Migrate from Simply CRM to Zoho CRM

Simply CRM contacts map to Zoho Contacts if they represent active customers or opportunities. Contacts flagged as prospects with no associated deal map to Zoho Leads instead. The split decision uses Simply CRM's contact type field or deal association count as the routing rule — contacts with zero linked deals become Leads, everything else becomes Contacts.

When Simply CRM contacts represent active business relationships, they map directly to Zoho Contacts. The contact's primary organization link in Simply CRM (stored as an organization ID) becomes the AccountId lookup in Zoho. Primary email address, phone, job title, and address fields map field-for-field to Zoho Contact standard fields.

Simply CRM organizations map directly to Zoho Accounts using the organization's name as Account Name. Website, industry, phone, and address fields transfer to the corresponding Zoho Account fields. Parent-child organization hierarchies in Simply CRM map to Zoho's Parent Account lookup — the parent organization must be migrated before child records to satisfy the foreign key constraint.

Simply CRM deals map to Zoho Deals with the deal name as Deal Name, amount as Amount, and expected close date as Closing Date. The Pipeline and Stage combination in Zoho requires mapping — each Simply CRM pipeline becomes a Zoho Pipeline, and Simply CRM stage names map to Zoho Stage values via value_mapping. Deal owner resolution uses email matching against Zoho Users.

Simply CRM tasks map to Zoho Tasks — subject, due date, status, priority, and description fields transfer directly. Tasks linked to a specific contact or deal in Simply CRM preserve the Zoho CRM lookup by resolving the target record ID during migration. Completed status maps to 'Completed'; open status maps to 'Not Started' or 'In Progress' per your configuration.

Simply CRM call logs map to Zoho Calls — call subject, duration, call type (inbound/outbound), and outcome transfer as Zoho Call fields. Call ownership resolves by email match to Zoho Users. Call timestamps (start time, end time) map to Zoho's Call Start Time and Call End Time fields. Call recordings stored as attachments in Simply CRM re-upload to Zoho as related files.

Simply CRM calendar events map to Zoho Events — event title, start time, end time, location, and description transfer directly. All-day event flag maps to Zoho's All-Day Event boolean. Event attendees stored in Simply CRM become Zoho Event attendees linked by email resolution to Zoho Contacts or Leads.

Simply CRM notes map to Zoho Notes — note title, body content, and parent record link transfer directly. Rich text formatting in Simply CRM notes converts to Zoho's HTML-enabled note format where supported. Notes attached to contacts, organizations, or deals preserve their parent record relationship by looking up the migrated record ID.

Simply CRM file attachments on contacts, organizations, and deals re-upload to Zoho CRM as module attachments. Files attached to records are associated by module name and migrated record ID. File size limit handling: Simply CRM's 10MB per-file limit may produce files exceeding Zoho's default 50MB attachment limit — we flag any files approaching this threshold for manual review.

Simply CRM custom fields on any module require pre-creation of matching custom fields in Zoho CRM before data migration. Field data types map as follows: text fields to Single-Line Text or Multi-Line Text, number fields to BigINT or Decimal depending on precision, date fields to Date picker, and pick-list fields to Zoho Picklist with values re-created. Multi-select fields in Simply CRM map to Zoho Multi-Select pick-lists.

Simply CRM users (owner assignments on contacts, deals, tasks) resolve to Zoho Users by email address matching. Users present in Simply CRM but absent from Zoho are flagged in the migration plan — your Zoho admin creates the user accounts before migration or assigns records to a fallback owner. Role and profile assignments do not migrate and must be reconfigured in Zoho manually.

Simply CRM pipelines map to Zoho CRM Pipelines. Each Simply CRM pipeline name becomes a Zoho Pipeline name. The pipeline-to-pipeline mapping is 1:1 for most setups. Zoho Pipelines then associate with specific Layouts — your migration plan documents which Zoho Layout each pipeline should use based on the record types or business units present in Simply CRM.

Simply CRM stage names require value-by-value mapping to Zoho Stage names within each Pipeline. Probability percentages associated with stages in Simply CRM do not auto-migrate — Zoho calculates probability per stage configuration in the Pipeline setup. Stage-entered timestamps are not natively supported in Zoho Deals; we store them as a custom datetime field (Stage_Entered_Date__c) on the Deal record for historical tracking.