Migrate from SimplyConvert to Zoho CRM

Audit SimplyConvert schema and custom fields

We connect to your SimplyConvert account via API using your integration key and enumerate all Cases, Parties, custom field definitions, and document attachment metadata. We count records per object, identify multi-party Case configurations, and audit custom field usage frequency to flag empty fields for exclusion. This audit produces the migration scope document and timeline estimate before any data moves. We also review any existing SimplyConvert integrations that may affect the extraction process and note API token permissions needed for the migration.

Create Zoho CRM schema for case data

Before data lands, we create all required custom fields on the Deals module — Case_Type__c, Court_Name__c, Judge_Name__c, Opposing_Counsel__c, SOL_Date__c, Insurance_Carrier__c, and Party_Role__c on Contacts. We validate field types match SimplyConvert originals (text, date, pick-list) and confirm your Zoho plan supports the field count. We also set up Deal Stage values that correspond to your SimplyConvert case statuses via value mapping.

Extract and transform SimplyConvert data

We extract Cases, Parties, and document metadata from SimplyConvert via REST API in paginated batches, respecting the 300 requests-per-minute limit. For each Case, we identify all associated Parties and classify them as Contact or Account records. We generate a mapping manifest linking each SimplyConvert Party ID to its Zoho CRM Contact or Account ID, and attach the Party Role to the Contact Role field. Custom field values transform to their Zoho equivalents during this phase.

Migrate Accounts before Contacts before Deals

Zoho CRM requires Accounts to exist before Contacts can link via Account-Id, and Deals must reference Contacts via Contact Role before deal ownership resolves. We sequence the migration in three passes: first we load all Account records (organization parties), then all Contact records with Account lookups and Party Role assignments, then all Deals with Contact Role links and custom field values. Each pass uses Zoho's Bulk API with 100-record batches, monitoring API credit consumption per batch.

Re-attach documents and run field-level diff

After Deals and Contacts land in Zoho CRM, we re-upload SimplyConvert documents as Zoho Attachments linked to the corresponding Deal record. We match documents to Deals using the case number mapping manifest. A sample migration of 100–500 records then runs for field-level diff — we compare source field values against destination field values and surface any mapping discrepancies before the full run commits.

Cut over with delta-pickup and rollback plan

The full migration executes against Zoho CRM. A delta-pickup window (24–48 hours) captures any Cases or Parties created or modified in SimplyConvert during cutover. We generate an audit log of every record inserted, updated, or skipped. If reconciliation fails — record counts don't match, required fields are missing, or relationship integrity breaks — one-click rollback reverts the Zoho CRM environment to its pre-migration state while your team continues working in SimplyConvert.