Migrate from User.com to Zoho CRM

User.com Contacts with an assigned owner, deal history, or stage progression map to Zoho CRM Contact tied to an Account. Contacts that are raw list records without deal association or owner assignment map to Zoho Lead. We compute the split using User.com's stage and owner_id fields, and preserve the original User.com contact_id in a custom field uc_contact_id__c on both Lead and Contact for reconciliation.

User.com Companies map to Zoho CRM Account. The company name becomes Account Name, domain maps to Website, and the industry property maps to Industry (with value normalization to match Zoho's picklist). The company-contact association is preserved as a Contact-Account relationship in Zoho. Account is created before Contact import so the Account Lookup is satisfied at the moment of insert.

User.com Deals map to Zoho CRM Opportunity. The dealstage property maps to Stage Name (Zoho's mandatory field for Opportunity), closing date maps to Closing Date (also mandatory), and deal value maps to Amount. Custom deal fields migrate to Opportunity custom fields that we create in Zoho before import. Zoho requires Deal Name, Stage, and Closing Date as mandatory; we populate Deal Name from User.com's deal title if no explicit name field exists.

User.com pipeline stages map to Zoho CRM Stage values. Each User.com pipeline becomes a Zoho CRM Sales Process (configured under Setup > Sales Processes) that whitelists the relevant stage values for that pipeline. We create the Sales Process before migration begins so that the Opportunity import references a valid picklist.

User.com's deal pipelines (multiple pipelines supported on Professional and Enterprise) map to Zoho CRM Record Types on Opportunity. Each Record Type gets its own Page Layout and Sales Process so that stage values remain scoped per line of business. Zoho CRM Professional and above support multiple Record Types.

User.com stores company-contact relationships on the Contact record. During migration, we resolve the company_id lookup to a Zoho Account ID before inserting the Contact, ensuring the Account-Contact relationship is established correctly. If the referenced Company does not exist as an Account in Zoho, we create the Account first or flag the orphan relationship for manual resolution.

User.com Events (calendar/activity events) map to Zoho CRM Activities. Event type attributes in User.com determine whether the record becomes a Task, Meeting, or Call in Zoho. Zoho requires Subject for all activity types; Call also requires Call Type. Start and end timestamps from User.com map to Zoho Start Date Time and End Date Time. Attendees map to Zoho CRM Activity Participants.

User.com Activities map to Zoho CRM Task records. Email opens, chat sessions, and push notification metadata migrate as custom task fields because Zoho Task does not natively model these behavioral activity subtypes. We preserve the original User.com activity timestamp as Activity Due Date for timeline ordering.

User.com custom properties on Contact, Company, and Deal migrate to Zoho CRM custom fields. Choice fields from User.com map to Zoho picklist (dropdown) fields; fixed-choice fields map to radio fields. We pre-create the destination field schema in Zoho before import, including all custom field API names, types, and picklist values. Some User.com custom field types (multi-select, formula, geolocation) require manual configuration in Zoho and are flagged in the scope document.

User.com tags on Contact and Deal migrate to Zoho CRM multi-select picklist fields. Tags used for contact classification become a custom multi-select field on Contact; tags on Deals become a custom multi-select field on Opportunity. The customer chooses the tag strategy during scoping: all tags as picklist values, or a subset of high-value tags only.

User.com Segments (dynamic groups based on contact attributes and behaviors) export as a list of member contact IDs at migration time. We deliver the segment membership as a CSV of contact IDs mapped to a Zoho Custom Module that tracks original segment membership, or as a pre-built saved filter in Zoho CRM that reproduces the segment logic. Dynamic re-evaluation must be recreated manually in Zoho CRM.

User.com Owners map to Zoho CRM Users. We resolve owners by email match. Any User.com Owner without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision. Migration cannot proceed past Contact and Deal import because Owner references are required on standard Zoho CRM objects.