Migrate from Zoho CRM to Nutshell

Zoho Leads map to Nutshell People records. We apply a scoping-stage rule based on Zoho Lead Status or Lifecycle Stage to determine whether the migrated Lead should be treated as a prospect (unqualified) or customer (qualified). Zoho's Lead fields including Phone, Email, Company, Last_Name, and any custom fields map to equivalent Nutshell People fields. Zoho Lead Source maps to Nutshell's Source field or a custom picklist. The original Lead creation date migrates as a custom field rather than overwriting Nutshell's native created_at timestamp.

Zoho Contacts map to Nutshell People records. The key mapping decision is whether a Zoho Contact that was converted from a Lead should inherit the same People record or create a new one. We use Zoho's CONTACT_ID as an external ID to upsert rather than re-create, avoiding duplicates when both a Lead and a Contact exist for the same person. Account lookup on the Zoho Contact maps to a Nutshell Company record via the Account ID resolution. Email, phone, address, and custom fields map directly; multi-select picklists map to Nutshell tag values.

Zoho Accounts map to Nutshell Companies. We extract Account_Name as the Company name, Website as the domain field, and Industry as a custom field or category. Account-to-Contact relationships are preserved by sequencing Account import before Contact import so that the Company lookup is available at Contact insert time. Multiple address records on Zoho Accounts are consolidated into a single Nutshell Company address with the primary address prioritized.

Zoho Deals map to Nutshell Deals with Stage, Amount, Closing Date, and Owner preserved. Zoho's pipeline and stage names map to Nutshell's stage values. If Zoho multi-pipeline is in use (Professional tier or above), we consolidate all pipelines into Nutshell's single pipeline structure and document which stages belong to which original pipeline in a custom field for reporting continuity. Closed-Won and Closed-Lost statuses migrate with the original reason if captured as custom fields.

Zoho Products map to Nutshell Products. Product_Code maps to the Nutshell Product Code field; Product_Name maps to the Name field; Unit_Price maps to Price. We migrate Products before any Quote or Sales Order subform data so that product references resolve at migration time. Nutshell Products are linked to Deals via Product Line Items.

Zoho activity records (Tasks, Events, Calls) map to Nutshell Activity records. We preserve the parent linkage by resolving the Zoho CONTACT_ID or ACCOUNT_ID to the corresponding Nutshell People or Company external ID at migration time. Task Status, Priority, Due Date, and Subject map directly; Call duration and disposition migrate to custom Activity fields if present in Zoho. Activity timestamps preserve the original Zoho created_at date to maintain timeline continuity.

Zoho Notes map to Nutshell Notes attached to the parent People or Company record via the external ID lookup. Rich text formatting in Zoho Notes is preserved as plain text in Nutshell Notes. Notes linked to Deals migrate with the Deal association maintained where Nutshell's activity model supports Deal-linked notes.

Zoho Attachments stored via the Attachments API endpoint do not appear in standard CSV exports and require a separate API pass. We extract each attachment file and its parent record lookup ID, then upload to Nutshell as a File linked to the corresponding People, Company, or Deal record. If the source Zoho plan lacks API access, we flag attachment extraction as requiring manual download or a Zoho partner-assisted export; Nutshell's Import2 tool does not handle attachment migration natively.

Zoho User records carry email, name, and role assignments that map to Nutshell User accounts. We resolve Zoho Owner IDs to Nutshell Users by email match at migration time. Any Zoho Owner without a matching Nutshell User goes to a reconciliation queue for the customer to provision before record import resumes, preventing Owner assignment errors on Deals and Activities.

Zoho Tags stored as multi-checkbox or multi-select properties on Leads, Contacts, Accounts, or Deals map to Nutshell Tags. We parse tag arrays during extraction and create matching tag values in Nutshell, then attach them to the corresponding People, Company, or Deal record. Zoho's per-module tagging translates to Nutshell's cross-record tagging model where the same tag can apply to People, Companies, and Deals.