Migrate from PlanPlus Online to Zoho CRM

PlanPlus Online Contact records map to Zoho CRM Contacts. All standard fields (Name, Email, Phone, Address, Company) migrate directly. We resolve the PlanPlus owner assignment to a Zoho CRM User by email match during import. Any Contact without a matching Zoho User is placed in a reconciliation queue for the customer's admin to provision before import continues. Franklin Covey priority quadrant tags (if present as custom properties) migrate as a custom picklist field on the Contact module.

PlanPlus Online Company records (Business Edition) map to Zoho CRM Accounts. Company name becomes Account Name; industry, size, and associated contacts map to standard Account fields. We maintain the Contact-to-Company relationship via Zoho CRM's Contact-to-Account lookup link after both objects are imported. Company domain and website from PlanPlus become the Account Website field used for deduplication during import.

PlanPlus Online Deal records map to Zoho CRM Deals. We map PlanPlus deal stage names to Zoho CRM Stage values and configure a Sales Process in Zoho CRM that whitelists the relevant stages before migration. Deal value, close date, and owner assignment migrate directly. If PlanPlus Deals reference a linked Company record, we preserve the Account link by resolving the Account Name lookup at migration time. Closed-Lost and Closed-Won reason properties from PlanPlus map to Zoho Deal custom fields for audit continuity.

PlanPlus Online Tasks migrate to Zoho CRM Tasks with Priority, Due Date, Status, and Description preserved. We map the Franklin Covey priority quadrant (if stored as a custom property) to a Zoho custom picklist field. Task assignment resolves the PlanPlus owner to a Zoho User by email match. Subtasks map as separate Task records with a parent task reference field. ActivityDate on the Zoho Task is set to the original PlanPlus timestamp to preserve ordering in the timeline.

PlanPlus Online Calendar Events (including appointments and all-day events) migrate to Zoho CRM Events. Start Date/Time, End Date/Time, Location, and Description migrate directly. Attendee lists from PlanPlus map to Zoho EventAttendees records. If the PlanPlus event is linked to a Contact or Deal, we set the Related To lookup on the Zoho Event to preserve the context. Time zone normalization is applied during import if the source PlanPlus account had non-UTC settings.

PlanPlus Online Projects migrate to a Zoho CRM custom module named Projects (or Projects_C if following Zoho's underscore-C convention). Project status, milestones, and task breakdowns map to custom fields within the module. Cross-project dependencies are preserved as lookup fields pointing to other Project records. Project Summary Reports published as webpages in PlanPlus are captured as static HTML file exports and linked to the corresponding Project record in Zoho CRM as attachments. We pre-create the custom module schema before migration begins to satisfy any lookup dependencies.

PlanPlus Online flat key-value custom fields on Contacts, Companies, and Deals map to equivalent Zoho CRM custom fields. We create each custom field in Zoho CRM before migration using the matching field type (text, number, date, picklist, etc.). Custom fields that have no direct Zoho equivalent are flagged for manual review during scoping and migrated as text fields with a naming convention indicating their origin. Custom fields are not available in Zoho CRM Free edition; we verify the customer's Zoho CRM edition during scoping and recommend Professional or higher if custom fields are required.

PlanPlus Online User accounts map to Zoho CRM Users. We resolve by email match. User display name, email, and role assignment migrate directly. Inactive users in PlanPlus are flagged for the customer's admin to decide whether to provision them as active or inactive in Zoho CRM. Any PlanPlus user without a matching Zoho CRM User is placed in a reconciliation queue before record import begins.

PlanPlus Online Support Portal FAQs migrate to Zoho CRM Solutions as article records. Help desk tickets with status, description, and linked Contact migrate to Zoho Cases (if Service Cloud is enabled in the destination org) or to a custom Support module. Ticket status values map to Zoho Case Status or the equivalent custom field. This mapping is low priority if the customer does not use PlanPlus support features.

Form submissions captured via PlanPlus Online contact forms and landing pages export as Contact records with a Form Source custom property. We preserve submission timestamp and any custom form field responses as custom fields on the Contact. If the customer uses Zoho CRM's native lead capture forms post-migration, the Form Source property enables attribution analysis.