Migrate from Tekion to Zoho CRM

Zoho Contact maps 1:1 from Tekion Contact. Zoho Contact requires an AccountId (lookup to Account module) — Tekion contacts without a primary company link are attached to a default 'Unassigned Account' or resolved by the most recently used company association before migration runs.

Tekion Lead converts to Zoho Lead. The 90-day active lead window is enforced at the source export phase: FlitStack flags all Tekion leads created outside the 90-day window before migration so your team can decide whether to include them via manual export.

Tekion contacts that originated as leads older than the 90-day window but remain active in Tekion are split: records with a Closed Won deal land as Zoho Contacts; records with no deal land as Zoho Leads. The source creation date is preserved in Original_Create_Date__c on both objects.

Tekion Company maps to Zoho Account. Zoho Account supports a Parent Account field for dealership group hierarchies — parent company resolution runs before child accounts migrate to prevent orphaning. Multi-rooftop dealer groups are identified during the pre-migration audit, and parent-child relationships are validated to ensure no circular references exist before the migration sequence begins.

Tekion Deal maps to Zoho Deal. Zoho Deal uses Stage_Name pick-list values that can be customized per layout. Pipeline stage names from Tekion are mapped value-by-value; forecast categories and probability weights are re-applied in Zoho after migration. Any custom stage names in Tekion are flagged during the pre-migration audit for your Zoho admin to review before field mapping is finalized.

Tekion call logs migrate to Zoho Calls module. Original call duration, call type (inbound/outbound), owner, and call date are preserved. Zoho Calls are linked to the parent Contact or Lead record by email-match on owner. Any call recordings or transcription data stored in Tekion are flagged as not transferable via standard API, as Zoho CRM does not natively support call recording import.

Tekion email logs migrate as Zoho Tasks with Type = 'Email'. Subject line from Tekion maps to Zoho Task Subject; body content maps to Description. Zoho does not have a native email thread view for migrated emails — they appear as activity history on the record.

Tekion meeting records migrate to Zoho Events. Start DateTime, End DateTime, Location, Description, and owner are preserved field-for-field. Recurring meetings in Tekion are noted in the Description field since Zoho Events handles recurring via iCal patterns post-migration. All attendee information stored in Tekion is exported as a list in the Description field for manual re-entry in Zoho.

Tekion notes migrate to Zoho Notes (not legacy Note object). Rich-text formatting in Tekion notes is preserved as HTML in Zoho Notes. Parent record linking (Contact, Account, Deal) resolves by record ID mapping created during the migration. Attachments linked to Tekion notes are extracted separately and re-uploaded to Zoho Attachments, with the note record updated to reference the new attachment IDs.

Tekion file attachments on records re-upload to Zoho Attachments linked to the parent record. Zoho attachment file size limits apply (25MB per file for Standard/Professional; limits increase on Enterprise/Ultimate). Inline images in notes are extracted and rehosted as attachments. File type validation is performed to ensure compatibility with Zoho's supported formats before upload.

Tekion owner records are matched to Zoho Users by email address. Unmatched owners are flagged before migration — your Zoho admin either creates the user record first or assigns their Tekion records to a fallback Zoho user. No record lands without an owner.

Tekion Vehicle Data (VIN, Make, Model, Year, Odometer, Vehicle Condition) has no Zoho CRM native equivalent. FlitStack creates a Zoho Custom Module named Vehicle_Data with fields: VIN (Multi-line Text), Make (Text), Model (Text), Year (Number), Odometer (Number), Condition (Picklist). Vehicle Data is linked to the parent Deal via a lookup field.

Tekion F&I Products (GAP, Tire & Wheel, Service Contract, etc.) migrate to a Zoho Custom Module FI_Products__c with fields: Product_Name (Text), Product_Type (Picklist), Premium_Amount (Currency), Provider (Text). Linked to the parent Deal via Deal_ID lookup. Any product-specific pricing rules or discount structures in Tekion are documented in the migration reference guide for manual configuration in Zoho.

Tekion service repair orders migrate to Zoho Custom Module Service_Records__c with fields: RO_Number (Text), Service_Date (Date), Mileage (Number), Advisor (Text), Description (Multi-line Text). Linked to the parent Contact (customer) and Vehicle_Data record by lookup. Any parts replaced or labor hours recorded in Tekion are exported as line items in the Description field for manual entry in Zoho.

Tekion DMS data lives in a separate system from the CRM. Standard ARC DMS conversion includes up to 7 years of data but is a separate migration workstream. Zoho CRM does not receive DMS accounting or payroll records — those require Zoho Books or a separate ERP migration if needed.