Migrate from REDA to Zoho CRM

REDA contacts map directly to Zoho CRM Contacts. Zoho requires an Account_Name (lookup to Account) for most contact records — REDA contacts without a primary company association are attached to a default placeholder Account or mapped by a custom field flag for manual post-migration resolution.

REDA accounts (companies) map to Zoho CRM Accounts. REDA parent-company hierarchies map to Zoho's Parent Account lookup. Multi-company contacts in REDA that use N:N associations collapse to a single primary Account_Name with secondary associations stored in a custom field for reference.

REDA deals and opportunities map to Zoho CRM Deals. Each REDA stage (Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost) maps to a corresponding Zoho deal stage via a pick-list value table. Probability percentages and forecast categories are re-assigned to align with Zoho's stage configuration. Amount, Close Date, and standard fields transfer directly; any custom deal fields require pre-created Zoho custom fields and value mapping.

REDA's Property__c custom object requires creation of a Property custom module in Zoho CRM. Property_Name, Property_Type__c, Property_Address__c, and Unit_Count__c map to Zoho custom fields within the Property module. Each property record may have related Unit records that require a separate Units module with a lookup to Property.

REDA Unit__c records map to a Zoho custom Units module linked to the Property module via a lookup relationship. Unit_Number__c, Floor__c, Square_Footage__c, and Rental_Rate__c translate to Zoho custom fields. Rent_Roll__c data (if present in REDA) maps to a custom Rent_Roll field or subform in Zoho.

Lease records from REDA map to a Zoho custom Lease module linked to both the Property and Contact modules. Lease_Start__c, Lease_End__c, Monthly_Rent__c, and Security_Deposit__c translate as custom date and currency fields in Zoho. Lease status (Active, Expired, Draft) maps via value mapping to Zoho's pick-list.

REDA calls and tasks map to Zoho Tasks with Subject and Status fields. REDA meetings and events map to Zoho Events with Start_DateTime and End_DateTime preserved. Owner assignments resolve via email match to Zoho users. Task Type field maps value-by-value.

REDA Notes and ContentNotes (rich-text notes in Salesforce Lightning) migrate to Zoho CRM Notes attached to the corresponding Contact, Account, or Deal record. Original note body and title are preserved. Inline images in rich-text notes are extracted and re-hosted as file attachments in Zoho.

REDA file attachments and Salesforce Files migrate to Zoho CRM Attachments. Files are downloaded from REDA's Salesforce storage and re-uploaded to Zoho CRM. File size limits in Zoho (up to 50 MB per file in most plans) apply — large files over this threshold are flagged before migration.

Any REDA custom object beyond Property, Unit, and Lease maps 1:1 to a Zoho custom module. Each custom module requires manual creation in Zoho CRM before migration — FlitStack delivers a custom module setup plan based on the REDA custom object inventory. Custom object relationships using junction tables in REDA require Zoho lookup fields or related-list configurations.

REDA owner assignments stored as Salesforce User IDs map to Zoho users by email address resolution. Users must exist in Zoho CRM before migration — FlitStack flags unmatched OwnerIds and generates an invitation plan. Records without a matched owner assign to a designated fallback user to prevent orphaned records in Zoho.

REDA may use Salesforce Record Types to segment deal types (commercial vs. residential) or contact categories. Zoho CRM does not have record types — all segment-specific pick-list values are handled within standard pick-list fields. FlitStack maps Record Type-specific fields to custom pick-list fields or adds a Type field to Deals to preserve the segmentation logic.

REDA campaigns migrate to Zoho CRM Campaigns when present. Campaign Name, Status (Planned, Active, Completed), Type (Webinar, Email, Trade Show), and Start/End Date fields map directly to Zoho fields. Campaign Member records (contacts linked to the campaign) migrate as Zoho Campaign Members; member status (Sent, Responded, Opted Out) is translated via a value mapping table and linked to the Zoho Contact by email.