Migrate from Sellsy to Zoho CRM

Sellsy exports all Contacts in a single bundle with a type discriminator field that identifies Individual versus Corporation. We split by type during pre-flight: Individual records map to Zoho CRM Contact with the name split into First Name and Last Name fields, email mapped to Email, phone mapped to Phone, and the original Sellsy Contact ID preserved in a custom field sellsy_contact_id__c for cross-system reference. Address fields map to Zoho's Mailing Street, Mailing City, Mailing State, and Mailing Country composite or split fields per the customer's address format preference.

Sellsy Corporation records map to Zoho CRM Account. Corporation name becomes Account Name, SIRENE registry number (if present) maps to a custom field sellsy_siren__c, website maps to Website, and phone maps to Phone. The Sellsy Corporation ID is preserved in sellsy_corporation_id__c. Account is created before any Contact import so that the Contact-Account lookup (Account Name lookup or Account ID) is satisfied at the moment of Contact insert.

Sellsy Contacts of type=corporation represent people associated with a company who are not the primary account contact. We map these to Zoho CRM Contact records linked to the Account created from the corresponding Corporation. The Contact-Account relationship uses the Account Name lookup or a custom Account ID field. The original Sellsy Corporation reference is preserved in a custom field so that the linkage remains auditable.

Sellsy Opportunities map to Zoho CRM Deals. Opportunity name becomes Deal Name, amount maps to Amount, closing date maps to Closing Date, owner_id resolves to Zoho User via email match, and pipeline stages map to Zoho Stage picklist values. We configure Zoho Stages before migration to match the Sellsy pipeline stage names and probabilities so that the stage distribution is preserved. The original Sellsy opportunity ID goes in sellsy_opportunity_id__c.

Sellsy deal pipelines and their stage definitions (names, probabilities, order) map to Zoho CRM Deal Stage picklist values. We create the stage sequence in Zoho before Deal import so that all Deals land in the correct stage on first insert. If Sellsy has multiple pipelines, we use Zoho's Stage custom field or a Deal custom field to preserve the pipeline context.

Sellsy Invoices map to Zoho CRM Invoice. Line items (product name, quantity, unit price, discount, tax) map to Invoice Items. Invoice status (draft, sent, paid, overdue) maps to Zoho Invoice Status. The linked Contact and Corporation from Sellsy resolve to the Zoho Contact and Account created earlier in the migration. SmartTags on invoices become Zoho Tags. We preserve the original Sellsy invoice number in sellsy_invoice_id__c and the invoice date as the Invoice Date in Zoho.

Sellsy Orders map to Zoho CRM Sales Order. Product-line items migrate to Sales Order Items with quantity, unit price, and discount preserved. The linked Contact and Corporation resolve to the migrated Zoho Contact and Account. SmartTags become Zoho Tags. Order status maps to Zoho Status picklist values. We preserve the original Sellsy order number in sellsy_order_id__c.

Sellsy Credit Notes (API v2.86.0+) map to Zoho CRM Invoice records with a Credit Note flag or a custom field sellsy_credit_note__c set to true. The linked invoice reference maps to the Related To (WhatId) field on the Zoho Invoice. Credit note amount, reason, and date migrate to corresponding Zoho Invoice fields. SmartTags become Zoho Tags.

Sellsy Staff records represent users and carry role information. We map Staff to Zoho CRM User by email match. Any Sellsy Staff without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Role and privilege information does not migrate because Zoho's Roles and Profiles system is structurally different from Sellsy's privilege model; we deliver a written map of each Staff member's Sellsy role for the admin to assign equivalent Zoho permissions.

Sellsy Tasks map to Zoho CRM Task. Subject, description, due date, status, and priority migrate directly. Assignee from Sellsy task.owner_id resolves to Zoho User ID via the Staff-User lookup. The linked Contact or Opportunity from Sellsy resolves to Zoho Contact ID or Deal ID. We preserve the original Sellsy task ID in sellsy_task_id__c.

Sellsy Activities mapped to appointments and meetings migrate to Zoho CRM Event records with Subject, Start DateTime, End DateTime, and Location. Attendee information maps to Event Participants. Call logs migrate to Zoho Tasks with Task Type set to Call and Call Duration in a custom field. The linked Contact and Opportunity from Sellsy resolve to Zoho Contact ID and Deal ID. Activity timestamps are preserved as Event Start DateTime and End DateTime.

Sellsy Product catalog entries map to Zoho CRM Product. Product name, code (hs_sku equivalent), unit price, and product description migrate. If Sellsy has pricing tiers or matrix pricing, we map these to Zoho Price Books and Price Book Entries. The original Sellsy product ID is preserved in sellsy_product_id__c.

SmartTags are Sellsy's transaction-level tagging system and have no direct Zoho CRM equivalent as a relational object. We remap SmartTags as Zoho native Tags on the respective Invoice, Sales Order, and Credit Note records. If Zoho Tags are insufficient for the customer's taxonomy, we create a custom field sellsy_smart_tag__c (single or multi-select picklist) on the relevant modules to preserve the full SmartTag vocabulary.

Sellsy custom fields on Invoices, Contacts, and Corporations (accessed via GET+PUT /custom-fields endpoints) map to Zoho CRM custom fields of equivalent type. We inspect the custom field schema at scoping, create matching Zoho custom fields (with appropriate field types: text, number, date, picklist, multi-select, checkbox) before migration, and map values during the import phase. Field-level validation rules in Zoho are coordinated with the customer's admin to avoid import blocking.