Migrate from myCRMS.com to Zoho CRM

myCRMS.com Contact records map directly to Zoho CRM Contact. We map name fields (First_Name, Last_Name), email, phone, and address fields to their Zoho CRM equivalents. Custom fields discovered during the pre-migration audit are mapped to Zoho custom fields of matching type (text, picklist, number, date). Owner assignment from myCRMS.com is resolved by email match against Zoho Users and held in a reconciliation queue if no match exists.

myCRMS.com Company records map to Zoho CRM Account. Company name becomes Account_Name, website maps to Website, and any industry or type field maps to the Zoho Account_Type picklist. Account is loaded before Contact so that the parent Account lookup is satisfied at the moment of Contact insert.

myCRMS.com Deals map to Zoho CRM Potential. Deal name maps to Potential_Name, deal amount maps to Amount, closing date maps to Closing_Date, and deal stage maps to Stage. If myCRMS.com exposes multiple pipelines, each maps to a separate Zoho Potential pipeline that we configure during the pre-migration schema design phase.

myCRMS.com call records migrate to Zoho Task with Subtype set to Call. Call duration, disposition, and notes transfer to custom Task fields. Activity timestamp from the source becomes the Task Activity_Date for timeline ordering.

myCRMS.com email engagement history migrates to Zoho Activity records of type Emails, linked to the parent Contact or Account record. Email subject, body, and timestamp migrate directly. If the source exposes email direction (sent or received), we map it to the Email Direction field in Zoho.

myCRMS.com meeting records migrate to Zoho Event. Start time, end time, location, and attendee list transfer to Event_Start_Time, Event_End_Time, Venue, and Event participants. We create Event Relation records to link attendees to the Contact or Account.

myCRMS.com task records map to Zoho Task. Task subject, status, priority, due date, and owner assignment migrate directly. Status values from myCRMS.com are mapped to Zoho Task Status values during the transform phase.

myCRMS.com note records migrate to Zoho Notes linked to the parent record (Contact, Account, or Potential). Note content migrates as plain text. If the source exposes note timestamps or author information, these transfer to the Zoho Note creation metadata.

myCRMS.com Smart Lists (saved contact filters) are documented during the pre-migration audit and replicated as Zoho CRM Saved Filters on the Contacts module. Each filter criterion maps to an equivalent Zoho filter condition. If a Smart List uses custom fields, those custom fields must exist in Zoho before the Saved Filter is created.

myCRMS.com owner assignments on Contact, Company, and Deal records are resolved by email match against Zoho CRM Users. Owners without a matching Zoho User are flagged in the reconciliation report and held from import until the customer's admin provisions the corresponding User in Zoho. This step is required before any record with an OwnerId can be imported.

Any custom fields discovered on Contact, Company, or Deal records during the pre-migration audit are created in Zoho CRM as custom fields of matching type before data import begins. Text fields map to Zoho Single-Line, Multi-Line, or Email fields depending on content format. Date fields map to Zoho Date fields. Picklist fields from myCRMS.com are mapped to Zoho Picklist fields with the same value set.

myCRMS.com deal stage values map to Zoho Potential Stage values. We configure the destination stage picklist during the schema design phase to include all stages present in the source data. Stage sequence and probability percentages are set per Zoho CRM pipeline configuration.