Migrate from Team Tracker to Zoho CRM

Team Tracker employee records map to Zoho CRM Contacts. First name, last name, email, phone, job title, and department become Contact fields. Employment status, manager, and hire date become custom fields on the Contact record. Email address is used to resolve OwnerId against Zoho users.

Team Tracker departments have a parent-child hierarchy. Zoho CRM's department model is flat per organization. We create a Department__c pick-list or lookup custom field on Contact and collapse the Team Tracker hierarchy into flat department names. Parent-child relationships are preserved as custom text or notes.

Team Tracker projects group tasks and time entries. If projects represent billable engagements, we map them to Zoho CRM Deals with the project name as the Deal name, project manager as Owner, and estimated hours as a custom Amount field. If projects are internal work containers, a custom Projects module is created.

No Zoho CRM standard module holds time entries. We create a Time_Entry__c custom module with fields for Employee (lookup to Contact), Project (lookup to Deal or custom module), Entry_Date (date), Duration_Minutes (number), Description (text), and Original_Created_Date__c (datetime for timestamp preservation). API access on Professional+ required.

Team Tracker attendance records with clock-in/clock-out timestamps map to Zoho CRM Tasks (for logged hours) or Events (for scheduled shifts). The Task Subject holds the date, description captures status, and a custom Attendance_Status__c pick-list field preserves Present, Absent, Late, and Overtime values.

Team Tracker task list items with title, description, assignees, and due dates map directly to Zoho CRM Tasks. The Task Subject maps from title, Status maps from completion flag, Due Date maps from due date, and the Owner is resolved by email match against Zoho users.

Team Tracker Express and Professional tiers include custom fields per employee and project. Each custom field is inspected for data type (text, number, date, pick-list) and recreated as a corresponding custom field on the appropriate Zoho module using the Settings/Fields API with the __c suffix naming convention.

Team Tracker screenshots and app/website activity logs have no CRM equivalent. Screenshots are downloaded and re-uploaded as file attachments to the corresponding Contact or Time_Entry__c record. Activity-level data (idle time percentage, URL logs) is not migrated but can be exported as a CSV reference file for audit purposes.

Team Tracker leave and holiday records map to a Leave_Record__c custom module with Employee (lookup to Contact), Leave_Type (pick-list), Start_Date, End_Date, Status (Approved/Pending), and Notes. Zoho CRM has no native leave management — this custom module replicates the reference data.

Team Tracker roles (Admin, Manager, Employee) with custom permissions do not map to Zoho CRM's Role-and-Profile model. These must be reconfigured manually in Zoho Setup > Users and Control > Roles and Profiles. We document the Team Tracker role structure for your Zoho admin.