Migrate from Origo BPO to Zoho CRM

Origo client records map to Zoho Accounts. Company name, address, industry, and employee count translate directly. Origo's client ID stored as Source_Client_ID__c for reconciliation. Parent-child client hierarchies map to Zoho's Account hierarchy via Parent_Account_Id. Multi-tier organizational structures in Origo with nested client relationships flatten into Zoho's two-level parent-account hierarchy, with deeper hierarchies condensed to the nearest parent level to maintain referential integrity without schema modification.

Named contacts at client companies map to Zoho Contacts linked to the Account. Email, phone, job title, and department transfer directly. Multiple contacts per Origo client collapse to individual Contact records sharing the same AccountId. Primary contact designation in Origo translates to the Is_Primary_Contact checkbox in Zoho, ensuring the main stakeholder is flagged for sales outreach and escalations. Secondary contacts retain full contact details without primary designation.

Origo service tickets map to Zoho Cases if support-case semantics apply. If tickets represent internal service delivery tracking, a custom Service_Requests module may be created with _C suffix per Zoho convention. Status, priority, and description fields map; assignment goes to Zoho user by email match.

Origo staff records do not map to Zoho CRM users — Zoho licenses are for sales/service users, not BPO technicians. Staff data can be stored in a custom Technicians module with name, email, specialization, and active status for reporting linkage to Cases.

Origo SLA tiers (e.g., Gold, Silver, Bronze) migrate as a picklist custom field SLA_Tier__c on Account. SLA response-time and resolution-time commitments stored as text fields or as a custom SLA_Config module if multi-field complexity warrants it. The picklist values are preserved exactly as they appear in Origo, maintaining operational continuity. If Zoho's standard SLA solution (available in Zoho ServiceDesk Plus) is adopted post-migration, the SLA_Tier__c field can serve as the integration key between CRM and service desk modules.

Origo invoice records do not map to standard Zoho CRM objects — Zoho Books handles invoicing separately. We export invoices as a custom Invoices_C module or as file attachments on the Account for audit reference. Recommend evaluating Zoho Books integration post-migration for full invoice management.

Origo contract documents migrate as Notes attached to the Account or as a custom Contracts_C module with fields for contract type, start date, end date, and auto-renewal flag. Contract PDFs stored as Zoho CRM attachments. If a formal Contracts_C module is chosen, contract metadata populates structured fields while PDF copies attach to the record for audit trails. This approach supports renewal alerts via Zoho workflows when the end date approaches.

Origo communication logs between staff and clients map to Zoho Tasks (for calls, emails) or Events (for meetings). Subject, description, timestamp, and related ContactId transfer directly. Original owner by email matched to Zoho user. Call duration and outcome fields from Origo map to Zoho Task custom fields where applicable. Recurring meetings preserved as Event series with individual instances linked to the parent series for calendar continuity.

Origo client properties not in the standard schema (e.g., preferred_contact_method, account_manager_name) migrate as custom fields on Account. Zoho field type matched per data type: text fields for strings, picklists for enumerated values, checkboxes for booleans. Date fields preserve original timestamps for historical reporting. Multi-select picklists accommodate properties with multiple values (e.g., multiple service categories) using Zoho's Multi-Select field type to avoid data loss during migration.

Origo documents linked to client records or service tickets re-upload to Zoho CRM Files attached to the corresponding Account, Contact, or Case. File size limit of 25MB per file enforced; larger files flagged for manual handling. File metadata including original upload date, author, and file description transfers as Zoho CRM file properties. Duplicate file names across different Origo records preserve unique identifiers by appending the source record ID to maintain document traceability.