Migrate from Opal CRM to Zoho CRM

Opal CRM Leads map directly to Zoho CRM Leads. If the customer's sales process qualifies leads to accounts before the Zoho migration, we map them to Zoho Contacts with a linked Account. Source attribution (form, campaign, upload, manual) from Opal migrates as a custom text field on the Zoho Lead. Lead status values from Opal are preserved as Zoho Lead Status picklist values, with any unmapped statuses added to the picklist during schema setup.

Opal CRM team members (Admin, Manager, Sales Rep roles) map to Zoho CRM Users. Role assignments are captured as a custom picklist field on the User record and documented in the handover notes for the admin to reconfigure via Zoho's Setup > Users > Manage Users. We match by email address. Any Opal rep without a matching Zoho User is placed in a provisioning queue; the admin creates the User before the record migration phase begins.

Tour Plans in Opal CRM store itinerary data (dates, locations, assigned rep) with expense line items. Since Zoho CRM has no native Tour or Visit module, we create a custom Tour Plans module during schema setup with fields for Rep (lookup to User), Start Date, End Date, Territory, and Status. Individual expense entries are reconstructed as Tour Plan Line Items (a related list in the custom module) or as Zoho Tasks with a custom Activity Type of 'Field Visit Expense.' Any flattened expense data in the export is decompressed and split into structured rows before import.

Opal CRM Quotations migrate to Zoho CRM Quotes. The quotation header (quotation number, date, customer reference, total amount, currency) maps directly. Line items map to Zoho Quote Line Items with Product Name, Quantity, Unit Price, and Discount preserved. The Opal quotation workflow state (Draft, Submitted, Approved, Rejected) migrates as a custom picklist field workflow_status__c and is documented in the handoff notes so the admin can decide whether to rebuild the approval logic in Zoho Blueprint or treat it as informational metadata.

Opal CRM pipeline stage names and order are captured as picklist values and mapped to Zoho's Quote Stage or a custom Deals pipeline Stage field depending on the customer's post-migration workflow. Stage probability percentages from Opal migrate to a custom Probability field on the Zoho module so reporting continuity is maintained.

Opal CRM interaction logs (calls, emails, meetings) against Leads map to Zoho CRM Tasks (for calls and generic activities) and Events (for scheduled meetings). Call duration, disposition, and recording reference URL from Opal migrate as custom fields on the Zoho Task. Meeting date, time, location, and attendee list map to Zoho Event with Event Relations linked to the Lead. Email content migrates as a Task with a long-text body and a custom Is_Email__c flag for timeline filtering.

Opal CRM role definitions (Admin, Manager, Sales Rep) do not export as structured data. We capture role assignments per user and produce a written role-mapping document that defines the Zoho equivalent: Admin maps to Zoho Standard or Administrator profile; Manager maps to a custom profile with report access and team visibility; Sales Rep maps to a restricted profile with self-only record access. The customer's Zoho admin applies these during post-migration configuration.

Opal CRM supports custom fields on Leads and possibly other objects, but the schema is not publicly documented. During scoping we identify custom fields by examining the export file headers and comparing them against Opal CRM's standard field list. Custom fields are created in Zoho CRM (Setup > Customization > Modules and Fields) with equivalent field types before migration. Custom fields are not available in Zoho CRM Free Edition; the customer must be on Standard or above.

Opal CRM's Basic Plan includes sales performance tracking via a points/rewards system. This is a platform-specific gamification concept with no Zoho CRM equivalent. We flag the existence of performance point fields during scoping and document them in the handoff notes. The customer decides whether to recreate the scoring logic as a custom numeric field on the User or Deal object, or to retire the metric in Zoho.

If Opal CRM stores organizational data alongside Leads (for B2B workflows), we map it to Zoho CRM Account. Account Name, Website, Industry, Phone, Address, and Owner map directly. If Opal CRM is purely contact-centric (Lead-only model), this object is omitted from the migration scope.