Migrate from Rezora to Zoho CRM

Rezora Contact maps directly to Zoho CRM Contact. The primary challenge is that Zoho requires AccountId on Contacts — contacts without a primary company in Rezora are attached to a default 'Unassigned Account' record or held as Zoho Leads if lifecycle status indicates a prospect.

Rezora contacts with lifecycle_status set to 'Prospect' or 'New Lead' route to Zoho CRM Lead rather than Contact. This split preserves lead-scoring data in Zoho's Lead Source and Rating fields. Contacts already marked 'Client' or 'Past Client' in Rezora route directly to Zoho Contact.

Rezora Agent records map to Zoho CRM Users. Agent email addresses are used for user resolution — the agent must have a Zoho user account created before migration for OwnerId assignment. Unmatched agents are flagged before migration; the team either creates Zoho users or assigns their records to a fallback Zoho user.

Rezora Company maps to Zoho CRM Account. Account Name, Industry, Website, Phone, and Annual Revenue fields map directly. Multi-company associations on a single Rezora contact are preserved using Zoho's Related Lists — the primary company becomes AccountId; additional companies attach as related records.

Rezora Property listings map to Zoho CRM Deals. The property address becomes the Deal Name; property type, price, and status migrate as custom fields (Property_Type__c, Listing_Price__c, Listing_Status__c). Rezora's property-contact associations become Zoho Deal Contact Roles — each contact linked to a property listing becomes a Contact Role on the corresponding Deal.

Rezora marketing campaigns with membership lists map to Zoho CRM Campaigns. Campaign Name, Type, Status, and Start Date migrate directly. Campaign members (contacts enrolled in the campaign) map to Zoho Campaign Members — but email template content and drip sequence logic do not transfer.

Rezora's email engagement events (opens, clicks, unsubscribes) migrate as Zoho CRM Tasks with Type='Email' and a custom engagement_type pick-list capturing the specific event (Opened, Clicked, Unsubscribed). Original timestamps are preserved in Activity datetime fields. This ensures your Zoho activity timeline reflects the complete engagement history from Rezora, maintaining continuity for reporting on campaign performance and contact nurturing effectiveness.

Rezora drip sequence status (active step, completed, paused) has no native Zoho CRM equivalent. We migrate the current step, sequence name, and overall status as custom fields on the Contact record: Drip_Sequence_Name__c (text), Drip_Current_Step__c (number), and Drip_Status__c (pick-list). These fields preserve the contact's position in each sequence for admin reference, while the actual sequence logic and time-delayed triggers must be rebuilt in Zoho Blueprint or Zoho Campaigns as appropriate.

Rezora contact tags map directly to Zoho CRM Tags, which are supported natively on Leads, Contacts, Accounts, and Deals across the platform. Tags are imported as a comma-separated list per record and registered as Zoho tags using the native tagging interface. Rezora's original tag taxonomy and naming conventions are preserved exactly without any transformation or renaming during the import process.

Rezora email templates are exported as an HTML reference archive by FlitStack. Zoho CRM includes a separate email template feature, but Rezora templates cannot be imported directly because Zoho uses its own proprietary template markup, variable syntax, and image hosting conventions. The exported HTML archive preserves all content, styling, and variable placeholders as a detailed rebuild guide for your Zoho administrator to recreate each template step by step in the Zoho template editor.

Rezora file attachments associated with contacts and companies are downloaded and re-uploaded to Zoho CRM Attachments on the corresponding migrated records. Standard file size limits apply — Zoho permits attachments up to 25 MB per file. Any inline images embedded within Rezora notes are extracted, downloaded separately, and re-hosted as Zoho-hosted attachments to ensure they render correctly within Zoho's document viewer.

Rezora notes and comments attached to contacts, companies, and properties migrate to Zoho CRM Notes linked to the appropriate parent record (Contact, Account, or Deal). Original create dates and author attribution are preserved in Zoho's Note metadata, maintaining full audit trail continuity. The parent record association is established using Zoho's standard linking mechanism to ensure notes remain accessible from the relevant record detail view.