Migrate from Orderry to Zoho CRM

Orderry Clients split into Zoho CRM Contacts and Leads. Clients with active work orders or paid invoices route to Contact (tied to an Account). Inactive prospects with no transactional history route to Lead. The split rule is configurable; default uses Orderry's client_status field.

When an Orderry Client has an associated company name, that company becomes a Zoho CRM Account. The Account stores the organization-level details (address, domain, industry) with the Contact linked via Account_Name. Accounts are migrated before Contacts to satisfy Zoho's lookup integrity.

Orderry Work Orders map to Zoho CRM Deals. The Orderry work order number becomes the Deal name. Status (New, In Progress, On Hold, Completed) maps to Zoho stage pick-list values. The Zoho Sales Pipeline is created to mirror Orderry's ticket workflow stages, with custom stage values added as needed.

For field-service fidelity, Orderry work orders can migrate as a custom Work_Order__c module in Zoho CRM linked to the Contact and Account. This preserves Orderry-specific fields — assigned technician, service type, on-site time — that don't fit Zoho's standard Deal schema without cluttering the CRM record.

Orderry Estimates map to Zoho CRM Quotes. The quote amount, line items, and valid-until date transfer as-is. Quote status (Draft, Sent, Approved, Declined) maps to Zoho's Quote Stage pick-list. Linked Contacts and Accounts carry over via the parent Work Order's relationship chain.

Orderry Invoices migrate to Zoho CRM Invoices preserving invoice number, total amount, status (Paid, Unpaid, Overdue), and line items. Payment method and transaction reference from Orderry become custom fields on the Zoho Invoice record. Unpaid invoices carry their original due dates.

Orderry Products map 1:1 to Zoho CRM Products. SKU, product name, unit price, and quantity in stock transfer to Zoho's standard Product fields. Products with variants (serialized inventory in Orderry) become Zoho Product variants if the Zoho Inventory add-on is active; otherwise they store as a custom serialized_number field.

Orderry Employees resolve to Zoho CRM Users by email address matching. The migration plan requests a user.csv from Orderry (employee name + email) before migration runs. Unmatched employees are flagged so your Zoho admin can create user accounts or assign their records to a fallback Zoho user before the full import.

Orderry client-level custom properties (client_rating, referral_source, custom_discount) become Zoho CRM custom fields on the Contact or Lead module. The field data type is assessed during discovery: pick-lists become Zoho multi-select or pick-list fields, numeric fields become Zoho currency or number fields as appropriate.

Orderry work order custom fields (diagnostic_code, site_visit_required, warranty_expires) migrate as custom fields on the Deal or the custom Work_Order__c module. Field labels and API names are preserved from Orderry's export; Zoho layout associations are set so the fields appear in the relevant pipeline views.

Orderry files attached to work orders (photos, signed forms, receipts) are downloaded and re-uploaded to Zoho CRM as Attachments linked to the corresponding Deal or Contact record. Zoho's API allows file uploads up to 25 MB per file; larger files are flagged for manual re-upload with the original filename preserved.