Migrate from Ready_ to Zoho CRM

Ready_ Contacts map directly to Zoho CRM Contacts. Standard fields (First Name, Last Name, Email, Phone, Address) map 1:1. Custom properties on Ready_ Contacts migrate as custom fields in Zoho, which we pre-create in the destination CRM before import. We use Zoho's Migration ID framework: each Contact record receives a unique Migration_ID in the format 00C1, 00C2, etc., which is preserved in the CSV and used for cross-module associations. If the source Contact has an associated Company in Ready_, we create the Account in Zoho first, then link via the Account Lookup field using the Account's Migration_ID.

Ready_ Company records map to Zoho CRM Accounts. Company name becomes Account Name, domain becomes Website, and industry and size fields map to the corresponding Zoho standard fields. Accounts are imported before Contacts so that the Account Name lookup resolves at Contact insert time. The Account Migration_ID (format 00A1, 00A2) is stored in the Contact import file and used to populate the Account Lookup field on the Contact record.

Ready_ Deals map to Zoho CRM Deals. Each Deal in Ready_ is tied to a Pipeline and a Stage, and both the pipeline configuration and stage names must be mapped explicitly because Ready_ allows fully custom pipeline and stage naming. We collect the full pipeline and stage structure during scoping, then configure Zoho Pipelines and Stages to match before importing any Deal records. Deal value, expected close date, owner (resolved via email), and stage status map to the corresponding Zoho Deal fields. Closed-Lost and Closed-Won states migrate as Zoho Stage values with corresponding probability percentages.

Ready_ call activities map to Zoho CRM Tasks with Subtype set to Call. We extract the call timestamp, duration, disposition notes, and owner (resolved via email) and map them to the corresponding Zoho Task fields. The Task is linked to the parent Contact or Deal using the Zoho Migration_ID resolution approach: we resolve the Contact Migration_ID and Deal Migration_ID from the source record IDs at migration time so that the WhatId (Deal) and WhoId (Contact) references are satisfied in Zoho.

Ready_ email activities map to Zoho CRM Tasks representing the email touchpoint. The email subject, body content, direction (sent/received), and timestamp migrate to the Task record. For email threads with multiple messages, we create separate Task records linked to the same Contact or Deal. If the Zoho destination includes Zoho Mail integration, we note the email thread association for the customer's admin to link post-migration.

Ready_ task activities (standalone to-do items) map directly to Zoho CRM Tasks. Status (Open/Completed), Priority, Due Date, and Description migrate. Owner resolution is performed by matching the Ready_ team member email to a Zoho User record, or by holding unresolved owners in a reconciliation queue for the customer's admin to provision before the import resumes.

Ready_ Notes attached to Contacts or Deals map to Zoho CRM Notes. We link the Note to the parent record using Migration_ID resolution. Note body content migrates as-is; rich text formatting is preserved where possible. Zoho treats Notes as a standard module, so we import them after Contacts, Companies, and Deals are in place so that the parent record lookups are satisfied.

Ready_ pipeline stages are defined per Pipeline with custom names and sequence order. During scoping, we collect the full pipeline configuration and build an explicit mapping table to Zoho Pipelines and Stages. If the source has multiple pipelines, we configure matching Pipeline records in Zoho CRM (one per source pipeline) with Stages mapped by name and order. This step is required before Deal import; without it, Deals can land in the wrong pipeline or be orphaned.

Ready_ custom fields (text, number, date, picklist) on Contacts, Companies, and Deals migrate to Zoho CRM custom fields of equivalent type. We extract the field definition (name, type, required flag, picklist values) during scoping and pre-create the matching custom fields in Zoho before importing any data. Lookup fields in Ready_ map to Zoho Lookup fields only if the Zoho destination is on Professional tier ($23/user/mo) or above; Standard tier ($14/user/mo) does not support Lookup or Formula field types. Custom fields are not available in Zoho CRM's Free edition, so we flag this constraint if the customer is evaluating tiers.

Ready_ Team Members represent users and are referenced by internal ID on Deals and Activities. These IDs have no meaning in Zoho CRM. We resolve Team Member IDs to email addresses during extraction, then match those emails against the Zoho destination User table. If a matching User exists, we use the Zoho User ID as the OwnerId. If no match exists, we hold the record in a reconciliation queue and flag it for the customer's admin to provision the Zoho User before import resumes. We also prepare a Users.csv for the Zoho Data Migration Wizard if the customer prefers to use Zoho's own migration tool.