Migrate from Zoho CRM Plus to monday CRM

Zoho Leads map to Contact board items in Monday.com CRM. We use the Contact board as the target, preserving Lead_Status, lead source, and any custom lead scoring fields as Monday columns. Conversion tracking data (Converted Date, Converted Account ID) from Zoho migrates as custom columns but does not trigger a Monday-native conversion action, since Monday has no equivalent to Zoho's Lead-Contact convert flow.

Zoho Accounts map to Monday Organizations (a standard CRM entity in Monday.com). We map Account_Name, Industry, Website, Billing Address, and Phone as Organization columns. The Organization is created before any Contact import so that the Connect Boards link from Contact to Organization can be resolved at migration time.

Zoho Contacts map to Monday Contacts in the Contacts board. We preserve First Name, Last Name, Email, Phone, Title, and Contact Role on Deals. The Contact-to-Account relationship (which Zoho enforces as a lookup) maps to a Connect Boards column linking the Contact item to its parent Organization item. This wiring step must happen after both records exist, making Contacts the second phase of the import sequence after Organizations.

Zoho Deals map to a dedicated Deals board in Monday.com CRM. Deal Name, Amount, Closing Date, Stage, Probability, and Pipeline map to Monday columns. Zoho's Deal-Account and Deal-Contact lookups become Connect Boards columns linking the Deal item to its parent Organization and Contact items. Pipeline stages migrate as Status column values on the Deals board.

Zoho Activities (Tasks, Events, Call Logs) are split: Tasks and Calls become items on an Activity board with Status, Priority, Due Date, and Related-To columns; Meetings and Events migrate as Calendar items linked via a Connect Boards column or as updates on the parent record (Contact, Account, Deal). ClonePartner's technical guide recommends using item Updates rather than Activity board records to preserve the historical timeline, and Monday API version 2025-10+ supports preserving original update creation dates.

Zoho Products map to a Products board in Monday.com with columns for Product Name, SKU (Product_Code), Unit Price, Tax, and Description. Product bundles and pricing tiers from Zoho flatten into text columns on Monday because Monday lacks a native product bundle structure.

Zoho Campaigns map to a Campaign board in Monday with status, type, start/end dates, budget, and expected revenue as columns. However, campaign member tracking (which Contacts and Leads received a campaign) requires reconstruction via Monday automations because Monday has no native campaign audience list equivalent. We document the campaign audience lists for the customer to rebuild using Monday Groups or a third-party integration.

Zoho Cases (managed in Zoho Desk within CRM Plus) map to a Support board in Monday.com with Status, Priority, Channel, Assignee, and related Contact or Organization links via Connect Boards columns. Comment threads from Zoho Desk migrate as item Updates preserving the original comment author and timestamp.

Each Zoho custom module becomes a separate Monday board. We inspect the custom module schema via Zoho's API before migration to map field types: picklists become Status or Dropdown columns, currency fields become Numbers columns, date fields become Date columns, and lookup fields to other modules become Connect Boards columns. The Connect Boards wiring is the most time-intensive part of custom module migration because it requires a crosswalk table of Zoho record IDs to Monday item IDs built during the extraction phase.

Zoho subforms (e.g., line items on a Deal with Product, Quantity, Unit Price, Discount) have no native Monday equivalent. The two migration paths are: flatten into a long-text column formatted as structured text (loses structure but is immediately readable), or create subitems via Monday's subitem API (requires a separate GraphQL mutation after the parent Deal item exists and preserves individual line fields). The customer chooses the strategy during scoping.

Zoho attachments on records and in the Document Library export to cloud storage (S3 or equivalent) during migration. Files attach back to Monday items via file columns on the target board. ClonePartner's technical guide notes that attachment migration via API requires multipart file uploads — a separate and significantly slower process than item creation — and should be planned as its own migration phase after core data exists.