used to resolve the Contact's owner assignment against Zoho users if the contact email corresponds to a Zoho CRM user.

MRI tenants with active leases map to Zoho Contacts with a Tenant_Status__c custom field reflecting lease status (Active, Past, Prospect). Tenant contact details (name, email, phone, address) map directly to the Contact standard fields. Tenants without leases (prospects or past tenants) map to Zoho Leads if the source indicates they have no current lease.

MRI leases map to Zoho Deals. The lease identifier becomes Deal Name with a Lease_ID__c custom field for traceability. Lease stage (Active, Pending Renewal, Expired, Terminated) maps via value_mapping to Zoho StageName pick-list values on the target pipeline. Start date and end date map to Closing Date (or a custom Lease_End_Date__c field) and a custom Lease_Start_Date__c field.

MRI's rent amount, payment frequency, and CAM charges map to Zoho custom currency fields on the Deal: Rent_Amount__c, Payment_Frequency__c, CAM_Charges__c. Historical payment records beyond the current lease term are preserved as notes or attachments on the Deal rather than as financial line items, since Zoho Deals do not have native payment schedule sub-objects.

MRI vendors map to Zoho Accounts with a Vendor_Type__c custom pick-list field set to 'Vendor' to distinguish them from owner accounts and properties. Vendor categorical data—maintenance services, utilities, insurance providers—translate via value_mapping to corresponding Vendor_Category__c pick-list selections in Zoho CRM. Individual vendor contacts are represented as Zoho Contacts and linked to their parent vendor Account record, preserving the organizational relationship between vendor entities and their primary points of contact.

MRI maintenance tickets and work orders map to Zoho Tasks. Task Subject captures the ticket title, Description captures the ticket body, and the status maps via value_mapping to Zoho Task Status values. The task is related to the property Account (via lookup) and optionally to the associated Unit custom module record.

MRI file attachments on properties, leases, or tenants re-upload to Zoho CRM Attachments linked to the corresponding record. Zoho's file size limits (25MB per file) apply; files exceeding this threshold are flagged before migration and split or linked to Zoho WorkDrive.

MRI user-defined fields on any entity (property custom fields, tenant extended attributes, lease addenda fields) are translated to Zoho CRM custom fields on the target module. FlitStack creates the custom fields via Zoho CRM API before loading data. Data type mapping follows: MRI text → Zoho Text, MRI numeric → Zoho Number, MRI date → Zoho Date, MRI pick-list → Zoho Pick-list.