Migrate from StrategicERP to Zoho CRM

StrategicERP company records map directly to Zoho CRM Accounts. Account_Name, website domain, industry classification, and address fields map field-by-field. Multi-address records in StrategicERP require flattening: the primary billing address becomes the Account address; shipping or site addresses are added as Account Contact records or custom address fields.

StrategicERP contact records map to Zoho CRM Contacts. Every Contact must link to an Account via the Account_Name lookup — Accounts must migrate first so the lookup resolves during Contact insertion. Unassigned contacts (those without a company link in StrategicERP) land in a default placeholder Account created before migration begins.

StrategicERP leads not yet converted to account records map to Zoho Leads. Lead source, status, rating, and any custom qualification fields migrate as pick-list or text fields. When a StrategicERP lead has already been converted (associated with a Company record), we route it as a Zoho Contact instead to prevent duplication.

StrategicERP deal data embedded inside project records extracts into Zoho Deals as standalone records. The project reference number migrates as a custom text field (Source_Project_Ref__c) to preserve the link. Deal amount, stage, expected close date, and owner resolve via the Deals module's native Stage picklist and Owner lookup — stage names map value-by-value against the Zoho pipeline stages configured before migration.

StrategicERP vendor records migrate to Zoho CRM Vendors. Vendor name, contact person, email, and phone map directly. If StrategicERP stores vendor credit limits or tax IDs, those become custom fields on the Vendor record since Zoho's standard Vendor schema includes only name, website, and category by default.

StrategicERP task and activity records (calls, follow-ups, site visits logged against a contact or project) migrate as Zoho Tasks. The Activity_Type field captures the original activity kind. Task subject, due date, status, and owner all map field-by-field; the related Contact or Deal lookup attaches the task to the correct Zoho record.

StrategicERP meeting and event records associated with contacts or deals migrate to Zoho Events. Start time, end time, venue, and description preserve exactly. Recurring events in StrategicERP require expansion into individual Zoho Event records since Zoho's Events API does not natively preserve recurrence patterns across systems.

StrategicERP notes attached to accounts, contacts, or projects migrate as Zoho Notes. The parent record lookup attaches each note to the correct Account, Contact, or Deal in Zoho. Rich-text formatting in StrategicERP notes is preserved as HTML inside the Note content body — Zoho renders basic HTML formatting in its Notes section.

File attachments associated with StrategicERP records are downloaded from the ERP document store and re-uploaded to Zoho CRM Attachments via the Zoho Attachments API. Files are associated with the corresponding Account, Contact, Deal, or Vendor record. The 25MB per-file limit is enforced during upload; files exceeding this are flagged for chunked upload or alternative storage links.

Any custom fields on StrategicERP Contacts, Companies, or Deals that have no Zoho standard equivalent are created as Zoho custom fields before migration. The API names follow Zoho's convention (CF_Field_Label). Pick-list custom fields in StrategicERP require value-by-value mapping against the Zoho pick-list values defined in the target layout. Multi-select pick-list fields in StrategicERP split into Zoho multi-select pick-lists if Zoho Professional or higher plan is in use.

StrategicERP user IDs resolve against Zoho CRM users by email address match. Before migration begins, we compare the user list from StrategicERP against active Zoho users — any owner without a Zoho account is flagged for your team to create or reassign. Records without a resolvable owner land under the admin user with a custom Owner_Source field preserving the original StrategicERP owner ID for audit purposes.

StrategicERP workflow rules, custom scripts, and automated triggers do not migrate. They require a manual rebuild using Zoho's Workflow Rules, Blueprint, and Deluge scripting engine. We extract the logic from each StrategicERP rule as a written specification so your Zoho admin can replicate the behavior — trigger conditions, field updates, notification actions, and downstream field values are all documented.