Migrate from Zoho CRM Plus to Nutshell

Zoho Accounts map directly to Nutshell Companies. We preserve industry, website, address (billing and shipping), phone, annual revenue, and employee count where present. The Account Name becomes the Company name. We use Company name as the dedupe key during import and create the Company record before any Contact import so that the Person-to-Company relationship is satisfied at insert time. Multi-address Accounts are stored as a single Nutshell Company with the primary address migrated.

Zoho Contacts map to Nutshell People records with the Contact's Account resolved to the Nutshell Company record via the Company name dedupe key. We preserve name fields, email addresses, phone numbers, title, and the Contact Role on related Deals. Custom fields on Zoho Contacts migrate to Nutshell People custom fields where Nutshell supports an equivalent field type. Tags from Zoho migrate as Nutshell tags.

Zoho Leads require a design decision during scoping: if the customer's Zoho org uses Leads as unqualified prospects awaiting conversion, we map them to Nutshell People records with a Lead source tag or a custom Lead Status field. If the org uses Leads and Contacts interchangeably, we map them 1:1 to Nutshell People. We preserve Lead_Status and conversion tracking data in a custom field for audit. The split rule is confirmed during discovery before migration begins.

Zoho Deals map to Nutshell Deals with Stage, Amount, Closing Date, Probability, and Pipeline preserved. Deal Name migrates directly; the linked Account resolves to the Nutshell Company via Company name lookup. Nutshell does not support multiple pipelines per account by default; we map the primary Zoho pipeline to Nutshell's pipeline and document any secondary pipelines for manual reconfiguration. Loss reason and win reason from Zoho custom fields migrate as Deal notes or custom fields if configured.

Zoho Tasks and Events map to Nutshell Activities linked to the relevant Person or Company. Call logs, meeting records, and task entries preserve the related-to record (Contact, Account, Deal), due date, status, and owner. Nutshell Activities do not support the same multi-channel engagement depth as Zoho; we map the standard fields and document any Zoho-specific activity types (e.g., social interactions) as notes for manual entry post-migration.

Zoho Campaigns map to Nutshell Campaigns with type, status, start/end dates, budget, and expected revenue preserved. Campaign member associations to Leads and Contacts migrate as Nutshell Campaign recipients linked to the corresponding Person records. Active campaign counts and member totals are preserved for reporting continuity.

Zoho Products migrate to Nutshell Products with product code, name, unit price, tax information, and description preserved. Product bundles in Zoho are decomposed to individual Nutshell Product entries with bundle metadata stored as a custom field. Products are migrated before Deals so that line item lookups resolve correctly during Deal import.

Zoho tags on Contacts, Accounts, and Deals migrate as Nutshell tags on the corresponding records. Zoho supports multiple tags per record; Nutshell supports a tag field that can hold multiple comma-separated or multi-select values. We deduplicate tags during the transform phase and preserve the full tag list per record. Tags used for classification migrate as-is for reporting continuity.

Zoho custom modules require a schema inspection via the Zoho API before migration. If the custom module represents a distinct entity (e.g., Projects, Subscriptions), we map it to a set of custom fields on the relevant Nutshell standard object (Deal, Company, or Person) rather than a standalone module, since Nutshell does not support custom objects. Custom field types (lookup, picklist, currency, date) are converted to Nutshell's supported field types during the transform phase. Formula and Autonumber fields cannot be recreated in Nutshell and are documented for manual post-migration creation.

Zoho Users map to Nutshell Users by email match. We extract every distinct owner referenced on Contact, Account, Deal, and Activity record and match by email against the Nutshell destination account. Owners without a matching Nutshell User go to a reconciliation queue for the customer admin to provision before record import resumes. Active/inactive status and role assignments are preserved where Nutshell supports equivalent fields.