Migrate from Wealthengine to Zoho CRM

WealthEngine individual profiles map directly to Zoho CRM Contacts. The profile's name, email, phone, and address fields align to standard Zoho Contact fields. WealthEngine's screening data (net worth, giving scores) migrates as custom fields on the Contact record. The profile's original create date preserves as a custom datetime field since Zoho's CreatedTime is set at import time.

If WealthEngine data includes unconverted prospects with minimal engagement history, those records route to Zoho CRM Leads rather than Contacts. WealthEngine does not have a native lead/contact split — FlitStack applies your specified rule: records with no associated Deals or gift history become Leads; records with giving history become Contacts.

WealthEngine profiles may include employer or affiliated organization data. These map to Zoho CRM Accounts using the organization name as Account Name. If WealthEngine does not store organization data separately, individual profiles import as Contacts without a parent Account — you assign the Account relationship in Zoho post-migration.

WealthEngine captures charitable giving history, estimated annual donations, and foundation affiliations. These have no native Zoho CRM equivalent — they migrate as custom fields (e.g., Estimated_Annual_Donation__c, Foundation_Board_Member__c) on the Contact or Lead record. Custom fields must be created in Zoho before the migration run.

WealthEngine returns Total Assets, Net Worth, and Cash on Hand as separate attributes. These map to Zoho CRM custom currency or number fields (e.g., Total_Assets__c, Net_Worth_Estimate__c). WealthEngine does not provide exact net worth — values are ranges — so the custom field in Zoho stores the range string or midpoint value based on your preference.

WealthEngine's proprietary Propensity to Give score is a normalized value (0–100 or letter grade) indicating likelihood to donate. Zoho CRM has no native equivalent. This migrates as a custom pick-list or number field (P2G_Score__c) on Contact and Lead. Zoho's own lead scoring rules (available on Enterprise and Ultimate) can be configured post-migration to supplement or override this score.

WealthEngine's Gift Capacity Rating is a categorical score (e.g., Low, Medium, High, Ultra-High). Zoho CRM requires a custom pick-list field to receive this value. Each WealthEngine rating value maps to the corresponding Zoho pick-list value — if Zoho's pick-list does not have matching values, FlitStack creates the necessary pick-list options during schema setup.

WealthEngine records when a profile was last screened or enriched. This timestamp preserves as a custom datetime field (Last_Screened_Date__c) since Zoho's system-modifiable fields do not store the source system's event time. Original screening dates are critical for fundraising teams tracking data freshness.

WealthEngine assigns a unique profile ID to each individual record. This ID migrates as a custom text field (Source_System_ID__c) on the Zoho Contact or Lead. The ID enables delta-pickup: if the same individual is re-screened in WealthEngine post-migration, the ID allows FlitStack to match and update the Zoho record without creating duplicates.

WealthEngine's RFM rating combines recency of giving, donation frequency, and monetary value into a composite score. Zoho CRM has no native RFM equivalent — this migrates as a custom pick-list or text field (RFM_Rating__c). Zoho CRM's custom reports can be configured to slice contacts by RFM bands post-migration.

WealthEngine captures behavioral inclination scores for charitable giving and organizational affiliation. These map to Zoho CRM custom pick-list fields (Giving_Inclination__c, Affiliation_Inclination__c). Value-by-value mapping aligns WealthEngine's scale (e.g., Very Low to Very High) with Zoho pick-list options you specify before migration.

WealthEngine flags individuals with documented planned giving vehicles (bequests, charitable annuities, trusts). Zoho CRM has no native planned-giving flag — these migrate as custom multi-select pick-list fields (Planned_Giving_Type__c) on Contact, enabling fundraising teams to filter major gift prospects by planned giving status.

WealthEngine includes real estate ownership data as part of its wealth attribute set. This maps to Zoho CRM custom fields (Real_Estate_Value__c, Property_Count__c) on Contact. If multiple properties are associated with one profile, FlitStack migrates summary values — detailed property records require a separate subform or custom module in Zoho.

WealthEngine does not natively track outreach activities — it is a data enrichment platform, not a CRM. If your organization logged manual activity records in WealthEngine (e.g., call notes, screening request logs), those migrate to Zoho CRM Tasks or Events with the original timestamp and owner preserved. Activity records without a timestamp default to the import date.

WealthEngine delivers batch screening results as file exports (CSV, XLSX) or API responses. FlitStack ingests these exports, transforms the column structure to match Zoho CRM field names (including custom field API names), and loads via Zoho's Bulk API for large datasets or the standard import wizard for smaller sets. The Bulk API supports up to 200,000 records per job.