Migrate from Teleforce CRM to Zoho CRM

Teleforce Contact records map to Zoho CRM Contacts. Standard fields (name, email, phone, address) migrate directly. Custom fields on Teleforce Contacts (which are not publicly documented in schema) are enumerated from the customer's CSV export and mapped to Zoho custom fields on the Contact module. We validate field types during scoping — picklists become Zoho picklists, text fields become Zoho single-line or multi-line text fields, and dates become Zoho date fields. Within Zoho's 300-field module ceiling, custom field counts are tracked and flagged if the Contact module approaches the limit.

Teleforce Company records map to Zoho CRM Accounts. The company name becomes the Account Name field and is used as the dedupe key during import to prevent duplicate Accounts. Website, industry, address, and phone fields migrate directly. We resolve the Teleforce company-contact association by matching company name or a customer-provided external ID so that the migrated Contact record carries the correct Account lookup reference in Zoho.

Teleforce Deal records map to Zoho CRM Potentials (Zoho's equivalent to a pipeline opportunity). The deal amount, close date, deal stage, and owner migrate directly. Deal stage names from Teleforce are mapped to Zoho Stage values, and we configure the corresponding Zoho SalesPipeline before migration. The owner field resolves via email match against Zoho User records in the destination org.

Teleforce Pipelines group Deals into stage-based boards. We configure an equivalent Zoho Sales Pipeline with the same stage names and ordering as the Teleforce pipeline. If the customer uses multiple Teleforce pipelines, each maps to a separate Zoho Sales Pipeline, and the Deal-to-Potential migration applies the corresponding pipeline assignment.

Teleforce Lead records (distinct from Contacts in Teleforce's lifecycle model) map directly to Zoho CRM Leads. Lead status, source, score (if custom field), and owner migrate. We validate the Teleforce lead lifecycle — whether leads are a distinct object or a stage within Contact — during discovery, since the mapping differs based on Teleforce's account configuration.

Teleforce custom fields on Contacts, Deals, and Companies are enumerated from the customer's CSV export and recreated as Zoho CRM custom fields before data import. Each custom field's data type is inferred from the source data (string, integer, date, picklist) and mapped to the nearest Zoho field type. We track cumulative field count against Zoho's 300-field module ceiling per module and flag if the ceiling is approached. Custom field API names follow Zoho naming conventions (alphanumeric, no spaces, __c suffix for custom fields).

Teleforce Activity records (call logs, email references, SMS threads linked to Contacts or Companies) map to Zoho CRM Activity records. We migrate available activity fields — date, duration, subject, type — from CSV exports where present. Activity type (call, email, meeting, task) maps to the corresponding Zoho Activity type field. Note that SMS and chat thread content is not confirmed as independently exportable from Teleforce; we flag this limitation during discovery and migrate available activity metadata where the CSV covers it.

Teleforce Owner records (user assignments on Contacts, Companies, Deals) map to Zoho CRM Users. We resolve owners by email match against the Zoho destination org's User table. Any Teleforce Owner without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Owner name and email are preserved as a cross-reference field on each migrated record in case of lookup mismatches.

If Teleforce contains product or service records linked to Deals, these map to Zoho CRM Products. Product name, SKU (mapped to Product Code), unit price, and description migrate. Price Book entries are created in Zoho during migration so that Deal-linked Products can reference a standard price.

Teleforce tags or labels (support not confirmed as native in available research) are treated as custom metadata on Contact and Deal records. We map tag values to Zoho CRM Tags, which are supported across Contacts, Deals, Accounts, and Leads. Tags are normalized (lowercased, spaces stripped) to match Zoho's tag format. If Teleforce tags exist only as free-text fields rather than a native tag object, they migrate as picklist values in a custom Zoho field.

Teleforce attachments stored within the CRM have no confirmed bulk export path. We migrate attachment URLs as external reference links stored in a custom Zoho text field (Attachment_Link__c) on the parent record, so users can navigate to the original file where it remains accessible. Inline file blobs are not migrated as part of the standard payload. This is flagged as a known data gap in the migration scope.