Migrate from Nimble CRM to Zoho CRM

Nimble Contacts map directly to Zoho Contacts. The Nimble contact record including name fields, email addresses, phone numbers, social profile URLs (LinkedIn, Twitter, Facebook), and address data migrate as typed fields in Zoho. Custom Data Fields on contacts export via CSV and map to Zoho Custom Fields with equivalent data types (text, date, picklist, boolean). Social enrichment URLs (LinkedIn, Twitter, Facebook) migrate as text fields if no dedicated Zoho field exists; we recommend creating custom fields with _Social_URL suffix during schema setup.

Nimble Company records map to Zoho Accounts. The Company name becomes the Account Name field and serves as the dedupe key during Zoho import. We export Companies first from Nimble, match by exact name on Zoho import, then import Contacts second so the Account-Contact lookup relationship resolves at insert time. Any Nimble Company without a matching Zoho Account name creates a new Account and the Contact relationship links automatically.

Nimble Deals map to Zoho Deals with stage, value, owner, expected close date, and loss reason preserved. The Nimble Pipeline Stage property maps to a Zoho Stage within the customer's configured Sales Pipeline. Loss reason and win reason from Nimble custom fields become Zoho Loss Reason and Won Reason picklist values. The Deal owner resolves by email match against Zoho Users during import.

Each Nimble pipeline stage label maps to a corresponding Zoho Stage in the destination Sales Pipeline. We extract the stage labels from Nimble's Deals export, create matching Zoho Stages during schema setup, and map the stage sequence order so deal progression logic in Zoho Blueprint reflects the original Nimble pipeline flow. Stage probabilities round to Zoho-allowed integer values.

Nimble Custom Data Fields on Contacts and Companies export via CSV alongside the standard fields. We map each custom field by data type: Nimble text fields become Zoho single-line text or multi-line text, date fields become Zoho date fields, picklist values become Zoho picklist with values preserved, and boolean checkboxes become Zoho checkbox fields. The customer creates the Zoho custom fields before migration; we document the full custom field inventory during scoping.

Nimble Tasks export via CSV (up to 500 records per email-delivered file) because the API lacks Task CRUD. We batch export requests at Nimble's ceiling, deduplicate across multiple export files, reassemble the full task dataset, and import into Zoho Tasks. Task subject, status, priority, due date, and associated Contact or Company name migrate. Owner resolves by email match to Zoho User. Historical task timestamps preserve by setting the Zoho Created Date or using a custom Created_At_Source__c field if the customer requires the original Nimble creation date for reporting.

Nimble Logged Calls export via CSV with call duration, disposition, and timestamp. We map these to Zoho Calls with call type, duration in seconds, and outcome fields. The Contact or Deal association migrates by resolving the related record name against the imported Zoho Contacts and Deals. Call recording URLs are not guaranteed transferable from Nimble and are flagged for the customer's admin to relink manually if the recordings are stored externally.

Nimble Events (meetings, appointments) export via CSV with title, start and end time, location, and attendee list. We map to Zoho Events with Start DateTime, End DateTime, and Location preserved. Attendee email addresses resolve against imported Zoho Contacts and Users; any unresolved attendees are noted in the migration report for manual follow-up.

Nimble Tags are flat label associations stored per Contact. We export all tags as comma-separated values per contact record, split them during transformation, and map to Zoho Tags. Zoho supports native tagging on Contacts, Accounts, and Deals. Multi-value tags from Nimble split into individual Zoho Tag entries per contact. The tag naming convention preserves exactly from Nimble.

Nimble Segments are saved dynamic filters, not standalone exportable objects. We export the constituent Contacts that match each Segment filter rather than the segment definition, then create a Zoho Target List with the same name and import the resolved contacts into it. The dynamic filter logic does not migrate; the customer reviews each Target List post-migration to confirm the membership matches expectations.

Attachment binary data is stored within Nimble's 2GB per-user storage ceiling and may be partially or fully populated depending on storage consumption at migration time. We export attachment metadata (filename, file size, associated contact or company, upload date) via CSV. Full binary migration is not included in standard scope; we re-link files from external storage where records reference external URLs and flag any attachments exceeding the storage limit for the customer to handle separately.