Migrate from Reach to Zoho CRM

Reach Contact records map to Zoho CRM based on qualification status. We determine the split during scoping: contacts with a company name or email domain associated with a business entity become Zoho Contacts linked to an Account; contacts without a clear organizational affiliation become Zoho Leads. We preserve the full Reach Contact column set as custom fields on both Lead and Contact so no property data is lost during the split.

Reach does not expose a distinct Company or Account object; company information is stored as properties on Contact records. We extract these properties during export, create Zoho Accounts for each distinct company identified, and link the corresponding Contact records to the Account via the Contact's Account Name lookup. This de-normalization is validated against the customer's scoping data to ensure company splits are correct.

Reach's custom property model is not documented, so we discover custom fields at export time by comparing the full CSV column set against a baseline Reach contact export. Any column not matching a known standard field is treated as custom and mapped to a Zoho custom field of the appropriate type (text, picklist, date, number, checkbox) on the corresponding module. Custom field creation in Zoho happens before record import so that the import wizard can map to them directly.

Reach labels or tagging functionality implied by content management workflows migrate as Zoho Tags. We extract any tag-equivalent column from Reach exports and apply them as Tags on the corresponding Zoho record (Lead, Contact, or Account). Zoho's tagging model supports multiple tags per record without a picklist constraint.

Reach stores media assets and playlists tied to contacts or accounts, but no structured export for these assets was found in available documentation. We extract any text-based content or playlist metadata as Zoho Notes records attached to the nearest Contact or Account. Binary media files (images, videos) are flagged in the migration inventory for manual handoff because no programmatic extraction path exists without a Reach API.

Reach Enterprise accounts document a seat-license model with reassignable admin accounts. We extract User records (name, email, role status) from Reach and match them by email to Zoho User accounts. Any Reach User without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record migration continues.

The Reach export documentation makes no mention of activity history, call logs, meeting records, or engagement timestamps. If a full column export confirms the presence of activity data, we map them to Zoho Tasks (for calls and tasks) or Events (for meetings). If the export confirms no activity columns, we document this absence in the migration inventory and do not attempt to create records that do not exist.

Zoho provides a native Data Migration Wizard that accepts CSV files and maps them to Zoho modules. We use this wizard for standard module imports (Leads, Contacts, Accounts, Opportunities) and supplement with the Bulk Write API for larger record sets or custom module imports that require more than the wizard's per-file structure. The wizard's field-mapping UI allows us to confirm mapping accuracy before committing the import.

Reach has no documented integration endpoints, webhook schema, or third-party connector specifications. We treat integrations as out of scope. Any third-party tools the customer used alongside Reach (email providers, calendar systems, document tools) must be reconnected manually post-migration or configured through Zoho Flow, which we document as a post-migration step in the migration inventory.

Reach exports include created and modified timestamp columns. We map these to Zoho's Created Time and Last Modified Time fields to preserve record history ordering. Where Reach timestamps are absent or unreliable, we set Zoho Created Time to the migration date and note the gap in the reconciliation report.