Migrate from Wice CRM to Zoho CRM

Wice Organizations map to Zoho CRM Accounts. The Organization name becomes the Account Name field, domain fields map to Website, and the organization's primary address maps to the Account's mailing address. We export Organizations first and import them into Zoho before any Contacts are written so that the Account lookup is satisfied at the moment of Contact insert. Any Organization that is effectively a personal account (individual without a company) is flagged during scoping for the customer to decide whether it belongs in Account or Contact.

Wice Contacts map to Zoho Contacts. Standard fields (First Name, Last Name, Email, Phone, Mobile, Street, City, State, Postal Code, Country) migrate directly. The Wice Contact's link to its parent Organization maps to Zoho's Account Name lookup field. Wice's Category assignments (used for deduplication) migrate as a comma-separated text field or as a Zoho Multi-Select Picklist if the customer's category list is small enough. Owner assignment resolves by email match to Zoho Users.

Wice Deals map to Zoho CRM Potentials. Deal name becomes Potential Name, deal value maps to Amount, expected close date maps to Closing Date, and owner assignment resolves by email to Zoho User. The most critical mapping element is the pipeline stage: Wice allows full customization of stage names per installation, so we capture the actual stage values during discovery and map them explicitly to Zoho Potential Stage values before migration begins. Stage mapping errors are the primary cause of deal value misrepresentations post-migration.

Wice's custom stage names (for example, 'Qualification,' 'Proposal Sent,' 'Contract Review') map to Zoho's Potential Stage picklist. We configure Zoho's Stage values in the Pipeline Settings before migration, adding any Wice-specific stage names that do not have a Zoho equivalent. Stage probability percentages are captured from Wice if configured and mapped to Zoho's probability field per stage. Closed-Won and Closed-Lost statuses migrate as their own stage values with the respective closed date preserved.

Wice's native Projects module has no direct equivalent in Zoho CRM's standard object set. We create a custom Zoho CRM module called Projects with a matching field structure: Project Name, Description, Status (Active/Completed/On Hold), Start Date, End Date, Assigned To (User lookup), and any custom fields from Wice. Tasks inside Wice Projects migrate to a second custom module called Project Tasks with a lookup to the parent Project record, preserving the hierarchy. The customer chooses module names during scoping.

Wice Tasks that exist standalone (not nested inside Projects) map to Zoho Tasks. Subject maps to Subject, due date maps to Due Date, status maps to Status, priority maps to Priority, and the linked Contact or Deal resolves to a WhatId lookup in Zoho. Tasks linked to Wice Projects require the custom Project module to exist first before the WhatId can be resolved. Orphaned tasks (links to deleted records) are flagged in a reconciliation report for customer review.

Wice Campaigns map to Zoho Campaigns. Basic campaign fields (Campaign Name, Type, Status, Start Date, End Date) migrate directly. Advanced campaign properties from Wice Gold tier migrate as custom Campaign fields in Zoho. Campaign targeting and tracking data (sent/open/click history) is historical activity and cannot be fully reconstructed; we migrate the campaign record metadata and note in the handoff document that marketing analytics require rebuild in Zoho Campaigns or Zoho Analytics.

Wice Tickets map to Zoho Cases. Ticket Subject becomes Case Subject, ticket status maps to Case Status, priority maps to Priority, and the linked Contact or Organization resolves to the Contact Name or Account Name lookup in Zoho. Wice's custom ticket fields migrate as custom Case fields. Ticket numbering sequences in Wice are not preserved; Zoho auto-generates Case numbers starting from the standard sequence, which is noted in the handoff document for the customer's admin to review.

Wice Notes attached to Contacts, Organizations, Deals, Projects, or Tickets migrate to Zoho Notes linked to the corresponding Zoho record via the record's ID. Plain text content migrates directly; any rich formatting (bold, lists) may be simplified depending on the destination field type. Notes that reference deleted source records are flagged as orphaned and included in a separate reconciliation report.

Wice custom fields on Contacts, Organizations, Deals, and Projects migrate as custom fields in the corresponding Zoho CRM modules. We pre-create each Zoho custom field before data import, matching field types as closely as possible: text to Single-Line, textarea to Multi-Line, picklist to Picklist, date to Date, numeric to BigInt or Decimal. Any Wice picklist-style custom fields require value translation if the destination picklist has a different value set, which we handle during the field-mapping phase.

Wice Owner assignments on Contacts, Organizations, Deals, and Tasks resolve by email match to Zoho CRM User records. We extract the distinct owner list from Wice during export, match by email address against the Zoho destination User table, and hold any unmatched owners in a reconciliation queue. The customer's Zoho admin provisions missing Users before record import resumes, as OwnerId references are required on most standard object imports.