Migrate from Optimiser CRM to Zoho CRM

Optimiser Contact records map to Zoho CRM Contacts with standard fields (Full Name, Email, Phone, Mailing Address). Optimiser custom fields on Contacts are enumerated during the pre-migration trial export and created as equivalent Zoho custom fields before import. Email serves as the dedupe key during Zoho import to prevent duplicate Contact creation. Zoho Professional or higher is required for custom fields on Contacts; the free edition does not support them.

Optimiser Company records map to Zoho CRM Accounts. Company Name maps to Account Name as the primary display field; website domain maps to Website. Account is created before Contact import so that the Account-Contact lookup relationship is satisfied at the moment of Contact insert. Custom properties on Optimiser Companies are inventoried and mapped to Zoho custom fields on Account.

Optimiser Deals map to Zoho CRM Deals with Stage, Amount, Expected Close Date, and Owner preserved. Pipeline stage names from Optimiser are configurable per instance, so we extract the full stage list during scoping and apply a stage-mapping table to Zoho Sales Stages before migration. Any Optimiser stage with zero records is flagged for omission to avoid creating empty stages in Zoho.

Optimiser Lead records map to Zoho CRM Leads. Lead status, source, and any scoring fields migrate to corresponding Zoho custom fields. If the customer elects to treat all Leads as Contacts (for example, if Optimiser was used without a strict Lead qualification gate), we apply a bulk Lead-to-Contact convert strategy in Zoho after import, subject to customer approval during scoping.

Optimiser activities export as a unified activity log. We split these into Zoho Task records for calls and to-dos, Event records for meetings, and Note records for free-text notes. Each activity is associated to its parent Contact, Account, or Deal using migration IDs that Zoho's Data Migration Wizard uses to resolve cross-module relationships. Activities are imported in chronological order by the original Optimiser timestamp.

Every populated Optimiser custom field on Contacts, Companies, Deals, and Leads is enumerated during the trial export phase. We create equivalent Zoho custom fields (matching field type where possible: text, number, picklist, date, checkbox, etc.) before data import begins. Fields with zero data in Optimiser are excluded to avoid creating dead columns in Zoho. Custom fields are not available in Zoho's free edition; Standard edition or above is required.

Optimiser user records (name, email, role) map to Zoho CRM Users. We resolve Optimiser owners by email match against the Zoho destination User table. Any Optimiser owner without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Active vs inactive status is preserved via a custom field if the customer needs it for reporting.

Optimiser tags applied to Contacts or Deals export as label values. We migrate tags as-is and create matching Tag sets in Zoho CRM. Zoho Tags are created at the module level (Contact Tags, Account Tags, Deal Tags), and we map the Optimiser tag key-value pairs to the corresponding Zoho tag name. If Optimiser uses a tag taxonomy that exceeds Zoho's tag limit per record, we flag it for the customer's admin to decide on consolidation.

Optimiser allows configurable pipeline stages per deal type. We extract the complete stage list from the customer's instance during scoping and map each Optimiser stage to a Zoho Sales Stage. Stage probability percentages are mapped from Optimiser to Zoho where available. Zoho's Data Migration Wizard allows stage mapping during import, and we configure the mapping table before migration begins.

Optimiser's project management module may coexist alongside CRM objects in some instances. If project records are in scope, we create a Zoho Custom Module named Projects (or the equivalent name) and migrate project records as a secondary pass after Deals and Contacts are fully imported. Custom modules in Zoho require Professional tier or above. Projects are mapped last because they may have lookup dependencies on Account and Contact records.