Migrate from RAMM to Zoho CRM

RAMM Vendors map directly to Zoho CRM Accounts. The vendor_type property migrates as a custom pick-list field (RAMM_Vendor_Type__c) since Zoho Accounts have no native vendor-type classification. Primary address and contact information map field-by-field. Multi-vendor contacts in RAMM collapse to one primary Account link with additional contacts attached via Account lookup.

RAMM Contacts map 1:1 to Zoho CRM Contacts. Email, phone, job title, and address fields map directly. The Contact's associated Account link resolves to the Account record created from RAMM's parent Vendor. If a Contact has no Vendor parent in RAMM, it attaches to a default 'Unassigned Account' record in Zoho.

RAMM Tickets map to Zoho CRM Cases. The original RAMM ticket number, priority, status, and description migrate as standard Case fields. RAMM ticket comments become Zoho Case notes in chronological order. Ticket assignee resolves by email match to Zoho CRM users. RAMM ticket categories or queues map to Case Origin or a custom pick-list field.

RAMM Assets and Monitored Devices have no native Zoho CRM equivalent. Each asset type (server, workstation, printer, etc.) becomes a custom field on the Account record, storing the asset name and last-seen status as a text or pick-list value. For high-volume asset fleets, we recommend a separate Zoho Creator application linked to the Account rather than mass custom fields.

RAMM activity logs on tickets — call logs, email threads, and internal notes — migrate as Zoho CRM Tasks with Type set to 'Call', 'Email', or 'Note' respectively. Original timestamps and activity owners are preserved. Parent links connect each Task to the corresponding Zoho Case that resulted from the RAMM Ticket.

RAMM file attachments on tickets and contacts are downloaded and re-uploaded as Zoho CRM Files linked to the corresponding record (Case or Contact). File size limits per Zoho plan apply. Inline images in notes are extracted, re-hosted, and the note content is updated with the new URLs to preserve formatting.

RAMM custom fields migrate to Zoho CRM custom fields created on the corresponding module (Account, Contact, or Case). Field data type is preserved: RAMM text becomes Zoho Single-Line or Multi-Line Text, RAMM numbers become Zoho Number fields, RAMM dates become Zoho Date fields. Multi-select pick-lists require value-by-value mapping between RAMM values and Zoho pick-list values.

RAMM pick-list fields with predefined value sets map to Zoho CRM pick-list or multi-select fields. Each RAMM pick-list value is matched to a corresponding Zoho pick-list value by label. Unmatched values are flagged before migration — you decide whether to map them to a generic 'Other' value or create additional Zoho pick-list entries. Value ordering is preserved where RAMM exposes it.

RAMM ticket assignees and contact owners resolve by email address match against Zoho CRM users. Unmatched owners are flagged before migration begins — your team either invites them to Zoho CRM first or reassigns their records to a fallback owner. No record lands in Zoho without a valid owner link.

RAMM workflows, ticket assignment rules, and alert triggers do not migrate. They are rooted in RMM-specific logic (monitoring thresholds, SLA timers, ticket queues) that has no functional equivalent in Zoho CRM's automation model. We export workflow definitions as a JSON specification file your Zoho admin can use as a rebuild reference. Zoho Blueprint, Workflow Rules, and Deluge scripts are the destination automation stack.