Migrate from Workbooks to Zoho CRM

Workbooks Organisation records map to Zoho CRM Accounts. The Organisation Name becomes the Account Name; registered address fields map to Mailing Street, City, Country, and Postal Code. Industry classification from Workbooks maps to the Zoho Industry picklist. We extract the Organisation ID to serve as a reference anchor during People import so that the Contact-to-Account lookup is satisfied at insert time rather than resolved in a second pass.

Workbooks People records map to Zoho CRM Contacts. The Organisation lookup field resolves to the Account ID established during the Organisation import pass. We map salutation, first name, last name, email, phone, mobile, and job title to the corresponding Zoho Contact fields. People records that represent duplicate or test entries are flagged during data audit and excluded from the active migration set.

Workbooks Opportunities map to Zoho Deals. The Opportunity name becomes Deal Name; expected close date, stage, probability, and value migrate directly. The Organisation lookup resolves to the Account ID; owner assignment maps by email match to the Zoho CRM User. Stage names are remapped using a customer-approved stage mapping table during scoping so that the Zoho pipeline view reflects the original Workbooks sales process.

Workbooks Cases map to Zoho CRM Cases. We extract case status (Open, Closed, Waiting on Customer, In Progress), priority (Low, Medium, High, Urgent), assigned user, related Organisation, description, and all case activities. Status and priority values are remapped to the Zoho Case Status and Priority picklists per the customer's configuration choice. Open cases and resolved cases migrate in full; case history activity records become Zoho Case Activities.

Workbooks Quotations map to Zoho CRM Quotes on all Zoho CRM paid tiers. The quotation header (related Organisation, owner, validity date) migrates to the Quote; quotation line items (product, quantity, unit price, discount) map to Quote Line Items tied to the Quote. If the customer also licenses Zoho Books or the Inventory module, we map to the Quotes module for continued CPQ use. Quotations are only available if the Workbooks subscription is on CRM tier or above; Business tier adds Invoice and Order objects.

Workbooks Invoice records are available on the Business and Business Pro tiers only. We extract invoice header data, line items, payment status, and credit note associations. The Invoice-to-Organisation link resolves via the Account ID established in the Organisation pass. Invoices are mapped to Zoho Books Invoices if the customer licenses Zoho Books, or to the Zoho CRM Inventory module Quotes module on a best-effort basis. Invoice PDFs attached to Workbooks records are downloaded separately and reattached as Zoho Documents.

Workbooks Sales Orders and Purchase Orders are available on the Business tier and above. We extract order headers, line items, and status. The order-to-Organisation link is preserved as an account reference. In Zoho CRM, Sales Orders require the Inventory module or Zoho Books; we configure the mapping accordingly during scoping. Orders without an active Zoho inventory module are mapped as Quote records with an order-status custom field to preserve the data.

Workbooks Activities represent logged calls, emails, meetings, and tasks linked to an Organisation or Person. We extract activity type, date, duration, subject, description, and owner. Activity history is bulk-extracted and loaded into Zoho CRM Activities in record-dependency order after Contacts and Accounts are present. The WhoId (Contact) and WhatId (Account or Deal) references are resolved at migration time using the imported record IDs.

Workbooks Campaigns track marketing initiatives and their associated leads and People memberships. We extract campaign name, status, start and end dates, type, and budget. Campaign member associations (which leads and People are part of which campaign) migrate as Zoho Campaign Members with Member Status mapped to the Zoho Campaign Member Status picklist.

Workbooks Lead records hold pre-conversion prospect data with lead source, status, rating, and assigned owner. We extract all standard lead fields and custom fields defined on the Workbooks Lead record type. Leads that were already converted in Workbooks are represented as Contacts with a custom field lead_converted_date__c; unconverted Leads migrate as Zoho Leads directly. The original Workbooks lead status maps to Zoho Lead Status using the customer's approved status mapping table.

Workbooks Contract records hold agreement details, related Organisation, start and end dates, and renewal terms. Zoho CRM does not have a native Contracts module on Standard and Professional tiers; we map contract metadata to a custom Contract section on the related Account or Deal record, including start date, end date, contract value, renewal type, and renewal reminder settings. If the customer licenses Zoho CRM Enterprise or Ultimate, the native Contracts module can be activated and contracts migrate directly.

Workbooks supports custom fields of types text, number, date, dropdown, checkbox, file upload, and iFrame. We enumerate every custom field per record type using a read-only admin login during scoping because Workbooks provides no unified schema export. Text, number, date, dropdown, and checkbox custom fields map to Zoho CRM custom fields of the equivalent type. File upload fields require separate binary extraction and re-upload to Zoho CRM Attachments. iFrame fields store only a URL reference; we export the URL as a text field in Zoho rather than attempting to render the embedded content.