Migrate from Onsite CRM to Zoho CRM

Onsite CRM Contact records map directly to Zoho CRM Contacts. Standard fields (First Name, Last Name, Email, Phone, Mobile, Address) transfer 1:1 via CSV column mapping. The Onsite CRM contact-company association maps to Zoho's Look Up relation via the Company Name field. Any custom fields on the Contact object require manual type-mapping during scoping against Zoho's supported field types (string, integer, decimal, date, picklist, multi-select, phone, email, URL).

Onsite CRM Company records map to Zoho CRM Accounts. Company Name becomes Account Name; Industry, Website, and Address fields map to their Zoho equivalents. We extract Companies first in the migration sequence so that Account records exist before Contact import resolves the Look Up relation. If Onsite CRM exposes a parent-company hierarchy, we map it to Zoho's Account Hierarchy via the Parent Account Look Up field.

Onsite CRM Deal records map to Zoho CRM Deals. Deal Name, Amount, Close Date, and Stage transfer directly. The Onsite CRM deal-owner maps to Zoho's Owner Look Up via email resolution. If Onsite CRM exposes a deal-contact or deal-company relation, we map it to Zoho's Related To Look Up fields on the Deal. Closed-won and closed-lost reasons from Onsite CRM custom fields map to Zoho's Loss Reason and Won Reason picklist fields.

Onsite CRM pipeline stages are extracted from the Deals export as distinct stage values. We configure Zoho's Pipeline and Stage structure to mirror the source stage sequence. Probability percentages from Onsite CRM map to Zoho's Stage Probability field per stage. If Onsite CRM exposes multiple pipelines, we provision multiple Zoho Pipelines and map each deal to its corresponding pipeline via the Pipeline Name field during import.

Onsite CRM activity records (calls, SMS, email logs) map to Zoho CRM Tasks and Notes depending on the activity type. Call records map to Task with Task Type = Call and Sub-Type = Outbound or Inbound. SMS threads map to Notes attached to the parent Contact or Deal. Email records map to Tasks or Notes based on whether the export includes body content or only metadata. We set the Activity Date on each Zoho record to the original Onsite CRM timestamp to preserve chronological ordering. This mapping depends on what the Onsite CRM CSV export exposes for activity records; limited activity export is a known constraint of the source platform.

Onsite CRM Task records (reminders, follow-ups) map directly to Zoho CRM Tasks. Due Date, Status, Priority, and Subject transfer directly. Assigned To maps via email resolution to Zoho Owner. We set the Zoho Task Status to Not Started or Completed based on the completion flag in the source export. Recurring tasks are not preserved as recurring patterns in Zoho; each instance migrates as an individual task record.

Onsite CRM custom fields on any object (Contact, Company, Deal) require manual mapping during scoping. We extract the full list of custom field names and their data types from the CSV export headers, then configure matching custom fields in Zoho CRM under the appropriate module before migration. Zoho's 300-field-per-module ceiling and 5-lookup-field limit per module are checked against the source field count; any overflow is flagged for the customer to prioritize or archive.

Onsite CRM tags applied to Contacts or Deals migrate as Zoho Tags. Tags are extracted from the source export as a multi-value field and mapped to Zoho's tag__split values on the target record. We normalize tag capitalization and remove duplicates during the transform phase. Zoho's tag limit per record is high enough for typical migration use cases.

Onsite CRM User records (sales reps, admins) are mapped to Zoho CRM Users via email address match. We extract all unique owner references from Contact, Company, and Deal records, resolve each against the Zoho destination User table, and flag any owner without a matching Zoho User for manual provisioning before the main migration run. The customer's Zoho admin provisions missing users in Zoho Settings before we proceed to record import.

Onsite CRM does not appear to have a structured document management object in its data model. File attachments referenced in Onsite CRM activity records may not have a downloadable export path. We flag this as a limitation during scoping and advise customers to document any attachment URLs or file names manually for post-migration re-upload to Zoho's Attachments module.