CRM migration
Field-level mapping, validation, and rollback between Property Shell and Zoho CRM. We move data and schema; workflows are rebuilt natively in Zoho CRM.
Property Shell
Source
Zoho CRM
Destination
Compatibility
10 of 10
objects map 1:1 between Property Shell and Zoho CRM.
Complexity
BStandard
Timeline
3–5 days
Overview
Property Shell structures its CRM around a property-development lifecycle: Leads, Contacts, Companies, Deals, and a development/project record that groups lots or apartments. Each unit within a development carries its own price, floor, and availability status. Zoho CRM uses a flexible Leads, Contacts, Accounts, and Deals model with customizable pick-lists, multi-module relationships, and a Blueprint automation layer — but it has no native concept of a development or unit inventory module. FlitStack AI extracts your Property Shell data via the platform's export API, transforms it to match Zoho's field naming and pick-list formats, and bulk-loads it into a Zoho sandbox account for validation before production. We map every standard contact, company, and deal field directly. For Property Shell's development-stage and unit-availability fields, we create Zoho custom fields (marked with a Migration_Label__c suffix) and a two-module setup — a custom Development module linked by lookup to a custom Units module. Owner assignments resolve by email match against Zoho user accounts. Property Shell automations (nurture sequences, post-enquiry routing, site-visit reminders) do not migrate because they run on Property Shell's own workflow engine. We export your Property Shell automation definitions as a reference document so your Zoho admin can rebuild them in Blueprint. Reports and dashboards reference underlying record data that does migrate — the report layouts must be recreated.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Property Shell object lands in Zoho CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Property Shell
Lead
Zoho CRM
Lead
1:1Property Shell leads migrate as Zoho CRM Leads. Address fields map directly to the Lead address compound field. Owner assignment resolves by email match against Zoho users; any owner not yet provisioned in Zoho flags before migration commits so your team can invite them first.
Property Shell
Contact
Zoho CRM
Contact
1:1Contacts migrate 1:1 to Zoho Contacts. First name, last name, email, phone, and job title map directly. Property Shell's primary-contact flag is non-standard — FlitStack preserves it as a custom Contact field (Primary_Contact__c). Owner resolves by email match against Zoho users.
Property Shell
Company
Zoho CRM
Account
1:1Property Shell companies map to Zoho Accounts, preserving the company name, industry pick-list value, employee count, and annual revenue. Street, city, state, and country fields migrate to the Account's billing address compound field. Parent-child company hierarchies map via Zoho's parent-account lookup.
Property Shell
Deal
Zoho CRM
Deal
1:1Property Shell deals migrate to Zoho Deals with stage values mapped value-by-value to Zoho stage pick-list options. Deal owner resolves by email match. Estimated number of units, lot number, and lead source become Zoho custom fields (Unit_Count__c, Lot_Number__c, Lead_Source__c) since Zoho has no native equivalents.
Property Shell
Development / Project
Zoho CRM
Custom module: Development
1:1Property Shell's development or project record has no direct Zoho CRM equivalent. FlitStack creates a custom Development module with fields for development name, developer company, location address, development stage (custom pick-list), and a link to the primary contact record. This becomes the parent record for the Units module.
Property Shell
Unit / Lot / Apartment
Zoho CRM
Custom module: Units
1:1Individual units tracked in Property Shell (lot number, unit number, floor, price, availability status) require a custom Units module in Zoho. Each Unit record carries a lookup field pointing to its parent Development record. Unit status values map to a custom pick-list (Available, Under Contract, Sold, Withheld). The Lot_Number__c and Unit_Number__c fields preserve Property Shell's naming convention.
Property Shell
Note
Zoho CRM
Note
1:1Property Shell notes migrate to Zoho Notes, preserving the note title, content body, creation timestamp, and last-modified date. Notes attached to a specific record carry the parent record ID as a lookup reference in Zoho. Rich-text formatting in notes is preserved as-is.
Property Shell
Attachment / File
Zoho CRM
Attachment
1:1File attachments from Property Shell are downloaded and re-uploaded to Zoho CRM. Zoho's bulk API has a 25MB per-file limit — files exceeding this are flagged and re-uploaded manually via the Zoho UI with a reference log. File names and original URLs are preserved in a custom text field for traceability.
