Migrate from Sharp CRM to Zoho CRM

Sharp CRM Contacts migrate to Zoho CRM Contacts for established customer relationships. Unqualified prospect records from Sharp CRM migrate to Zoho Leads. We ask the customer during scoping to classify their existing Contact records or define the criteria (e.g., has a deal value, is associated with a Company) for splitting into Contact versus Lead. Email, phone, address, and custom fields map by name and data type. The Contact-to-Company relationship resolves when we import Accounts first.

Sharp CRM Company records map directly to Zoho CRM Accounts. Company name becomes Account Name, domain becomes Website, and industry data maps to the Industry picklist. We import Accounts before Contacts so that the Account-Contact lookup resolves at insert time. Multi-contact accounts maintain the parent Account linkage in Zoho.

Sharp CRM Deals map to Zoho CRM Deals with pipeline stage, amount, close date, and probability preserved. The deal name, description, and any custom fields migrate directly. Pipeline stage mapping requires the customer's explicit stage list from Sharp CRM, which we convert into Zoho CRM Deal Stages during schema setup before import begins.

Sharp CRM pipeline stages are per-customer configuration and do not export in a standard schema. During scoping we ask for the customer's current stage names and order, then configure matching stages in Zoho CRM under Settings > Pipelines > Deal Stages. Probability percentages map to stage weights in Zoho. Stage mapping must be finalized before Deal import to avoid mis-routed records.

Sharp CRM Tasks (title, due date, status, assignee) map to Zoho CRM Tasks. Assignee resolution uses email matching against Zoho User records. We extract the task title, status (Open/Completed), priority, due date, and any associated contact or deal lookup. Tasks without a matching assignee are flagged for the customer's admin to resolve before import resumes.

Sharp CRM call activities migrate to Zoho CRM Activity records with Type set to Calls. Call duration, disposition, and timestamp map to Zoho custom fields. The activity links to the parent Contact or Account by record ID. Call content migrates as plain text; any call recordings stored in Sharp CRM are flagged for manual download since file linkage across platforms is not supported by standard import tools.

Sharp CRM email activities migrate to Zoho CRM Activity records with Type set to Emails. Subject, body (as plain text), timestamp, and direction (sent/received) map to Zoho fields. The activity links to the parent Contact or Account. Email attachments are exported to a file store and linked by record ID in Zoho.

Sharp CRM note activities migrate to Zoho CRM Notes attached to the parent record (Contact, Account, or Deal). Note content migrates as plain text. If Sharp CRM stores notes as rich text with embedded images, we strip formatting and link image attachments separately. Notes without a clear parent record are held for customer resolution.

Sharp CRM custom fields are enumerated during scoping and mapped to Zoho CRM custom fields by data type (text, number, date, picklist, checkbox, currency). Zoho CRM supports custom fields from Standard tier onward. Any Sharp CRM custom fields without a clear Zoho equivalent are flagged for the customer to configure in Zoho before import or to accept as an unmapped field. Industry-specific fields (real estate, healthcare, financial services) require pre-configuration in Zoho.

Sharp CRM users (name, email, role) migrate as Zoho CRM Users. We resolve by email match. Any Sharp CRM Owner without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision. Active/inactive status is preserved. Zoho user seat count is re-evaluated post-migration based on actual active users migrated.

Sharp CRM tags on Contacts and Deals export as tag arrays. Zoho CRM uses Tags as a standard linking object across modules. We map tag names directly. If Sharp CRM uses tags for segmentation or scoring, we flag them for the customer to rebuild as Zoho Workflow rules or custom fields post-migration.

File attachments associated with Sharp CRM Contacts, Companies, or Deals are exported to a local file store and linked to the corresponding Zoho CRM record by ID. We preserve the original filename and attach via Zoho's attachment API. Large attachments (over 25 MB per file) are flagged for chunked upload or alternative delivery.