Migrate from Zinc to Zoho CRM

Zinc Candidate records map directly to Zoho CRM Leads. Each candidate becomes a Lead with the candidate name, contact details, and job-applied-for stored in standard Lead fields. If the candidate was already converted in a prior Zoho setup, the record routes to Contact instead.

Candidate email in Zinc maps to the standard Email field on Zoho CRM Lead. This field serves as the primary lookup key for deduplication across the migration and is used to match reference contacts to their corresponding Zoho Lead record during the task linking phase. FlitStack validates email format before import to prevent validation errors in Zoho.

Candidate phone number from Zinc migrates to the Phone field on Zoho Lead. Mobile numbers where available migrate to the Mobile field if Zoho has that field active on the Lead layout for the account. If Mobile is not enabled, it appends to the Phone field with a prefix indicator.

Each Zinc Reference Check becomes a Zoho Task linked to the Lead. Custom fields on the Task carry the reference contact name, relationship to candidate, check type, status, and outcome score. This preserves the check history without requiring a custom module.

Zinc stores the reference contact's name as a sub-field of the Reference Check. In Zoho, this becomes a custom text field (Referee_Name) on the Task. Must be created in Zoho before migration — field label becomes API name Referee_Name in camelCase.

Zinc check status values map to Zoho Task status values: 'Pending' → 'Not Started' or 'In Progress' depending on whether the check was initiated, 'Complete' → 'Completed', 'Failed' → 'Not Completed' with a custom flag. Value-by-value mapping required for accuracy.

Zinc supports multiple check types per candidate, including employment verification, education verification, criminal background, and personal reference checks. Each type becomes a separate Task with Check_Type__c custom pick-list set to the source type value. Teams with three check types get three tasks per candidate in Zoho, linked to the same parent Lead.

Zinc records the date a reference was completed as part of the check workflow. This date migrates to a custom datetime field Verified_Date__c on the Task to preserve the completion timestamp. Zoho's native Due Date is set to the check submission date, not the completion date, to preserve the workflow timeline for task scheduling purposes.

Zinc calculates or stores a reference score based on the reference response. This migrates as a custom numeric field Check_Score__c on the Task. If Zinc uses a 1–5 rating scale, the numeric value transfers directly. If it uses a descriptive rating, a pick-list is created in Zoho with the same values.

The company or position the candidate applied to in Zinc maps to the Company Name field on the Zoho Lead. This field is searchable and used for Lead segmentation by hiring department, enabling recruiters to filter candidates by target employer or job function within Zoho reports.

Zinc records which recruiter or team member submitted the candidate record for background checking. Owner resolution in Zoho matches the submitting user's email to an active Zoho user account. Unmatched owners are flagged in the pre-flight report and assigned to a fallback user before migration commits to prevent orphaned records.

Zoho's native CreatedDate is set at migration execution time and reflects when the record enters Zoho. The original candidate creation timestamp from Zinc is preserved in a custom datetime field Original_Created_Date__c to maintain reporting continuity on hiring velocity and candidate aging metrics post-migration.

Zinc's internal candidate ID is stored as Source_System_ID__c on the Zoho Lead for full traceability across migration runs, delta-run deduplication to prevent duplicate records, and complete audit trail if a correction run is needed to reconcile any data discrepancies discovered after initial migration.

Zinc file attachments including PDF reports, resume uploads, and verification documents re-upload to Zoho CRM as Attachments on the Lead record. Zoho's per-file size limit is 10 MB for Standard plans and 25 MB for higher tiers. Large PDF reports may require compression before upload to comply with size restrictions.