Migrate from Vonigo to Zoho CRM

Vonigo Customers are the primary contact record. We split by service status: active or recurring customers with invoices map to Zoho Contacts; one-time or prospective customers map to Zoho Leads. Email domain and invoice history determine routing — your team confirms the split criteria before migration runs.

Vonigo Company records — business customers with multiple locations or contacts — map directly to Zoho Accounts. Parent-child company relationships in Vonigo transfer via the Parent Account lookup field in Zoho, preserving organizational hierarchy. Multi-location accounts require the parent record migrated first to ensure child location records resolve their parent lookup correctly. Territory and routing data from Vonigo requires custom field creation on the Account module for territory assignment preservation.

Vonigo Bookings represent field-service jobs. We map them to Zoho Tasks for activity tracking (with original start/end times preserved) and optionally to Deals when the booking has a monetary value that should drive revenue reporting. Your team chooses whether to create Deals per booking or aggregate bookings under an Account-level deal.

Vonigo booking statuses (Scheduled, In Progress, Completed, Cancelled) map to Zoho Deal stage values. Each Vonigo status gets a corresponding Zoho stage, and stage probabilities are applied based on Zoho's stage configuration. Cancelled bookings can be migrated as closed-lost or filtered out per your instruction.

Vonigo Invoices map to Zoho Invoices using the same invoice number, line items, totals, and payment status. Invoice-to-Contact and Invoice-to-Account lookups are resolved during migration. Tax amounts and discount flags transfer as line-item attributes. Vonigo payment terms map to Zoho's Due Date calculation.

Vonigo Payments record settlement against invoices. We map them as Zoho Notes with payment metadata (amount, method, date, reference number) attached to the corresponding Invoice or Contact record. Payment method (credit card, ACH, cash) is stored as a custom field on the note for reconciliation reference.

Vonigo Service definitions (what gets priced and booked) map to Zoho Products. Product name, unit price, and description transfer directly. Service variants in Vonigo (e.g., residential vs. commercial cleaning) map to Zoho Product categories or variants depending on your Zoho configuration.

Vonigo Estimates map to Zoho Quotes linked to the corresponding Deal or Contact. Quote line items reference the migrated Products. Quote expiry dates and status (Accepted, Rejected, Expired) transfer as Quote fields. Custom estimate fields map to Zoho custom fields on the Quote module.

Vonigo custom properties on Customers (e.g., preferred service frequency, property type, account tier) require Zoho custom field creation on the Contact or Lead module. We generate the field creation plan with API names, data types, and pick-list values before migration, so the fields exist before data lands.

Booking-level custom properties (e.g., equipment required, special instructions, crew assignment) map to custom fields on the Zoho Task or Deal. Multi-select pick-list values in Vonigo require value-by-value mapping in Zoho picklists. We flag any Vonigo property types Zoho doesn't support (e.g., rich text) for custom field type selection.

Vonigo attachments on bookings — photos, signed forms, work orders — are downloaded and re-uploaded to the corresponding Zoho Task record. File size limits apply: Zoho caps individual attachments at 20 MB. We batch large attachments and surface any that exceed the limit for manual handling.

Vonigo staff members (dispatchers, technicians, admin) are resolved to Zoho CRM users by email matching. Unmatched users are flagged before migration — your team either creates the Zoho user account first or assigns their records to a fallback owner. Vonigo role names are preserved as a custom field on Zoho User records for reference.

Vonigo routing territories have no native Zoho CRM equivalent. We preserve territory assignments as a custom pick-list field on Accounts or Contacts. If territory drives assignment rules in Zoho, we document the mapping so your admin can configure Zoho's assignment rules post-migration.

Vonigo Workflows (scheduling rules, dispatch triggers, invoice automation) do not migrate. We export your Vonigo workflow definitions as a Zoho-compatible rebuild reference document, noting triggers, conditions, and actions. Zoho Blueprint and workflow rules must be manually reconstructed by your admin or a Zoho partner.

Vonigo's customer-facing online booking portal has no direct Zoho CRM equivalent. Zoho Forms or Zoho Bookings can approximate the intake form, but booking confirmation workflows and service-type routing must be rebuilt. We map the field structure from your Vonigo form as a Zoho Form template for admin reference.