Migrate from Pro-Sales CRM to Zoho CRM

Pro-Sales CRM Contact records map to Zoho CRM Leads as the primary import target, with the option to convert Leads to Contacts post-migration if the customer uses Zoho's full Account-Contact model. We map name, email, phone, company association, lifecycle stage, and owner fields directly. The lifecycle stage value from Pro-Sales CRM is stored in a Zoho custom field (e.g., original_lifecycle_stage__c) on the Lead for audit. If the customer chooses to work with Contacts from day one, we map Pro-Sales CRM Contacts to Zoho Contacts attached to Accounts using the company association as the Account lookup key.

Pro-Sales CRM Company records map directly to Zoho CRM Accounts. Address, industry, and company size fields transfer to equivalent Zoho standard fields. We create Accounts before Contacts so that the Account lookup relationship is satisfied at the moment of Contact insert. Company name becomes the Account Name; domain from company records maps to the Website field if present.

Pro-Sales CRM Deals map to Zoho CRM Deals. Deal value, close date, and owner assignment migrate as standard fields. Stage migration is governed by the stage configuration mapping (see Pipeline Stages entry below). The dealname field from Pro-Sales CRM maps to Zoho's Deal Name; if no explicit deal name exists, we construct one from the associated Contact or Account name plus close date.

Pro-Sales CRM allows free-text stage names with per-stage probability weights. Zoho CRM enforces picklist values per pipeline. We extract the active stage configuration during discovery, create the matching Zoho pipeline with stage picklist values using the exact stage names from Pro-Sales CRM, and set the probability percentage on each stage to match the source. If the customer has multiple Pro-Sales CRM pipelines, we create multiple Zoho CRM pipelines (one per Record Type). Closed-Lost and Closed-Won statuses map to Zoho's Stage entries for those states.

Pro-Sales CRM call logs (disposition, duration, call date, owner) map to Zoho CRM Tasks with Sub-Module set to Calls. We preserve call disposition as a Zoho custom picklist field since the dispositioning labels vary by customer configuration. Activity timestamps are stored in Zoho's Activity Date format with timezone normalization applied during the transform step.

Pro-Sales CRM notes map to Zoho CRM Notes linked via the Related To field to the parent record (Lead, Contact, Account, or Deal). Note content migrates as plain text; any rich text formatting is flagged and handled on a best-effort basis given Zoho's Notes field type constraints.

Pro-Sales CRM task completions map to Zoho CRM Tasks. Status (Open, Completed), Priority, Due Date, and Owner migrate directly. If the task is marked complete in Pro-Sales CRM, we set Zoho Task Status to Completed with the completion date preserved.

Pro-Sales CRM assigns a single owner per record by user ID. We resolve owner IDs to Zoho Users by email match. Any Pro-Sales CRM owner without a matching Zoho User record is flagged and reassigned to a designated fallback Zoho User during migration. The customer provisions any missing Zoho Users before migration begins. We do not migrate Pro-Sales CRM role or permission structures to Zoho roles; these are rebuilt post-migration based on the customer's org hierarchy.

Pro-Sales CRM custom fields on Contacts map to Zoho CRM custom fields on the Leads module (or Contacts module if the customer uses Zoho's Contact-centric model). We inspect the field list during discovery, create the destination custom fields before import, and map data types: text fields to Zoho Single Line, numeric values to Zoho Number or Currency, date values to Zoho Date. Note that Zoho's Free edition does not support custom fields; if the customer is on a Free plan, we flag this during scoping and recommend upgrading to Standard or above before migration.

Pro-Sales CRM custom fields on Deals map to Zoho CRM custom fields on the Deals module. Lookup fields from Pro-Sales CRM (if any reference other objects) are created as Zoho Lookup fields; however, Lookup fields require Zoho Professional edition or above. We verify the destination edition during scoping and flag any lookups that cannot be created on a lower-tier plan.

Pro-Sales CRM tag assignments on records migrate to Zoho CRM Tags. Tags are applied to the corresponding Zoho records (Lead, Contact, Account, Deal) after the base record import completes. Tag strings are preserved verbatim; no tag consolidation or renaming is performed unless the customer requests it during scoping.

Pro-Sales CRM's handling of file attachments is not well documented in available API references, and we have not confirmed a reliable export path for file blobs. We do not migrate attachments as part of the standard migration scope. We flag this to customers during scoping and recommend they run a parallel manual export of any files stored in Pro-Sales CRM (screenshots, proposal PDFs, call recordings) and store them in a shared location. Post-migration, the customer's admin can attach files to Zoho records manually or via Zoho's file upload API.