Migrate from OpenCRM to Zoho CRM

OpenCRM Organisation records map directly to Zoho CRM Accounts. The organisation name becomes Account Name; industry, website, and address fields map field-by-field. We extract the OpenCRM record ID as an ExternalID column during CSV export and use it as the ExternalID field during Zoho Bulk Write API import, enabling upsert rather than insert-only. Accounts must import before Contacts to satisfy Zoho's account lookup requirement on Contacts.

OpenCRM Contact records map to Zoho CRM Contacts with the parent Account lookup resolved via the OpenCRM ExternalID carried into Zoho as an Account lookup. First name, last name, email, phone, and address fields migrate directly. Custom fields on OpenCRM Contacts are discovered per-tenant during scoping and mapped field-by-field to Zoho custom fields, subject to Zoho's 300-field-per-module limit. Any Contact without a valid parent Company reference is flagged as an orphan and held in a reconciliation queue for the customer's admin to resolve before the Contacts phase is marked complete.

OpenCRM Deals map to Zoho CRM Deals with the Account lookup resolved through the ExternalID chain (OpenCRM record ID → Zoho Account ExternalID). Deal name, amount, expected close date, and owner map directly. Pipeline stage names from OpenCRM are mapped to Zoho pipeline stages via a customer-confirmed stage mapping table produced during scoping. Deals can link to either a Contact or Company in OpenCRM; Zoho Deals link to an Account by default, and we map Contact-linked Deals by first resolving the Contact's parent Account at migration time.

OpenCRM's tenant-defined pipeline stage names (fully customisable per workflow) require a stage mapping table presented to the customer for confirmation before migration. Each OpenCRM stage maps to a Zoho CRM stage within a configured Zoho pipeline. We create the Zoho pipeline and stage structure before Deal import begins. Stage probability percentages migrate from OpenCRM to Zoho stage probability values.

OpenCRM Activity records (calls, meetings, tasks) map to Zoho CRM Tasks and Events. We normalise all timestamps to UTC before import. The activity owner maps via email matching to a Zoho User. Calls migrate as Tasks with Sub-Module set to Calls; meetings migrate as Events with start time, end time, and location preserved. The parent record reference (Contact or Company in OpenCRM) resolves to a Zoho Contact or Account lookup during transform. Activity history volume drives Bulk API vs module import tool choice.

OpenCRM Notes attached to Contacts, Companies, or Deals migrate to Zoho CRM Notes. We resolve the parent record lookup by matching the OpenCRM parent entity and record ID to the corresponding Zoho record during transform. Note body content migrates as plain text. Notes without a valid parent record reference are flagged and held for manual assignment.

OpenCRM custom fields on Contacts, Companies, and Deals are discovered per-tenant during scoping. Each custom field is typed (text, number, date, picklist, checkbox) and mapped to an equivalent Zoho CRM custom field. Zoho's 300-field-per-module limit is validated against the total discovered field count before migration. Fields exceeding this limit require deprioritisation in consultation with the customer.

OpenCRM Owner records map to Zoho CRM Users by email matching. We extract all distinct owner references across Contacts, Companies, Deals, and Activities and cross-reference against the Zoho User table in the destination tenant. Owners without a matching Zoho User are held in a reconciliation queue; the customer's Zoho admin provisions missing users before the migration resumes. Inactive OpenCRM owners map to inactive Zoho users to preserve assignment history.

OpenCRM tag-based categorisation on Contacts and Companies migrates to Zoho CRM Tags. Tags transfer as flat string arrays and land as Zoho Tags on the corresponding Contact or Account record. If the customer uses tags for segmentation or reporting, we flag any tags that may need conversion to Zoho picklist values or custom fields during scoping.

File attachments stored against Contacts, Companies, or Deals in OpenCRM are extracted to a file store during migration and re-linked to the corresponding Zoho record via Zoho's attachment upload API. We generate reference links between the extracted file and the destination record ID. Attachments without a valid parent record are flagged with their original file name and record context for manual resolution.