Migrate from ResMan to Zoho CRM

ResMan Property maps directly to Zoho Account. Property name, address, type, number of units, and ownership information translate to Account fields. We create each property as an Account record and populate property-specific data in custom fields on the Account. The original ResMan property ID is stored in a custom field for traceability and to support delta-run verification on future migrations.

ResMan Units have no native Zoho CRM equivalent. We create a custom Units module with a lookup to the parent Account (Property). Fields include Unit Number, Unit Type, Square Footage, Bedrooms, Bathrooms, Market Rent, and Occupancy Status. Each Unit record links to its Property Account.

ResMan tenant and resident records map to Zoho Contacts. Names, email addresses, phone numbers, mailing addresses, and employment details carry over as standard Contact fields. A custom field stores the tenant's ResMan Resident ID for traceability and to support de-duplication logic on delta migration runs that identify and merge duplicate resident records.

ResMan guarantors are stored as separate contact records in the source system. They map to Zoho Contacts with a custom Guarantor flag field set to true. A lookup field on each guarantor record links back to the primary tenant Contact who they guarantee, preserving the guarantor-tenant relationship in the Zoho CRM data model.

ResMan lease records become Zoho Deals representing the commercial agreement. Lease financial fields (monthly rent, security deposit, concessions) map to Deal Amount and custom fields. A companion Lease Terms custom module stores lease start and end dates, term length, renewal type, and move-in/move-out dates. The Deal links to the tenant Contact and the property Account.

ResMan work orders and maintenance tickets map to a custom Maintenance module. Fields include ticket number, description, category, priority, status, assigned vendor, scheduled date, completion date, and cost. Lookups connect each ticket to the Unit record and the tenant Contact so the full resident context is visible on every ticket.

ResMan file attachments including lease copies, ID scans, proof-of-income documents, and inspection reports are downloaded and re-uploaded as Zoho Files attached to the relevant Contact, Account, Deal, or custom module record. The original file type and filename are preserved as metadata on each Zoho file attachment for reference and verification purposes.

ResMan payment history and rent roll records have no native Zoho CRM equivalent. We export the full payment ledger as a structured CSV and JSON file that loads into Zoho Analytics for financial reporting. The payment data is not lost — it is preserved for Zoho-side reporting rather than as CRM records.

ResMan owner and property manager records resolve to Zoho Users by email match. Unmatched owners are flagged before migration so the team can either invite them to Zoho or assign records to a fallback user. Owner names populate the Deal Owner and Account Owner fields.

ResMan allows residents to be linked to multiple units (roommates, multi-unit tenants). Zoho Contacts support only one primary Account. We create a custom Tenant_Unit_Association junction module to preserve all N:N associations. The most recently active unit is set as the primary Account lookup on the Contact record.