Overview

During data migration from a different CRM system to Zoho CRM, it’s essential to ensure that these linked records are transferred correctly so that all associations remain intact. Handling Multi Select Lookup fields properly helps maintain accurate relationships between records and preserves the consistency of your CRM data.

Scenario  

Consider a situation where you have a Multi Select Lookup field in the Leads module that looks up to the Accounts module.

Now, you want to import records into both the Leads and Accounts modules and establish many-to-many associations between them. This scenario illustrates the need to handle Multi Select Lookup fields carefully during migration to ensure that all relationships between Leads and Accounts are accurately maintained.

Preparing the Files to Import  

1. Parent Module File – for importing Lead records
   

2. Child Module File – for importing Account records

3. Linking Module File – for creating the many-to-many associations between Leads and Accounts
   

In this scenario, Lead is the Parent Module and Account is the Child Module.

Parent Module File

• Parent Module Name
  

• Migration ID
  

Child Module File

• Child Module Name
  

• Migration ID
  

Linking Module File

• Parent Module ID
  

• Child Module ID

• Migration ID
  

Note:

• The Migration ID is crucial in the data migration process. Each record being migrated must have a unique identifier that will be used as the Migration ID during migration.

• In addition to the columns listed above, include any other mandatory fields required by the respective modules.

You can download the sample CSV files shown in above screenshots here for your reference.

Migration Process  

1. Navigate to Setup > Data Administration > Import.
   
   
   

2. Select the CRM system from which you are migrating the data.

3. Browse and upload all the prepared CSV files (Parent, Child, and Linking module files).
   
   
   

Module Mapping  

• Locate each CSV file in the respective module folder.
  

• Ensure that the Parent, Child, and Linking module files are correctly associated with their corresponding modules.
  
  
  

Field Mapping  

Parent Module (Leads) Field Mapping  

1. Parent module name > map to Last Name field in Leads module
   
2. Migration ID > map to Lead ID
   
   
   

Child Module (Accounts) Field Mapping  

Start the Migration  

• After completing the mapping, click Start Migration.
  
• If all files and mappings are correctly set, the data will be migrated successfully, maintaining all many-to-many associations between Leads and Accounts.
  
  
  

For a visual guide on this steps, view this Screen Recording showcasing the full migration procedure and results.