Migrate from Spin CRM to Zoho CRM

Spin CRM Leads map directly to Zoho CRM Leads. Standard fields (name, email, phone, status, assigned owner) migrate via CSV column mapping to Zoho Lead fields. The Spin CRM Lead status property maps to Zoho Lead Status picklist values that we configure before import. Any custom fields on Spin CRM Leads carry over as Zoho Lead custom fields matched by data type (text, number, date, picklist). Owner assignment resolves by email match against Zoho User records.

Spin CRM Contacts map to Zoho CRM Contacts. We export Companies first and establish the Zoho Account record before Contact import so that the Account-Contact relationship is satisfied at insert time. The Contact-Company association from Spin CRM maps via the company name lookup to the Zoho Account Lookup field (AccountLookUp). Custom fields on Contacts migrate as Zoho Contact custom fields. Email, phone, title, and address fields map directly.

Spin CRM Companies map to Zoho CRM Accounts. Company name becomes Account Name; industry and address fields map to their Zoho equivalents. We export Companies first to create the Account records that anchor all downstream Contact and Deal lookups. Any Spin CRM company custom fields map as Zoho Account custom fields. The company domain (if captured in a custom field) becomes the Account Website field for deduplication.

Spin CRM Deals map to Zoho Potentials. Deal name, value (amount), stage, expected close date, and owner all have direct Zoho field equivalents. The Deal-Contact and Deal-Company associations from Spin CRM resolve to Zoho Potential Lookup fields (ContactLookUp and AccountLookUp) after those records are created. Closed-won and closed-lost outcomes migrate as Zoho Stage values configured to match Spin CRM stage semantics.

Spin CRM's customizable pipeline stages map to Zoho Sales Processes and Stage picklist values. We capture the full stage sequence (name, order, probability percentage) during scoping and configure the corresponding Zoho Sales Process before Deal import begins. Stage probability percentages migrate from Spin CRM to Zoho Stage Probability fields. Each stage value in Zoho is created as a picklist entry under the configured Sales Process.

Spin CRM call activities (recorded via the task and calendar system) map to Zoho Tasks with Task Subtype set to Call. Call duration, disposition, and any notes stored in Spin CRM migrate to Zoho custom Task fields (Call Duration, Call Purpose). The Task links to the parent Contact or Lead via WhoId resolution. Activity timestamps preserve ordering in the Zoho Activity timeline.

Spin CRM meeting and calendar entries map to Zoho Events. Start datetime, end datetime, location, and description migrate directly. Attendee associations from Spin CRM map to Zoho Event attendees via the Event Relation records linked to the Contact or Lead. Meeting notes migrate as the Event description field.

Spin CRM notes attached to Leads, Contacts, Companies, or Deals map to Zoho Notes linked to the corresponding record via the parent module and record ID. Note body (rich text or plain text) migrates directly. Notes created in Spin CRM with timestamps preserve their creation date in Zoho for historical timeline integrity.

Spin CRM task records (reminders, to-dos, follow-ups) map to Zoho Tasks. Status, priority, due date, and owner assignment migrate directly. The Task links to the parent Contact, Lead, or Account via WhoId and WhatId resolution. Overdue status flags from Spin CRM carry into Zoho Task status values.

Spin CRM custom fields on Leads, Contacts, Companies, and Deals create as Zoho CRM custom fields under the corresponding module before record import. Field type mapping is 1:1 for text, number, date, and currency types. Multi-select or checkbox fields in Spin CRM map to Zoho Multi-Select Picklist or Checkbox fields. We verify all custom field names and types against the CSV column headers during pre-validation and flag any missing columns for re-export before import.

Spin CRM document storage does not have a documented export mechanism in available sources. We do not attempt to migrate document blobs. For any documents that need preservation, we recommend that the customer exports them manually via Spin CRM's document interface before the migration freeze window and re-uploads them to Zoho's attachment system post-migration. We flag this gap in the migration scope document delivered at project kickoff.

Spin CRM forecasting is calculated from Deal values and stage probabilities. We extract deal amounts and stage configurations during scoping and verify that Zoho Forecast module is enabled on the target plan. The historical forecast snapshots themselves do not migrate as live forecast records; however, deal values and stage data reconstruct the pipeline health picture within Zoho's native forecasting once all Deals are loaded.