Migrate from Results to Zoho CRM

Results Contacts map to Zoho Contacts. We verify field names and data types during scoping since Results schema is not publicly documented; common fields (name, email, phone, address) map directly. Any custom properties on Contact in Results migrate as Zoho custom fields scoped to the Contact module. Lookup to Account (Company) is resolved by matching the Results Company name to the Zoho Account name during import.

Results Companies map to Zoho Accounts. The Account name becomes the primary lookup key. Company address, website, industry, and employee count map to the corresponding Zoho Account fields. We create Accounts before Contacts so that the Account-Contact lookup is satisfied at the moment of Contact insert.

Results Deals map to Zoho Deals. The deal name, amount, closing date, and stage migrate directly. Results pipeline assignments map to Zoho Stages within the Deals module. We configure Zoho Stages before migration to match the Results pipeline stage values exactly, avoiding stage-mismatch errors during import.

Results pipeline structures map to Zoho Stage configurations within the Deals module. Each Results pipeline stage becomes a Zoho Stage Name with an associated probability percentage. If Results supports multiple pipelines, we create separate Zoho Sales Processes or tag values to distinguish pipeline assignment in Zoho.

Results engagement records map to Zoho Tasks (calls, emails, tasks) and Events (meetings). We use Zoho's REST API with batch chunking and rate-limit handling to preserve activity history against the correct Contact or Account record. Meeting events include Start DateTime, End DateTime, and Location preserved from Results.

Results notes migrate to Zoho Notes attached to the parent record (Contact, Account, Deal, or Lead). Note body content migrates as plain text; any rich text formatting is preserved where Zoho's field type supports it. Notes without a resolvable parent record go to a reconciliation queue for admin assignment.

Results Products map to Zoho Products with Product Code, Description, Unit Price, and Quantity. We create the Product records before any associated Deals or Quotes so that the product lookup is satisfied during import. Standard Price Book entries are created alongside Product records if Zoho pricing requires a price book reference.

Results Quotes map to Zoho Quotes (Professional+ tier) or Sales Orders. Line items from the Quote migrate to individual Zoho Line Items linked to the parent Quote or Sales Order. We resolve the Contact, Account, and Product references before inserting Quote records.

Results Owners map to Zoho Users by email address match. Any Results Owner without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Inactive Owners can be mapped to inactive Zoho Users to preserve the assignment history.

Results custom fields on any standard object (Contact, Company, Deal) map to Zoho custom fields of equivalent type. We verify field type compatibility during scoping: Zoho supports Text, Number, Date, Picklist, Multi-Select Picklist, Lookup, Formula, and Currency field types. Custom fields are not available in the Zoho Free edition; we confirm the destination Zoho edition before committing to custom field migration.

Results attachments (files linked to Contact, Company, or Deal records) migrate to Zoho Attachments. We export the file content and original filename, then upload to Zoho via the REST API with parent record lookup resolution. File size limits in Zoho vary by edition; we flag any attachments exceeding the destination edition's limit for manual handoff.

Results custom objects (if present and documented during scoping) map to Zoho Custom Modules. We pre-create the destination Zoho custom module schema, including all custom fields, lookup relationships to standard objects, and validation rules, before any data import. Lookup fields in Zoho are limited to 5 per module at the Enterprise tier and below; we flag if this constraint affects the migration plan.