Migrate from Yardi to Zoho CRM

Yardi properties map 1:1 to Zoho CRM Accounts. The property name becomes Account Name, the street address maps to Billing Street, city/state/ZIP map to Billing City/State/Postal Code, and property type (residential/commercial) is preserved as a custom pick-list field Property_Type__c on the Account record.

Yardi tenant records map to Zoho CRM Contacts. The resident's first name, last name, email, phone, and move-in date migrate as Contact fields. Each Contact is linked to the Account (property) via the Account Name lookup. A custom pick-list field Contact_Role__c is set to 'Tenant' for all migrated residents.

Yardi records for people who inquired about a unit but have not signed a lease map to Zoho CRM Leads. The lead's name, email, phone, and source channel (referral, website, walk-in) migrate directly. Lead status is set based on Yardi's prospect stage field — 'New Inquiry' becomes 'New', 'Touring' becomes 'Contacted'.

Yardi lease agreements are the most complex object to translate. Each lease maps to a Zoho CRM Deal, with the property address as the Deal name, the monthly rent as the Deal Amount, and lease start/end dates stored as custom datetime fields (Lease_Start__c, Lease_End__c, Rent_Due_Day__c). Security deposit amount is stored as Deposit_Amount__c. The Deal is linked to the Account (property) and the Contact (tenant) via Zoho's standard lookup relationships.

Yardi owner records (individuals or entities who own the property) map to Zoho CRM Accounts but are tagged with a custom pick-list field Account_Type__c = 'Property Owner'. Owner entity name goes into Account Name, the owner's mailing address maps to Billing Address fields, and any owner portal login email is stored as Owner_Portal_Email__c for reconciliation.

Yardi vendor records (maintenance contractors, landscapers, attorneys) map to Zoho CRM Accounts with Account_Type__c = 'Vendor'. Vendor category (electrical, plumbing, legal) migrates as a custom pick-list Vendor_Category__c. Primary contact name and email at the vendor company become a linked Contact record under the vendor Account.

Yardi's rent payment ledger does not map to any native Zoho CRM object. We create a custom module called 'Rent_Payments__c' with fields for Payment_Date__c, Amount_Paid__c, Payment_Method__c, Late_Fee_Applied__c, and Lease_ID__c (lookup to the Deal). Historical payments are bulk-imported via Zoho's Bulk Write API. Current and future payments can be synced via Zoho Books integration post-migration.

Yardi maintenance tickets map to Zoho CRM Tasks (for simple tracking) or Cases (if your workflow requires status escalation). Priority maps to Zoho's Task Priority field (High/Medium/Low). The property (Account) and unit number are linked via lookups. Work order description migrates as Task Subject, and the assigned vendor links to the vendor Account record.

Yardi units within a property (e.g., 'Apt 201', 'Suite 100') are sub-records under each property. In Zoho CRM, units can be represented as a subform on the Account (Units subform with fields Unit_Number__c, Bedrooms__c, Bathrooms__c, Square_Footage__c, Market_Rent__c) or as separate Account records with a Parent Account relationship if the CRM team prefers a flat structure.

Yardi's notice log (lease renewal notices, eviction filings, inspection records) migrates as Zoho CRM Notes attached to the relevant Deal or Contact record. Timestamps and notice type are preserved in the Note body for audit continuity. Zoho's Notes API supports rich-text formatting and file attachments for supporting documents.

Yardi Voyager custom tables (defined in Custom Tables in the admin menu) require schema discovery via ySQL before migration. Each custom table maps to either a new Zoho CRM custom module or custom fields on an existing module, depending on the table's relationship to properties or tenants. Custom table field data types are matched to Zoho field types (text, number, date, pick-list, lookup).

Yardi owner financial statements and portfolio performance reports are PDF or rendered outputs that do not have a data migration path into Zoho CRM. These remain in Yardi (or are exported as PDFs) for archival purposes. Zoho CRM's reporting module rebuilds portfolio-level insights using the migrated Account, Deal, and custom Rent_Payments__c data.