Migrate from Real Estate CRM to Zoho CRM

Real Estate CRM stores all parties (buyers, sellers, tenants, vendors) in a single Contact object with status flags. Zoho separates Leads and Contacts into distinct modules. FlitStack routes records to Zoho Lead or Zoho Contact based on the source contact's primary role field — 'Buyer' and 'Seller' route to Contact (linked to an Account), while 'Prospect' and 'Inquiry' route to Zoho Lead. The split rule is configurable per your Zoho layout assignment.

Contacts identified as closed or active clients in Real Estate CRM map directly to Zoho Contacts. A Zoho AccountId (lookup to Accounts module) is required — FlitStack creates a placeholder Accounts record for contacts without a company association, or maps to the primary company on the source contact record. This prevents the 'Contact without Account' validation error Zoho throws on import.

Real Estate CRM Company records — brokerages, property management firms, developer offices — map to Zoho Accounts. Zoho Accounts support parent-child hierarchies via the Parent Account lookup. FlitStack preserves the source company hierarchy (parent firm → branch office) using Zoho's ParentId field. If the parent record has not yet been created in Zoho, FlitStack creates it first in a dependency-ordered import pass.

Real Estate CRM Deals map 1:1 to Zoho Deals. Zoho's Deals module uses a Stage pick-list scoped per Pipeline — each source pipeline in Real Estate CRM maps to a Zoho Pipeline, and stage names map value-by-value. Deal amount, close date, owner, and custom property fields migrate directly. Zoho Deal IDs are stored back on related Contact records via Zoho's link咳嗽 custom fields for traceability.

Each Real Estate CRM pipeline becomes a Zoho CRM Pipeline with its own Stage pick-list. FlitStack creates Zoho Pipelines via the CRM API before importing Deals. Stage labels from Real Estate CRM are mapped to Zoho Stage names using a value-mapping table — if a Zoho Stage does not exist, FlitStack creates it in the target Pipeline during schema setup. Probability values and forecast categories are reapplied per Zoho's stage configuration.

Real Estate CRM property records — units, plots, commercial spaces — have no direct Zoho standard module equivalent. FlitStack creates a Zoho custom module (API name: Properties_C) via the Zoho CRM Settings > Fields API before migration. The module includes fields for unit name, type, status, price, tower/floor, and phase. Properties link to Deals via a Zoho lookup field. Custom module creation is scoped and documented in the pre-migration schema plan.

Real Estate CRM tasks — showing reminders, follow-up calls, document collection — map to Zoho Tasks with Subject, Status, Priority, and Due Date preserved. Owner assignment uses email-match resolution against Zoho user list. Unmatched owners are flagged and assigned to a designated fallback Zoho user before the migration run commits. Task IDs from the source are stored in a custom field on the Zoho Task for delta-run de-duplication.

Real Estate CRM calendar events — site visits, property showings, negotiations — migrate to Zoho Events with original start time, end time, Duration, and location fields. Zoho Events support All-Day flag and attendee linking to Contact or Lead records. If the source event has no end time, FlitStack sets a default 1-hour duration in Zoho. Owner email matching and fallback assignment follow the same pattern as Tasks.

Real Estate CRM notes on contacts, companies, and deals migrate as Zoho Notes attached to the corresponding Zoho record. The note Body and created-by user are preserved. If the source note contains HTML formatting, FlitStack strips unsupported tags and migrates as plain text to prevent rendering issues in Zoho's note display. Parent record ID linkage is maintained via Zoho's record-specific attachment endpoint.

Files attached to Real Estate CRM records — PDFs of contracts, property images, inspection reports — are downloaded and re-uploaded to Zoho via the Zoho CRM Attachments API. Each file is attached to the corresponding Zoho record (Contact, Account, or Deal) using the API endpoint /crm/v8/{module}/{recordId}/attachments. Zoho's 25 MB per-file limit is enforced; files exceeding this are flagged in the pre-migration audit report for manual handling.

Real Estate CRM custom objects (deposits, rental applications, lease records) map to Zoho custom modules. Each custom object in the source requires a corresponding Zoho custom module to be created via the Zoho CRM module API before data import. Relationship fields between custom objects and Deals or Contacts use Zoho lookup fields — the lookup target must exist in Zoho before the child record is imported, enforcing a dependency ordering FlitStack sequences automatically.