Migrate from Onpipeline to Zoho CRM

Onpipeline Contacts map directly to Zoho CRM Contacts with all standard fields (First Name, Last Name, Email, Phone, Address) preserved. Custom fields on Contact migrate to Zoho custom fields created in the destination instance before import. Tags on Contacts migrate as Zoho Tags. The Contact-to-Company linkage is preserved via the Account lookup in Zoho, with the Account created first so the relationship is satisfied at insert time.

Onpipeline Company records map to Zoho CRM Accounts. The company name becomes Account Name, website becomes Website, and any industry or employee-count fields map to the equivalent Zoho fields. Custom fields on Company migrate as Account custom fields. If the customer uses Onpipeline's company-to-multiple-contacts pattern, each Contact in Zoho is linked to the single Account record, maintaining the organizational hierarchy.

Onpipeline Deals map to Zoho CRM Deals with deal value, stage assignment, probability, and expected close date preserved. The dealname becomes Deal Name, amount becomes Deal Value, and closedate becomes Closing Date. Custom fields on Deals migrate as Deal custom fields. Each Deal's linked Contact and optional Company are re-linked in Zoho via the Contact Name and Account Name lookups.

Onpipeline pipeline stages map to Zoho CRM Deal Stages. Each pipeline in Onpipeline becomes a separate Sales Process in Zoho, with the relevant stage values whitelisted per Sales Process. Stage probability percentages migrate from Onpipeline to Zoho's stage probability values. If Onpipeline has custom stage names (Proposal Sent, Negotiation, etc.), we re-create them in Zoho's stage picklist during configuration.

Onpipeline Activities include Events (calendar appointments), Tasks, and Notes attached to Deals or Contacts. We split this into Zoho Tasks (with Task Type set to Task for standalone tasks), Events (Meetings), Calls (with Call Type set to Outbound or Inbound), and Notes. Owner assignment is preserved by matching Onpipeline user email to Zoho User email. Event datetime and duration migrate as Start DateTime and End DateTime on the Zoho record.

Onpipeline Products map to Zoho CRM Products with name, SKU (Product Code), and standard price preserved. Stock quantity migrates to the Product's Stock On Hand field. If the customer uses Onpipeline's inventory tracking linked to Deals, we verify that the Zoho destination instance has Zoho Inventory enabled or flag that inventory tracking requires a Zoho Inventory add-on beyond standard CRM.

Onpipeline Quotes migrate to Zoho CRM Quotes with quote number, line items, pricing, and e-signature status preserved. The Quote is linked to the Contact and Deal in Zoho via the existing Contact Name and Deal Name lookups. Quote PDFs and e-signature documents migrate as attachments linked to the Quote record. Note that Zoho's native quoting workflow (Quotes module) handles standard quote generation; complex quote templates may require Zoho Writer integration post-migration.

Onpipeline Invoices migrate to Zoho CRM Invoices with invoice number, line items, payment status, and total preserved. The Invoice is linked to the Contact and Deal. Recurring invoice configurations are noted during scoping but automated recurring invoice generation does not migrate as a configuration; the customer configures recurring invoice schedules in Zoho manually post-migration or through Zoho Invoice integration.

Onpipeline custom fields on Contacts, Companies, Deals, and Products migrate to Zoho CRM custom fields. We extract the custom field schema (field names, data types) from Onpipeline and create equivalent custom fields in Zoho before data import. Field types are mapped: text to Single Line, number to Currency or Number, date to Date, checkbox to Checkbox. Multi-select picklists in Onpipeline map to Zoho Multi-Select Picklist fields.

Onpipeline Users are mapped to Zoho CRM Users by email match. We extract every distinct Owner referenced on Contact, Company, Deal, and Activity records and resolve them to Zoho User records. Users without a matching Zoho User are held in a reconciliation queue for the customer's Zoho admin to provision before record import resumes. The Onpipeline Admin and Team Leader roles map to Zoho Role-based profiles.

Onpipeline Tags applied across Contacts, Companies, and Deals migrate as Zoho Tags. Multi-tag assignments per record are preserved in Zoho's tag structure. Tags are mapped as-is (text values), and the customer can rename or reorganize tags in Zoho post-migration if desired.