Migrate from Thryv to Zoho CRM

Thryv Clients map directly to Zoho Contacts. Standard fields (First Name, Last Name, Email, Phone, Address) transfer cleanly. Custom fields on the Client record map to Zoho Contact custom fields with type-matching during schema design. We preserve all tag assignments as a comma-separated string during extraction and convert to a Zoho Multi-Select Picklist after deduplication. Client owner assignments map to Zoho Owner lookup resolved via User email match.

Thryv Companies map to Zoho Accounts with a 1:1 mapping. Company name, address, and custom fields transfer directly. Thryv's flat Company structure means there are no parent-child hierarchical relationships to resolve during extraction; we create top-level Accounts in Zoho and link all related Contacts via the Account Name lookup. Any Thryv Company without an associated Client is imported as a standalone Account.

Thryv Opportunities map to Zoho Deals with stage names, monetary values, and close dates preserved. Custom fields on the Opportunity record map to Zoho custom fields on Deal. Pipeline assignments require Zoho Pipeline and Stage configuration before migration begins. We use the Pipeline ID from Zoho to set the correct stage domain for each imported Deal.

Thryv appointment records (date, time, duration, service type, assignee) map to Zoho Events linked to the related Contact and Account. Assignee resolution uses the User email match established during owner reconciliation. Recurring appointment series may require flattening into individual Event records depending on the destination Zoho edition's calendar module support.

Thryv invoice records containing line items, totals, and payment status migrate to Zoho Quotes with full line item detail preserved. Quote must be enabled on the target Zoho plan. Paid or unpaid status migrates as a custom picklist field since Zoho Quotes do not have a native payment-status field. Invoice-to-contact and invoice-to-account associations resolve via the lookup relationships established during Contact and Account import.

Thryv's freeform tagging system generates string values that we convert to Zoho Multi-Select Picklist fields on the Contact record. Deduplication and normalization occur during the staging phase, where we identify all unique tag values, define the picklist schema in Zoho, and load the cleaned values. If the unique tag count exceeds Zoho's 100-value picklist limit, we split into multiple picklist fields or recommend a tag-to-topic migration strategy during scoping.

Thryv custom fields on Client, Company, and Opportunity records map to Zoho custom fields with explicit type-matching. Radio buttons and checkboxes in Thryv map to Zoho Picklist and Multi-Select Picklist respectively; date fields map to Zoho Date fields; numeric fields map to Zoho Number fields. We verify each field type against Zoho's supported types during schema design and flag any unsupported field type conversions before migration begins.

Thryv user records (name, email, role) map to Zoho Users. We resolve by email match against the destination Zoho account's user list. Users without a matching Zoho account enter a reconciliation queue for the customer's admin to provision before record import resumes. Role and permission levels do not transfer and require manual reconfiguration in Zoho's ZIA and Security settings.

Thryv email, SMS, and call logs from Keap-tier accounts migrate as Zoho Tasks with a custom activity-type field (Email, Call, SMS) and body content preserved as the Task description. Communication timestamps set the Activity Date for timeline ordering. This object is only available on Thryv Keap and above; we confirm tier eligibility during discovery.

Thryv website form submissions export as structured records with contact info, submission date, and custom form field data. We import these as Zoho Leads (for new prospects) or Contacts (if the respondent already exists in the migrated dataset) based on email deduplication against the existing Contact list.