Migrate from Simple Sales Tracking to Zoho CRM

Simple Sales Tracking Leads map directly to Zoho CRM Leads. Lead source fields, status fields, and any custom Lead-level properties migrate to Zoho custom fields on the Lead module. The Zoho Lead module layout is configured before migration to include any non-standard Simple Sales Tracking Lead fields. Lead Owner resolves by email match against Zoho User records.

Simple Sales Tracking Opportunities map to Zoho CRM Deals. The Opportunity amount maps to Deal Amount, stage name maps to Stage, expected close date maps to Closing Date, and owner assignment maps to Deal Owner. Custom Sales Record fields attached to Opportunities migrate to Zoho custom fields on the Deal module. We capture the full Simple Sales Tracking pipeline stage sequence and map each named stage to the closest Zoho Stage equivalent.

Simple Sales Tracking Accounts store company-level data and map directly to Zoho Accounts. Account name, address, industry, and associated Contact links migrate. The Account is created before any Contact import so that the Account-Contact relationship is satisfied at the moment of Contact insert. We use Account Name as the dedupe key during import.

Simple Sales Tracking Contacts hold individual person records with name, email, phone, and address fields. We migrate Contact records with explicit Account linkage resolved at import time. The Contact-to-Account link is satisfied by matching the Simple Sales Tracking Account association against the migrated Account Name in Zoho. Any Contact without a matching Account is flagged in the reconciliation report for the customer admin to resolve before final sign-off.

Simple Sales Tracking allows custom fields on Sales Records, but the platform exposes no schema API endpoint to retrieve current field definitions. We extract field definitions from UI metadata and sample export files provided by the customer during discovery. Each custom field maps to a Zoho custom field of the closest matching type (text, numeric, date, picklist) on the relevant Zoho module. Custom field configuration happens in Zoho before any data import because Zoho requires fields to exist before import can reference them.

Simple Sales Tracking allows users to define custom stage names and reorder pipeline stages. We capture the full stage sequence and map each named stage to a Zoho Deal Stage. Probability percentages migrate from Simple Sales Tracking to Zoho Stage Probability values rounded to the nearest Zoho-allowed integer. If the customer has multiple pipelines in Simple Sales Tracking, each maps to a separate Zoho Sales Process or Record Type.

Simple Sales Tracking's Commission Tracking feature stores commission percentage or amount fields attached to Opportunities. We migrate these fields as Zoho custom fields on the Deal module. If Zoho includes a native commission field, we use it; otherwise the custom field carries the original Simple Sales Tracking commission data as a text or currency field per the customer's preference.

Appointments in Simple Sales Tracking include date, time, duration, title, and linked Contact. We migrate appointment records with their timestamps and linked Contact references as Zoho Event records. Event Owner resolves by email match against Zoho Users. Attendee mapping links EventRelation records to the resolved Contacts. Note that Zoho calendar sync must be enabled for Event records to appear in external calendars.

Tasks carry due date, assignee, and completion status. We migrate open and completed tasks from Simple Sales Tracking as Zoho Tasks. Task assignee resolves by email match against Zoho Users. Status, Priority, and Activity Date migrate directly. Simple Sales Tracking task histories do not include a full activity log of status changes, so we do not attempt to reconstruct that history in Zoho.

Notes are free-text records attached to Contacts or Opportunities in Simple Sales Tracking. We preserve note content and timestamp as Zoho Notes linked via ContentDocumentLink to the parent record (Account, Contact, or Deal). Note formatting and embedded file links do not carry over; any embedded files are re-attached as separate Zoho attachments. This is a known limitation disclosed during discovery.

Lead sources in Simple Sales Tracking are a configurable reference taxonomy. We migrate source labels and associate them with Leads in Zoho where the destination supports a Lead Source picklist. If the customer's Simple Sales Tracking source values do not match Zoho's standard picklist values, we create custom picklist values in Zoho during schema setup.

Simple Sales Tracking supports multi-level permissions for team members. We export user records and role assignments and map them to the closest applicable Zoho Roles and Profiles. Role naming conventions differ across CRMs, so we document the mapping in the migration workbook and the customer admin adjusts Zoho role assignments post-migration. Active Simple Sales Tracking users require corresponding active Zoho User accounts provisioned before migration.