Migrate from Zoho CRM Plus to Odoo CRM

Zoho Accounts map to Odoo res.partner records with partner_type = 'company'. We preserve Industry, Website, Annual Revenue, Billing Address, and Shipping Address fields. Account Name becomes the partner's name field, and the Zoho Account ID is stored in a custom field x_zoho_account_id for reconciliation. Accounts must be imported first to satisfy the commercial_partner_id lookup that Odoo requires for Contact and Deal linkage.

Zoho Contacts map to Odoo res.partner records with partner_type = 'contact' and a commercial_partner_id reference to the parent Company. We resolve the Account-to-Company link by matching the Zoho Account lookup against the imported res.partner Company records. Contact Role on Deals migrates to a custom field on the Odoo opportunity. Tags on Zoho Contacts migrate as CRM tags in Odoo with a 10-tag maximum per record enforced by Odoo's tag model.

Zoho Deals map to Odoo crm.lead records with type = 'opportunity'. Stage maps to Odoo stage_id via a customer-confirmed stage name map. Amount, Closing Date, Probability, and Pipeline assignment migrate directly. The Deal's Account link resolves to the res.partner Company via commercial_partner_id; the Deal's Contact link resolves to the res.partner Contact via partner_id. We flag any Deals linked to inactive or missing Accounts for reconciliation before import.

Zoho Leads map to Odoo crm.lead with type = 'lead'. Lead_Status and conversion tracking data are preserved in custom fields on the crm.lead record. Unconverted Leads remain as Odoo leads until the customer's team qualifies and converts them manually. The Lead's email, phone, company name, and source information migrate with field-type mapping applied (text fields to char, currency amounts to float).

Zoho Tasks map to Odoo mail.activity linked to crm.lead records via res_id and res_model = 'crm.lead'. Zoho Events (meetings and calls) map to Odoo calendar.event with Start, End, Location, and Description preserved. Call logs from Zoho migrate as calendar.event with a custom type field set to 'call'. The related-to record (Contact, Account, or Deal) is resolved via the lead_id and partner_id references built during the earlier import phases.

Zoho Campaigns are marketing initiatives linked to Leads and Contacts. Odoo CRM does not have a native Campaigns module in the standard CRM app, so we configure Campaign migration based on the customer's goals: either as crm.lead records tagged with the campaign name (using Odoo's tag system), or as a dedicated crm.tracking.mass.mailing model if the customer also licenses the Mass Mailing app. Campaign type, status, start/end dates, budget, and expected revenue migrate as custom fields on the crm.lead or as crm.tag entries.

Cases from Zoho Desk in CRM Plus map to Odoo helpdesk.ticket records when the Helpdesk module is installed in the destination Odoo instance. Ticket status, priority, channel, assignee, and related Contact or Account migrate. Comment threads migrate as Odoo ticket messages via the mail.message model linked to the ticket. Zoho Desk-specific fields like SLAs and team routing are documented and mapped to Odoo Helpdesk team and ticket type equivalents.

Zoho Products map to Odoo product.product records with Standard Price Book entries created as product.pricelist.item during import. Product Code (hs_sku equivalent in Zoho) maps to product.product's default_code field. Unit Price, Tax, and Description migrate directly. Product bundles from Zoho map to Odoo product.pack models if the inventory module is also in scope; otherwise they migrate as standalone products with bundle structure documented separately.

Zoho Users (name, email, role, profile) map to Odoo res.users by email match. We resolve owners on Contacts, Deals, and Activities by matching the Zoho Owner email against the destination res.users records. Any Zoho Owner without a matching Odoo User is placed in a reconciliation queue for the customer's admin to provision before record import proceeds. Inactive Zoho users map to Odoo portal users or inactive res.users depending on the customer's preference.

Zoho tags on Accounts, Contacts, Deals, and Leads migrate as crm.tag records in Odoo CRM. Each record can carry up to 10 tags in Odoo. Tags with more than 10 values are split across multiple tag records or consolidated into a single compound tag string, with the customer's preference recorded during scoping. Tag names with special characters are normalized to Odoo's allowed character set.

Zoho file attachments on Deals, Contacts, and Cases export to cloud storage (S3 or equivalent) via the Zoho API and reattach to Odoo ir.attachment records linked via res_model and res_id. Large files exceeding Odoo's default attachment size threshold are either compressed, archived to external storage with a reference URL on the Odoo record, or excluded per the customer's storage budget. Zoho Document Library items migrate as ir.attachment with res_model = 'ir.attachment' or a custom document model depending on the customer's intended use.

Zoho custom modules migrate to Odoo custom models created during the schema design phase. We inspect the Zoho custom module schema via API before migration, create equivalent Odoo model definitions (with model name, field names, field types, and validation rules), and import the data through the Odoo RPC API. Lookup fields in Zoho custom modules that reference standard objects (Accounts, Contacts, Deals) are resolved via the foreign key IDs established during the standard object import phase.