Migrate from Prospect CRM to Zoho CRM

Prospect CRM Contact records map directly to Zoho CRM Contacts with standard fields (First Name, Last Name, Email, Phone, Mailing Address) migrating cleanly. We map any custom Contact properties as Zoho custom fields, preserving field type (dropdown, date, number) to ensure picklist validation rules are set correctly post-import. Email addresses serve as the dedupe key. Prospect CRM RFM segmentation values (Recency, Frequency, Monetary score and segment label) export as individual numeric and picklist custom fields on the Contact record rather than a native segmentation object.

Prospect CRM Company records map to Zoho CRM Accounts. Company-level fields (name, website, industry, address) migrate directly. Account is created before any Contact import so that the Account-Contact lookup relationship is satisfied at the moment of Contact insert. Prospect CRM's RFM segment label at the Company level migrates as a custom Account field.

Prospect CRM Deals map to Zoho CRM Potentials (Zoho's Opportunity equivalent). Deal value, stage name, owner, expected close date, and associated Contact and Company links migrate directly. We preserve the Prospect pipeline name and stage name mapping explicitly because stage IDs are not portable across CRMs; the customer's Zoho admin configures the matching stage sequence in Zoho's pipeline settings before migration.

Prospect CRM pipeline stage definitions (e.g., 'Quoted', 'Awaiting Stock', 'Ready to Dispatch') require explicit mapping to Zoho CRM's stage schema. We capture stage order and rename each Zoho stage to match Prospect's labels during migration scoping. If the customer uses multiple Prospect pipelines, we create multiple Zoho Pipelines and assign the correct one to each Potential based on the Prospect Deal's pipeline association.

Product catalog data including product name, SKU (Product Code), unit price, and description migrates directly to Zoho Products. The stock-aware flag and live inventory linkage from Prospect's back-office integration do not transfer; we document the original stock-awareness rule for the customer's admin to evaluate whether Zoho Inventory integration or a custom Deluge function is appropriate for the replacement.

Prospect CRM Activity records (notes, calls, emails, tasks) migrate as Zoho CRM Activity records. We map Prospect activity type labels (Note, Call, Email, Task) to Zoho equivalents (Task with Task Type = Call, Note, or General). Activity timestamps migrate to preserve the chronological timeline. Call duration and disposition from Prospect CRM map to Zoho custom fields on the Task record.

Prospect CRM's Problem Pipelines object (used for tracking delivery issues, returns, and complaints) is non-standard and does not map to a native Zoho CRM object by default. We extract Problem records with their Status, Outcome, and linked Customer fields, then map them to Zoho Tickets. The customer's Zoho admin configures the Ticket layout and picklist values (Issue Type, Status, Priority) to match the Prospect Problem Pipeline schema before migration.

Prospect CRM's Recency, Frequency, Monetary value segmentation is a classification system that does not exist natively in Zoho CRM. We export segment assignments as individual custom fields on the Zoho Contact record: rfm_recency_score (numeric), rfm_frequency_score (numeric), rfm_monetary_score (numeric), and rfm_segment_label (picklist: Champion, Loyal, At Risk, Lost). The customer's admin can build Zoho reports or Views based on these fields for segmentation analysis.

Custom fields on Prospect CRM Contacts, Companies, and Deals migrate as Zoho CRM custom fields. We capture field type (dropdown, date, number, checkbox, text) during scoping to ensure Zoho field validation rules are set correctly. Dropdown fields require the same picklist values in Zoho as exist in Prospect CRM; we provide a value mapping table during the field mapping phase.

Prospect CRM User records (names, email addresses, role assignments) map to Zoho CRM User records. We resolve owners by email match. Any Prospect CRM user without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Zoho's role and profile permissions require reconfiguration post-migration.