Migrate from Tall Emu CRM to Zoho CRM

Tall Emu Company records map to Zoho CRM Account. The company name becomes Account Name; physical address fields map to Billing Address and Shipping Address. Tall Emu's Company grid export is the first extraction because Accounts must exist before Contact import to satisfy the Account-Contact lookup. We use company name as the dedupe key during Zoho import.

Tall Emu Contact records map to Zoho CRM Contact with the parent Account resolved by company name match. Name, email, phone, role, and address fields are stable. We import Contacts after Accounts and flag any Contacts with a Tall Emu company that has no matching Account for manual reconciliation. Zoho's Contact module supports a direct link to an Account (Account Name field).

Tall Emu Products map to Zoho Products with SKU, description, unit price, and stock on hand. Tall Emu's inventory attributes (serial number tracking, reorder points, landed cost) map to custom fields in Zoho because Zoho's standard product module does not natively support BOM or landed cost structures. If the customer uses Zoho Inventory as well, Products sync to that module via the native integration after migration.

Tall Emu Pipelines with custom Kanban stages map to Zoho CRM Deals with the Pipeline field set to the source pipeline name and Stage field set to the equivalent Zoho stage. Stage order and probability percentages migrate. We create the pipeline in Zoho Setup before migration so that the pipeline name is available as a dropdown value during import.

Tall Emu Deals map to Zoho CRM Deals with Account Name (lookup to Account), Contact Name (lookup to Contact), Deal Name, Amount, Stage, Closing Date, and Probability migrated. Deal Owner maps to Zoho Deal Owner by email resolution. Line items from Tall Emu Deals map to Zoho Deal Items with Product Name resolved to Zoho Product records.

Tall Emu Quotes map to Zoho CRM Quotes with Quote Number, Subject, Account Name, Contact Name, Line Items, Total Amount, and Valid Till migrated. Quote Status (Draft, Sent, Accepted, Declined) maps to Zoho Quote Status picklist values. PDF attachments and template styling do not migrate; we flag these for manual re-creation or attachment from Tall Emu's document storage.

Tall Emu Orders (generated from accepted Quotes) map to Zoho CRM Sales Orders with Account Name, Contact Name, Order Number, Line Items, Subtotal, Tax, and Total migrated. We resolve the linked Quote by Quote Number. Fulfilment and shipping tracking status does not map directly; if the customer uses Zoho Inventory, Sales Orders sync to that module via native integration.

Tall Emu Subscriptions have mandatory fields (Plan, Status, Order Quantity, Billable Quantity, Price, Period, Renewal Due Date) that do not have a direct Zoho CRM equivalent. We offer two migration strategies: mapping to Zoho Deals with the subscription Plan as Deal Name, Renewal Date as Closing Date, and Status in a custom field; or creating a Zoho Custom Module called Subscriptions with equivalent fields. The customer chooses during scoping, and the choice affects renewal automation rebuild scope in Zoho Workflow Rules.

Tall Emu Activities (calls, emails, meetings, tasks) with assignees, due dates, and completion status migrate to Zoho CRM Tasks (for calls and tasks) and Events (for meetings). Email content and call disposition migrate to custom fields on the Task record because Zoho's standard Activity model is lighter than Tall Emu's. Activity timestamps (created date, modified date) are preserved for timeline ordering. Assignee resolution is by email match to Zoho Users.

Tall Emu Freight and shipping records (carrier, tracking number, delivery status) have no direct Zoho CRM equivalent. We recommend creating a Zoho Custom Module called Shipments with fields for Carrier, Tracking Number, Delivery Status, and linked Account/Contact. If the customer does not require shipping record preservation, we migrate the data as Notes attached to the related Sales Order or Account.

Tall Emu custom fields on any module map to Zoho CRM custom fields on the equivalent module. We audit custom field availability per Tall Emu module during discovery and pre-create any missing Zoho custom fields before import. Tall Emu custom fields that do not exist in Zoho are flagged for pre-migration field creation or are mapped to a Zoho Text field with a note requiring manual review post-migration. Custom fields are not available in Zoho CRM Free edition.

Tall Emu Users map to Zoho CRM Users by email match. Team structures map to Zoho Groups. We export all Tall Emu users and match against the Zoho destination User table before record import begins. Any Tall Emu user without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision before import continues.