Migrate your ZeyOS data

Accounts are the primary company-level records in ZeyOS, linked to Contacts via a foreign key relationship. We map them 1:1 to the destination CRM's Companies/Accounts object and preserve any associated Addresses and Custom Fields.

Contacts store individual person records with name, email, and external data (extdata) fields including nickname and address fields. We import them with their relationship to the parent Account intact.

Leads are a distinct object in ZeyOS's CRM module. Where the destination CRM has no separate Lead object, we merge Leads into Contacts and preserve lead-specific status fields as a custom Contact property.

Items represent the inventory/product catalog with barcode, model, and custom fields. We map them to the destination's Products/Items object and preserve stock quantities from ZeyOS's automated inventory transaction logs.

Projects in ZeyOS Groupware contain Tasks, subtasks, and time entries. We map Projects as the top-level container and roll up child Tasks and time tracking data to the destination PM tool's equivalent structure.

Tasks belong to Projects and can have assignees, due dates, and status. We map them to the destination's Task object, preserving the parent-Project linkage and any custom workflow flags.

Tickets are ZeyOS's Helpdesk object with email integration and subject-line ticket-number association. We map them to the destination's Tickets/Cases and preserve conversations, attachments, and custom ticket fields.

Contracts represent subscription or service agreements tied to Accounts. We map the contract metadata and link it to the parent Account, but contract-specific terms and renewal rules may require manual review at the destination.

Files are stored in the files table with a record FK (for record attachments) or comment FK (for comment attachments). We export them by downloading binary blobs from the REST API and re-uploading to the destination, preserving MIME type and filename.

Users represent ZeyOS team members who own records, create files, and track time. We map them to Owners/Users in the destination CRM and flag inactive users for post-migration deactivation review.

These five financial objects form ZeyOS's billing pipeline. Invoices are audit-proof — once booked, they cannot be edited or deleted via the API. We preserve their read-only state and import them in chronological sequence to maintain ledger integrity.

Time entries track billable or non-billable hours against Projects, Tasks, or Tickets. We map them to the destination's Time Entries object and preserve the linked parent object and Owner assignment.

ZeyOS exposes custom fields via the fields table and the extdata JSON pattern in the REST API. We read the field definitions and map them to custom properties in the destination, applying the same data types and picklist constraints.

Activities capture engagements such as calls, emails, and notes linked to Accounts or Contacts. We map them to the destination's Activities/Engagements object and preserve timestamps and owner assignment.