Migrate from Zoho CRM to monday CRM

Zoho Leads map to Monday.com CRM People board items with a Lead Status dropdown column capturing the Zoho Lead_Status field. The original Zoho lead score, lead source, and rating migrate to numeric and dropdown columns on the item. We sequence Leads before Contacts in the migration order because Monday.com CRM People board items may be classified as Leads or Contacts via a status column; converting a Lead to Contact in Monday.com is an in-app action the customer's admin performs after migration.

Zoho Contacts map to Monday.com CRM People board items classified as Contacts. The Contact-to-Account lookup resolves by importing Accounts first, then populating the Organization column on the People item during Contact upsert. Multi-address records (Zoho supports shipping and billing addresses separately) map to address columns on the People item. We preserve the original Zoho Contact_ID in an external ID column for relationship reconciliation.

Zoho Accounts map to Monday.com CRM Organizations board items. The Account Name maps to the Organization name column, Website maps to a link column, Industry maps to a dropdown column, and Phone maps to a phone column. We import Accounts before Contacts to satisfy the Organizations column lookup on People items. Account_ID from Zoho becomes an external ID on the Organizations item for cross-board relationship resolution.

Zoho Deals map to Monday.com CRM Deals board items. The Deal name maps to the item name, Amount maps to a number column, Closing Date maps to a date column, Stage maps to a status dropdown mirroring Zoho's pipeline stage names, and Owner maps to the Person column by resolving Zoho Owner email to Monday.com team member email. Multi-pipeline Zoho setups require separate Deals boards in Monday.com if the customer wants full pipeline isolation; otherwise, a Pipeline dropdown column scopes stage values per deal type.

Zoho Products map to items in a dedicated Products board. Standard fields (Product_Code, Unit_Price, Quantity_Unit) map to SKU, Number, and Text columns. We import Products before Quotes and Sales Orders to satisfy product reference lookups at migration time. Price book support in Zoho does not have a direct Monday.com equivalent; we flatten price book entries into a Price column per product variant.

Zoho Quotes and Sales Orders are subform-heavy modules with line items referencing Products. We map the parent Quote to a Deals board item and the line items to Subitems on that item. Each Subitem carries the product name, quantity, unit price, and total as columns. Invoice migration follows the same pattern. We do not migrate Zoho's PDF attachments for these documents; we flag the document set and recommend the customer download them from Zoho before the migration window closes.

Zoho activity records (Tasks, Events, Calls) do not have a direct Monday.com CRM equivalent as standalone objects. We migrate open and historically relevant activities as Updates on the linked People or Deals board item, with the activity type, date, description, and outcome recorded in update text. Closed/locked activities migrate as Subitems on the linked item with a status column. Activity assignment to team members maps by resolving Zoho Owner email to Monday.com user email.

Zoho custom modules are discovered during scoping via the GET /settings/fields endpoint. We introspect the custom module's field metadata, map field types to Monday.com column types (text, number, date, dropdown, checkbox, link, etc.), create a new board with those columns, and import the records as items. Lookup relationships from custom modules to standard modules (Contacts, Accounts, Deals) resolve by importing the standard module first and populating the connected Organization or People column on the custom board item at upsert time.

Zoho attachments stored via the Attachments API do not export via CSV and require a separate API fetch per parent module. We fetch attachments using Zoho's file download endpoint, store them temporarily, and upload them to Monday.com using the file column on the relevant board item. File size limits follow Monday.com's attachment constraints. We do not migrate email attachments embedded in Zoho Email Messages; those require a separate email history migration scope.

Zoho tags are cross-module label objects that export with the parent record. We parse tag arrays from the Zoho export, create a Tags multi-select column on each destination board, and populate the tag values at import. The customer chooses during scoping whether to consolidate tags into a single multi-select per board or use Monday.com Labels (board-level tagging) for cross-board classification.