Migrate from Oncourse CRM to Zoho CRM

Oncourse CRM Leads map directly to Zoho CRM Leads. We preserve lead source, lead status, and any custom fields as typed Zoho fields. The Zoho Lead module's standard fields (Last Name, Company, Email, Phone) are populated from Oncourse's Lead record. If Oncourse records have no Last Name, we concatenate the available name fields into a single string per Zoho's name requirement.

Oncourse CRM Contacts map directly to Zoho CRM Contacts. Standard fields (Name, Email, Phone, Mailing Address) migrate without transformation. We apply Zoho's duplicate detection rules on email during import. Oncourse's organization property is not migrated here; it is extracted separately and used to create or match the Account.

Oncourse CRM stores organization names as a Contact property rather than a distinct object. We extract all distinct organization values from the Contact export, deduplicate them, and create Zoho Accounts before Contact import begins. Each Contact is then linked to its corresponding Account via the Account Name lookup. If multiple Oncourse Contacts share the same organization value, they link to the same Zoho Account, producing an account-centric view.

Oncourse CRM Deals map to Zoho CRM Potentials (Zoho's Opportunity equivalent). Deal name, deal value, stage, and owner assignment migrate directly. Stage names from Oncourse's custom pipeline are mapped to Zoho Potential Stage values; if no matching stage exists, we create new stages in Zoho during the schema setup phase.

Oncourse CRM pipeline stages are extracted during scoping and mapped to Zoho Potential Stage values. Each Oncourse pipeline becomes a Zoho Potential Stage set, with stage order and probability percentages preserved. Zoho's Blueprint feature can be enabled post-migration for stage-gating if the customer requires it.

Oncourse CRM Tasks associated with Deals map directly to Zoho CRM Tasks linked to the corresponding Potential via the WhatId lookup. Task subject, status, priority, due date, and owner migrate directly. We resolve the task owner by email match against Zoho Users.

Oncourse CRM records activity history as free-form notes attached to records rather than structured Task or Event objects. We extract each note as a separate Zoho Task with Subject = Note title (or first 255 characters of body if untitled), Description = full note body, and Activity Date = note creation timestamp. The Task is linked via WhatId to the parent Contact, Lead, or Potential record. This preserves the activity timeline in Zoho's native activity view.

Oncourse CRM custom fields on Contacts, Leads, and Deals are exposed via the DSL export. We map each to a Zoho custom field of the matching data type (text, number, date, picklist, multi-select). Zoho requires custom fields to be created in the target module before data import; we create them via Zoho's API during the schema setup phase before any record migration begins.

Oncourse CRM owners are referenced by email on Deals and Tasks. We resolve each owner by email match against the Zoho destination org's User table. Any Oncourse owner without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Owner assignment on Potentials migrates as OwnerId once the User mapping is validated.

Oncourse CRM tags and labels on Contacts and Deals migrate to Zoho CRM Tags. Tags are a native Zoho feature and migrate without schema changes. Multiple tags on a single record become comma-separated Tag entries in Zoho.