Migrate from solve 360 to Zoho CRM

Solve 360 Contact records map to Zoho CRM Contacts. Name, email, phone, address, and all custom fields transfer directly. The Contact record in Zoho is linked to a parent Account (mapped from Solve 360 Company) via the Account Name lookup. Custom fields on Contacts are created in Zoho before migration with matching types: text fields to single-line, date fields to date picker, selection fields to picklist.

Solve 360 Company records map to Zoho CRM Accounts. Company name, domain, address, and custom fields transfer directly. The Account becomes the parent record for all linked Contact records, so Accounts are migrated before Contacts to satisfy the lookup dependency. Account Name is the dedupe key on import to prevent duplicate accounts from repeated Company entries.

Solve 360 Tasks map to Zoho CRM Tasks. Status, priority, due date, description, and time tracking fields transfer directly. Task assignment resolves Solve 360 owner IDs to Zoho CRM user IDs by email match. Open tasks carry over their original status; completed tasks are imported with a Closed status and the original completion timestamp preserved as Activity Date.

Solve 360 Follow-ups are time-stamped activity records tied to a Contact or Company. Scheduled Follow-ups with a specific date and time map to Zoho Events (Start DateTime, End DateTime, Location preserved). Completed Follow-ups with only a date map to Zoho Tasks. The customer chooses the mapping during scoping based on how their team uses Follow-ups.

Solve 360 Support Requests map to Zoho CRM Cases. Case subject, description, status transitions, priority, and linked Contact or Company transfer directly. Conversation history attached to a Support Request migrates as Zoho Case Comments. The Case Number is auto-generated by Zoho; we preserve the original Solve 360 request identifier in a custom field.

Solve 360 Time Records attach to tasks, site notes, calls, and meetings with duration, date, billing flag, and parent object reference. Time entries on Tasks migrate as a custom Duration field on the Zoho Task record. Time entries that were billable in Solve 360 are flagged in a custom field so the customer's admin can reconstruct billing views in Zoho Reports.

Solve 360 pipeline stages (names, order, probability percentages) are exported as configuration and re-created in Zoho CRM Deals module. We create the Zoho Pipeline before any Deal records are imported, matching the stage order and setting probability values per original Solve 360 configuration. Pipeline names migrate as-is where they are valid Zoho pipeline names.

Solve 360 custom fields on Contacts and Companies (text, number, date, selection types) migrate as Zoho CRM custom fields on the Contact and Account modules. We create the destination fields before migration with matching field types and picklist values sourced from the original Solve 360 field definitions. Multi-select selection fields in Solve 360 map to Zoho multi-select picklists.

Solve 360 Tags attached to Contacts, Companies, Tasks, and Support Requests migrate as Zoho CRM Tags on the corresponding records. Tags are a native Zoho CRM feature available from the Standard tier. We export all unique tag strings, create them in Zoho if they do not already exist, and re-apply tag associations per record during import.

File attachments on Contacts, Companies, Tasks, and Support Requests are downloaded from Solve 360, stored locally, and uploaded to Zoho CRM as native attachments on the corresponding record. File metadata (name, type, size, upload date) is preserved. We handle attachments in a separate phase after all parent records are confirmed imported.

Solve 360 Users are mapped to Zoho CRM Users by email address. We extract every distinct owner referenced on migrating records and reconcile against Zoho user list. Any Solve 360 user without a matching Zoho user goes to a reconciliation queue for the customer's admin to provision before record import resumes.

Workflow definitions in Solve 360 encode logic specific to its automation engine and cannot be directly replayed in Zoho CRM. We export every active Workflow as structured configuration JSON (trigger, conditions, actions, assignee rules) and deliver a written rebuild guide mapping each to a Zoho Workflow Builder equivalent. The customer or a Zoho partner rebuilds workflows post-migration; this is out of migration scope.