Migrate from Weave to Zoho CRM

Weave contacts migrate 1:1 to Zoho Contacts with every standard field mapped directly. Address fields are normalized from Weave's multi-line text format into Zoho's structured Street, City, State, and Postal_Code fields. Any contact without an email is flagged for review before the final import runs.

Weave companies map to Zoho Accounts. Contacts linked to multiple Weave companies require a primary-company rule in Zoho; additional company associations are recorded in Zoho Account fields or held as a custom multi-select reference field for reconciliation after go-live. During migration planning, your team will define which company should be designated as the primary account for each contact based on revenue attribution or relationship priority.

Weave deals transfer to Zoho Deals with stage names mapped via a value-by-value table between Weave pipeline stages and Zoho Deal stage pick-list values. If Weave uses a single pipeline, it maps to one Zoho Sales Pipeline; multiple Weave pipelines require multiple Zoho pipelines or a custom Stage field.

Weave appointment records become Zoho Events with Subject, Start_DateTime, End_DateTime, and Description preserved. The appointment type (new patient, hygiene, surgery) maps to a Zoho custom pick-list field if Zoho Events' default Type field is insufficient. Location data migrates to the Event's Venue field or a custom address field.

Weave user records are matched to Zoho users by email address. Unmatched Weave owners are flagged with a User_Migration_Status custom field so you can decide whether to create new Zoho users, map to existing users, or assign records to a fallback owner before the full migration runs.

Communication history (call logs, SMS threads, email activity) migrates as Zoho Activity records linked to the parent Contact or Account. Each activity preserves the original timestamp, direction (inbound/outbound), and owner. Rich-media content within messages is summarized or linked via URL reference.

Weave file attachments on contacts, companies, or appointments are downloaded and re-uploaded to Zoho CRM Attachments linked to the corresponding record. File size limits and format restrictions from Weave's storage are handled during the download step; any unsupported file type is noted in the migration report.

Weave tags applied to contacts and companies are extracted as a list of values and created as a Zoho Multi-Select pick-list field (Weave_Tags__c). Each record receives the matching tag values. System-level labels are mapped as single-select fields where appropriate. Tag frequency is audited before migration to decide whether to include low-frequency tags.

Every Weave custom property maps to a Zoho custom field on the equivalent module. Data types are matched: Weave text fields become Zoho Single_Line or Multi_Line fields; date fields become Zoho Date fields; numeric fields become Zoho Number fields. Required-field constraints are evaluated post-migration and adjusted in Zoho.

Weave tasks and to-do items transfer to Zoho Tasks, preserving Subject, Due_Date, Status, Priority, and the linked Contact or Company. Completed vs. open status maps directly. Tasks without a due date receive a null date in Zoho and are flagged for review.