Migrate from ZeyOS to Zoho CRM

ZeyOS Accounts are the primary company-level records and map directly to Zoho CRM Accounts. We preserve the ZeyOS account ID as a custom field zeyos_id__c for reconciliation, and resolve the Account-Contact foreign key relationship by creating Account records before any Contact import so that the parent Account lookup is satisfied at Contact insert time.

ZeyOS Contact records with their extdata nickname and address fields map to Zoho CRM Contacts linked to the parent Account. We extract every distinct ZeyOS account FK referenced on Contact records and confirm the corresponding Zoho Account exists before Contact import begins. Email uniqueness is validated as the dedupe key during Zoho import.

ZeyOS Leads are a distinct CRM object. We map them to Zoho CRM Leads preserving lead-specific status fields as custom properties. Zoho's Lead Conversion mapping must be configured during scoping so that converting a Lead to a Contact automatically populates the linked Account and Contact fields. We preserve the original ZeyOS lead status as a custom field zeyos_lead_status__c.

ZeyOS Items (inventory/product catalog with barcode, model, and custom fields) map to Zoho CRM Products. The ZeyOS Items table includes stock quantities from ZeyOS's automated inventory tracking, which we carry as custom fields or map to Zoho Inventory modules if the customer licenses that add-on.

ZeyOS financial documents (quotes, orders, deliveries, invoices) map to their Zoho CRM equivalents. Invoice chronology is critical: ZeyOS marks invoices as immutable once booked. We sequence invoice imports in strict chronological order using the creationdate epoch timestamp and flag any out-of-sequence invoices for manual review before import to prevent locked-record conflicts. Customers must confirm invoice chronology during scoping.

ZeyOS Projects (top-level containers with Tasks, subtasks, and time entries in Groupware) have no direct Zoho CRM equivalent. For CRM-scope migrations we map Projects to Zoho Tasks with a custom project_reference__c field and link time entries as related Notes or Tasks. If the customer licenses Zoho Projects separately, we map to the full Projects module. We document the full Project-Task hierarchy during scoping.

ZeyOS Tasks linked to Projects, Accounts, or Contacts map to Zoho CRM Tasks. Parent-Project linkage is preserved via the custom project_reference__c field. Assignee resolution maps ZeyOS user IDs to Zoho CRM users by email match. Due dates and status migrate directly with epoch timestamps converted to Zoho datetime format.

ZeyOS Tickets (helpdesk module with email integration and subject-line ticket-number association) map to Zoho CRM Cases. Ticket conversations migrate as EmailMessage records linked to the Case. Custom ticket fields (priority, category, source channel) map to Zoho custom Case fields. We flag any ticket attachments for WorkDrive upload.

ZeyOS Contracts (subscription or service agreements tied to Accounts) map to Zoho CRM Contracts with contract metadata (start date, end date, value) and a link to the parent Account. Contract-specific terms and renewal automation rules require manual setup in Zoho; we document the full contract inventory with renewal dates during scoping.

ZeyOS Users (team members who own records, create files, and track time) map to Zoho CRM Users. We resolve by email match. Any ZeyOS User without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision. Inactive ZeyOS users are flagged for post-migration deactivation review.

ZeyOS Activities (engagements such as calls, emails, and notes linked to Accounts or Contacts) map to Zoho CRM Activities. Epoch timestamps are explicitly converted to ISO 8601 datetime strings. Calls map to Tasks with TaskSubtype=Call; emails map to Tasks with email body preserved; meetings map to Events with attendee resolution.

ZeyOS Time Entries (billable or non-billable hours against Projects, Tasks, or Tickets) map to Zoho CRM Tasks or a custom Time Entries layout depending on the customer's Zoho edition. We preserve the linked parent object (Project, Task, or Ticket reference) and Owner assignment. Customers licensing Zoho Projects or a time-tracking app receive a full time entry inventory.