Migrate from Tango CRM to Zoho CRM

Tango CRM Contact records map to Zoho CRM Contacts. Standard fields (Full Name, Email, Phone, Mailing Address) migrate directly. We use Email as the dedupe key. Any custom Contact properties are mapped to their Zoho field equivalents during the mapping phase. Custom fields of type dropdown require value-level reconciliation to ensure picklist options in Zoho match the source values before import.

Tango CRM Company records map to Zoho CRM Accounts. Company Name becomes the Account Name field; industry, size, website, and address fields map to their Zoho equivalents. Account is created before any Contact import so that the Account lookup relationship is satisfied at the moment of Contact insert. Domain-based matching from the Tango Company record supports dedupe logic during staging.

Tango CRM Deal records map to Zoho CRM Deals. Deal Name, Amount, Closing Date, and Owner migrate directly. The Tango pipeline stage assignment maps to a Zoho Stage value; we reconcile stage labels during the mapping phase since stage names rarely align 1:1 between platforms. Historical Deals with closed-won or closed-lost status preserve their original close dates and stage values.

Tango CRM pipeline stage definitions (stage names, order, probability percentages) are exported as a configuration worksheet. We create corresponding Stages in Zoho CRM with matching probability values where possible. Stage labels from Tango do not map automatically to Zoho Stages; the customer reviews and approves the stage mapping worksheet before import. Stage order is preserved independently of labels.

Tango CRM Tasks (standalone task records, not engagement-logged tasks) map to Zoho CRM Tasks. Subject, Status, Priority, Due Date, and Related To fields migrate directly. Owner resolution uses email matching against the Zoho user roster. Tasks without a resolvable owner are held in a reconciliation queue for the customer's admin to assign before the final migration phase.

Tango CRM email engagements logged against Contacts or Deals are imported as Zoho CRM Activity records with the full email content stored in the Description field and the subject in the Title field. Email timestamps are preserved as the Activity Date. We flag email migration feasibility during scoping because without a confirmed API endpoint, email body extraction depends on export availability. HTML-formatted emails are stripped to plain text unless the destination layout supports rich-text Activity fields.

Tango CRM call logs migrate to Zoho CRM Activity records with Type set to Outbound Call or Inbound Call based on the source call direction field. Duration and call notes migrate to the Description field. Call disposition values from Tango are preserved as text within the Activity Description unless a Zoho custom field is available to receive structured disposition data.

Tango CRM meeting logs migrate to Zoho CRM Activity records. Meeting title becomes the Activity Title; attendees, location, and agenda notes migrate to Description. Meeting start time and duration are preserved in the Activity Date and Description fields. Meeting attendees are documented in Description rather than linked as separate Zoho Contact records, which is consistent with the standard Zoho Activity model.

Free-text notes attached to Tango CRM Contacts, Companies, or Deals migrate to Zoho CRM Notes. Note body migrates as plain text. HTML-formatted notes are stripped to plain text. Notes are linked to their parent record via the Zoho module and record ID. Multi-part notes with attachments require a separate manual checklist because attachment extraction from Tango is unconfirmed.

Tags applied to Tango CRM Contacts, Companies, or Deals migrate to Zoho CRM Tags. Multi-select tag arrays are split into individual tag values during transformation. Zoho Tags are applied to the corresponding Contact, Account, or Deal record post-import. Tag counts and tag-to-record associations are preserved in the staging layer before writeback.

Custom properties on Tango CRM Contacts require explicit field-level mapping during the mapping phase. Field types (text, number, date, dropdown, checkbox) are matched to equivalent Zoho custom field types. Dropdown fields require value-level reconciliation: we produce a dropdown mapping worksheet listing each Tango value and the corresponding Zoho picklist option. Custom fields without a Zoho equivalent are flagged for the customer's admin to create before import.

Custom properties on Tango CRM Deals map to Zoho Deal custom fields. Deal-level custom fields are created in Zoho before the Deal migration phase begins. Fields of type currency, date, and dropdown follow the same mapping approach as Contact custom fields. Any custom Deal fields referencing lookup relationships (e.g., a custom field linking a Deal to a third-party object) are flagged as unsupported for migration without schema pre-creation in Zoho.