Migrate from Vaulta to Zoho CRM

Vaulta contact records map directly to Zoho CRM Contacts. All standard properties — name, email, phone, job title, address — transfer as standard Zoho fields. Custom properties on the Vaulta contact become Zoho CRM custom fields in the Contacts module.

Vaulta company records map to Zoho CRM Accounts. Company name, domain, industry, employee count, and annual revenue transfer as standard fields. Parent-child company hierarchies in Vaulta map to the Parent Account lookup in Zoho. Multi-level hierarchies are preserved through recursive parent linkages, ensuring that the organizational structure is maintained and users can navigate from subsidiary to parent company within the account records.

Vaulta deal records map to Zoho CRM Deals. Deal name, amount, stage, and expected close date transfer as standard fields. The Vaulta pipeline name becomes a Zoho Deal custom field or is encoded in the Stage pick-list if the pipeline count is small.

Vaulta pipeline metadata (pipeline name, stages, stage probabilities) becomes a Zoho Blueprint or a Deal custom field grouping. Each Vaulta pipeline is surfaced as a distinct sales process in Zoho — one Blueprint per Vaulta pipeline if the team uses Blueprint for process enforcement.

Vaulta engagement records split by type: calls and emails become Zoho Tasks with Type set to Call or Email; meetings become Zoho Events with original start and end times preserved. Parent record links (contact_id, deal_id) transfer as Zoho lookup IDs.

Vaulta note content with original timestamps and owner assignments migrates to Zoho CRM Notes. Rich-text formatting is preserved where Vaulta's export format supports it. Notes are linked to the parent record (Contact, Account, or Deal) using Zoho's Notes module parent lookup.

Vaulta file attachments on records are downloaded and re-uploaded to Zoho CRM Attachments, linked to the parent record. File size limits apply — Zoho caps individual files at 10 MB via API; larger files require chunked upload or URL-based attachment.

Vaulta owner_id resolves by email match against Zoho CRM users. Matched owners assign directly to OwnerId. Unmatched owners are flagged before migration with a fallback owner assignment — either a designated admin or a Zoho user created for orphan records.

Vaulta custom properties on any record type become Zoho CRM custom fields. We pre-create each custom field in the appropriate Zoho module using the API with the correct data type (text, number, picklist, date, currency) before migration data lands. Field-level validation rules can be added during or after migration.

Vaulta record association labels (e.g., 'Primary Contact', 'Billing Contact') that are not native Vaulta associations map to Zoho CRM related lists or a custom pick-list field on the linking lookup. We surface the label set in the migration plan so your Zoho admin decides whether to create a custom field or collapse labels into a single primary-flag field.