Migrate from Real Intelligence to Zoho CRM

Real Intelligence contacts with email addresses and a company association map directly to Zoho CRM Contacts. Contacts without a company link or marked as prospects map to Zoho Leads. The migration tool checks the contact's lifecycle status in Real Intelligence and routes accordingly — converted customers land as Contacts with an Account_Name lookup; raw leads land as Leads in Zoho.

Real Intelligence companies map 1:1 to Zoho CRM Accounts. The company name maps to Account_Name, industry maps to Industry pick-list, employee count maps to Number_of_Employees, and annual revenue maps to Annual_Revenue. Parent-child company hierarchies in Real Intelligence map to Parent_Account lookup in Zoho — the parent account must migrate first to avoid orphaned lookups.

Real Intelligence deals map to Zoho CRM Deals with the deal name as Deal_Name, amount as Amount, and close date as Closing_Date. The deal stage from Real Intelligence maps to Stage_Name via value-by-value pick-list mapping — Zoho Deal stages carry probability and forecast category data that must be applied per stage after migration.

Real Intelligence pipeline configurations are not a discrete API object — pipeline context is stored on each deal. Zoho CRM represents pipelines as Stage_Name pick-list values grouped by deal layout; if Real Intelligence uses multiple named pipelines, each pipeline's stage set must be mapped to a Zoho stage group or Blueprint stage definition.

Real Intelligence call and email activity records map to Zoho CRM Tasks with Subject, Description, and Status fields. The original timestamp from Real Intelligence becomes Created_Time in Zoho; owner_id resolves via email match to Zoho users. Task Type defaults to 'Call' for call activities and 'Email' for email activities.

Real Intelligence meeting records map to Zoho CRM Events with Subject, Start_DateTime, End_DateTime, and Description. Attendee information from Real Intelligence meetings maps to Zoho's Participants field if the Zoho edition supports it; otherwise, attendees are recorded in the Event Description. Owner resolution follows the same email-match logic as Tasks.

Real Intelligence notes map to Zoho CRM Notes attached to the parent record via Related_To lookup. Attachments are downloaded from Real Intelligence's file storage and re-uploaded to Zoho CRM as Attachments on the corresponding record. File size limits apply per Zoho edition — attachments exceeding 25MB per file are flagged for chunking.

Real Intelligence custom objects migrate to Zoho CRM Custom Modules. Each custom module requires creation in Zoho's Setup > Customization before data loads — FlitStack generates a module creation plan from Real Intelligence's custom object schema. Custom object fields without Zoho standard equivalents become custom fields created during the migration run.

Real Intelligence custom fields on Contacts, Companies, or Deals map to custom fields in Zoho CRM. Field data type drives Zoho field type: text fields become Text, numeric fields become Number or BigInt, date fields become Date. Pick-list custom fields require value-mapping setup in Zoho before the migration run.

Real Intelligence owner_id on records resolves to Zoho CRM users by email address. Unmatched owner IDs are flagged before migration — the team either creates Zoho user accounts for them or assigns their records to a default owner. No record lands in Zoho without a valid Owner lookup.

Zoho CRM records Created_Time at the moment each record is inserted via the API; to preserve the original Real Intelligence creation timestamp, FlitStack maps it into a custom datetime field named Original_Created_Date__c (or a similar __c field). The last-modified timestamp from Real Intelligence is likewise stored as a custom field such as Original_Modified_Date__c, enabling reporting continuity across the transition.

The original Real Intelligence record ID is stored as a custom field on each migrated Zoho record for traceability, deduplication on delta runs, and cross-reference during reconciliation. This field is indexed in Zoho for fast lookups during the delta-pickup phase.