Property Shell
Workflow / Automation
Zoho CRM
No equivalent
1:1Property Shell workflows, nurture sequences, site-visit reminders, and post-enquiry drip automations operate on a proprietary engine with triggers and conditions that do not transfer to Zoho CRM. These must be rebuilt in Zoho Blueprint or workflow rules. FlitStack exports the Property Shell automation configuration as a structured reference document to accelerate the rebuild.
Property Shell
Custom Field (any object)
Zoho CRM
Custom Field
1:1Any Property Shell custom field on Leads, Contacts, Companies, Deals, or custom modules migrates to a Zoho custom field on the corresponding module. The Property Shell field name is recorded in a migration label field (Migration_Source_Field__c) for audit purposes. Pick-list custom fields use Zoho pick-lists with values mapped from Property Shell.
| Property Shell | Zoho CRM | Compatibility | |
|---|---|---|---|
| Lead | Lead1:1 | Fully supported | |
| Contact | Contact1:1 | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Development / Project | Custom module: Development1:1 | Fully supported | |
| Unit / Lot / Apartment | Custom module: Units1:1 | Fully supported | |
| Note | Note1:1 | Fully supported | |
| Attachment / File | Attachment1:1 | Fully supported | |
| Workflow / Automation | No equivalent1:1 | Fully supported | |
| Custom Field (any object) | Custom Field1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Property Shell gotchas
No documented public API for data export
Highly customised per-customer schema requires pre-migration field audit
Interactive Maps are visualisation-layer only and cannot be migrated
Zoho CRM gotchas
API access requires Professional tier or above
Subform fields do not export cleanly via CSV
API credit consumption is non-linear
Export download links expire in 7 days
Owner (User) assignments require pre-mapped user IDs
Pair-specific challenges
Migration approach
Analyze Property Shell export and build field mapping document
FlitStack connects to your Property Shell account using scoped read access and extracts the full data model — Leads, Contacts, Accounts, Deals, Development records, Unit records, Notes, and Attachments. We identify every standard and custom field, stage pick-list value, owner name, and cross-record association. The output is a field mapping document listing each source field, its Zoho destination, the mapping type (direct, value mapping, or custom field required), and any pre-migration Zoho schema work your admin must complete. This document is reviewed and approved before any migration runs.
Extract data from Property Shell and transform to Zoho format
Property Shell data is fetched via the platform's export API, pulling all records across modules in parallel batches to minimize extraction time. FlitStack transforms each record to match Zoho's field naming and data types — date formats standardized to ISO 8601, stage pick-list values mapped to the Zoho stage options your admin has configured, and owner names resolved by email against the Zoho user list. For the Development and Units modules, FlitStack creates the custom modules in your Zoho sandbox with the appropriate field types and lookup relationships before loading data.
Load into Zoho sandbox and validate with field-level diff
FlitStack loads the transformed data into a Zoho sandbox account — a non-production environment that mirrors your live Zoho CRM configuration. A sample migration of 100–500 records runs first, spanning Leads, Contacts, Deals, and a representative set of Development and Units records. We generate a field-level diff comparing source values against Zoho destination values, verifying stage mapping, owner resolution, cross-module lookups between Units and Development, and custom field population. Your team reviews the diff and approves before the production migration proceeds. Any stage pick-list gaps or custom field misconfigurations are corrected in the sandbox.
Run production migration with delta-pickup window
After sandbox sign-off, FlitStack executes the full production migration into your live Zoho CRM account. Records load in dependency order — Accounts first, then Leads and Contacts, then Deals, then custom Development and Units records with their lookup relationships. A delta-pickup window of 24–48 hours runs concurrently, capturing any records created or modified in Property Shell during the cutover period. An audit log records every operation. If reconciliation finds discrepancies in record counts or cross-module relationships, FlitStack rolls back and re-runs the affected modules. Once counts match and lookups are verified, the migration is complete and your team can begin working in Zoho CRM.
Platform deep dives
Property Shell
Source
Strengths
Weaknesses
Zoho CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Property Shell and Zoho CRM.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Property Shell: Not publicly documented.
Data volume sensitivity
Property Shell doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Property Shell to Zoho CRM migration scoping. Not seeing yours? Book a call.
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