Migrate from REIPro to Zoho CRM

REIPro Contact records map directly to Zoho Contacts — first name, last name, email, phone, job title, and address fields transfer 1:1. Owner assignment resolves by email match to Zoho Users. REIPro owner IDs not matching a Zoho user are flagged for manual assignment before migration runs.

REIPro has no Company/Account concept — Property records carry their own address and owner information. We map Property records to Zoho Accounts, using the property street address as the Account Name, city and state as address fields, and storing the original REIPro property type, ARV, rehab cost, and parcel number as custom fields on the Account. This makes the property visible in Zoho reports and accessible via the Account module's relationship graph.

REIPro Deals map to Zoho Deals with the deal name, amount, close date, and stage transferred directly. REIPro pipeline stages (Active, Under Contract, Closed Won, Closed Lost) map to Zoho Deal Stage pick-list values. A custom field on the Zoho Deal (Deal_Pipeline__c) preserves which REIPro pipeline the deal belonged to for reporting continuity.

REIPro's 10-step Workflow Tracker defines a sequential stage process per deal — scripts, documents, and reminders are tied to each step. Zoho Blueprint triggers on stage-field changes rather than sequential steps, so there is no direct automation equivalent. We export every REIPro workflow as a numbered step list with trigger conditions and action descriptions. This document serves as the Blueprint rebuild specification for your Zoho admin.

REIPro owner IDs are resolved against Zoho Users by matching the owner email address stored in REIPro. If a REIPro owner email does not correspond to an active Zoho user, FlitStack flags that owner before migration and assigns their records to a designated fallback Zoho user until your team provisions the correct access.

REIPro file attachments on properties and deals — property photos, contracts, inspection reports — are downloaded and re-uploaded to the corresponding Zoho Account or Deal record as Zoho Attachments. Inline images in REIPro notes are extracted, hosted locally during migration, and linked back into Zoho Notes or uploaded as files on the parent record.

REIPro notes on properties and deals — including rehab notes, offer rationale, and inspection comments — migrate to Zoho Notes attached to the corresponding Account or Deal. Original timestamps and note authors are preserved. Rich-text formatting is stripped to plain text where Zoho's Note object does not support full HTML.

REIPro skip trace data (owner mailing address, occupant status, phone numbers, linked properties) has no native Zoho equivalent. We map each skip trace data point to a named custom field on the Zoho Contact or Account — for example, SkipTrace_MailingAddress__c and SkipTrace_OccupancyStatus__c — so the enrichment data remains attached to the record without requiring a separate module or external tool.

REIPro custom fields unique to real estate investing — ARV, Rehab_Cost, Offer_Amount, MLS_Number, Parcel_Number, Property_Type, After_Repair_Value — are created as Zoho custom fields during the pre-migration schema build. Field data types are matched: currency fields for dollar amounts, pick-list for property type, text for MLS/Parcel numbers. The field API names follow Zoho's snake_case convention.

REIPro built-in reports (pipeline health, stage completion, task metrics) have no direct Zoho CRM equivalent. We export a complete list of REIPro report names and their column definitions as a rebuild reference. Zoho custom reports require Professional or higher; Zoho Analytics unlocks cross-module BI dashboards. Your Zoho admin uses the exported definitions to reconstruct each report in Zoho's reporting tools.