Migrate from Teamleader to Zoho CRM

Teamleader Contacts map directly to Zoho CRM Contacts. The primary email address, phone, address, and social link fields migrate 1:1. We resolve the linked Company to a Zoho Account before importing Contacts so the AccountId lookup is satisfied. Custom fields on the 'contact' context migrate to Zoho custom fields scoped to the Contacts module, with field-type mapping (text to single-line, dropdown to picklist, checkbox to checkbox). The customer's admin should audit picklist values because Teamleader option sets may differ from Zoho's enumerated values.

Teamleader Companies map to Zoho CRM Accounts. The company name becomes Account Name, website migrates to the Website field, and VAT number maps to a custom field. Address data migrates to the Billing Address block. We use Company ID from Teamleader as the dedupe key during import to prevent duplicate Accounts when multiple Contacts reference the same Company.

Teamleader Deals map to Zoho CRM Deals. The deal title, amount, expected close date, and probability migrate directly. Pipeline and Stage from Teamleader map to Zoho's Pipeline and Stage picklist values, which we configure in Zoho CRM's Pipeline settings before migration. Owner assignment migrates by resolving Teamleader owner email to Zoho CRM User email. Closed-Lost and Closed-Won reasons from Teamleader custom fields become Zoho custom picklist fields on the Deal module.

Teamleader Pipelines (1 on SMART, 2 on GROW, unlimited on FLOW) become Zoho CRM Pipelines configured under Deals > Pipeline Settings. Each Teamleader pipeline gets its own Zoho Pipeline with stages remapped from Teamleader stage names and probabilities. Probability percentages round to Zoho's integer-allowed values. If the customer has more pipelines than the destination Zoho plan supports, we document the configuration required and advise upgrading the Zoho plan before import.

Teamleader Projects have no native equivalent in Zoho CRM core. We create a custom Projects module with fields for project name, description, start date, due date, status, budget, and linked customer (mapped to the Account). The Zoho Projects app (part of Zoho One or a separate subscription) is a more complete replacement for Teamleader's native project management, and we flag this as a parallel configuration item. Projects imported into the CRM custom module serve reporting and CRM-linkage purposes; full project management rebuilds belong in Zoho Projects.

Teamleader Milestones (sub-objects of Projects with due dates, budgets, and custom fields) map to Tasks inside the custom Projects module or to Tasks linked to the Project record via the WhatId lookup. We preserve milestone name, due date, budget amount, and custom field data. The parent Project reference resolves at migration time using the Teamleader project_id to Zoho Projects module record ID mapping built during the Project migration phase.

Teamleader Invoices map to Zoho CRM Invoices or Zoho Books Invoices depending on whether the customer uses Zoho Books for accounting. Invoice headers, line items, tax codes, and payment status migrate. We explicitly document that QR-code payment state, automatic payment reminders, and overdue flags do not transfer because they are tied to Teamleader's payment processing system. The customer must re-enable payment reminders in Zoho post-migration. If the customer does not have Zoho Books, we recommend migrating to Zoho CRM Invoices as a sales record only.

Teamleader Quotations map to Zoho CRM Quotations. The quotation number, expiration date, line items, pricing, and status migrate. Margin calculation data from Teamleader (available on GROW and FLOW) migrates to a custom currency field on Zoho Quotations if the destination Zoho plan supports quotation customization. Status transitions (Draft, Sent, Accepted, Rejected) map directly.

Teamleader Subscriptions (recurring billing relationships) map to either a custom Subscriptions module in Zoho CRM or Zoho Books Recurring Bills. The choice depends on whether the customer uses Zoho Books. Subscription periodicity, amount, start date, and linked customer migrate. Custom fields on the 'subscription' context map to Zoho custom fields. We flag any subscription product associations that require a separate product catalog migration step.

Teamleader Tickets map to Zoho CRM Cases. Ticket pipeline becomes Case Record Type or a separate Case pipeline in Zoho CRM. Ticket status, priority, assignee, and linked Contact or Company migrate. Ticket conversations migrate as Case Comments or Email Messages linked to the Case. Custom fields on the 'ticket' context map to Zoho Case custom fields. If the customer uses Teamleader tickets as a lightweight helpdesk, we flag Zoho Service Cloud or Zoho Desk as a replacement configuration item.

Teamleader activity records (Tasks, Meetings, Phone calls) map to Zoho CRM Task and Event objects. Phone calls become Tasks with Subtype = Call and duration preserved. Meetings become Events with start time, end time, location, and attendees linked via Event Relations. Tasks preserve status, due date, priority, and linked Contact or Deal. Activity timestamps migrate to ActivityDate so the chronological timeline is preserved in Zoho CRM's history view.

Teamleader Time Entries (logged against Projects or Tasks with user assignment, duration, billable flag, and description) map to Tasks in the custom Projects module with time log data, or to Zoho Projects Time Logs if the customer enables Zoho Projects. Billable flag migrates as a custom field. User assignment resolves via owner email mapping built during user reconciliation.