Zoho One / Zoho CRM Migration – Fix, Complete, and Go Live

Zoho One / Zoho CRM Migration – Fix, Complete, and Go Live

We are looking for an experienced Zoho One developer to take over, audit, fix, and complete an existing Zoho migration that was left unfinished due to an unexpected interruption with our prior developer.

This is not a new build. The system is partially built but not functional and cannot currently be used for daily operations. We need someone who can step in, assess quickly, and finish the job correctly.

Where We Are Now

Zoho One account is active

Using:

Zoho CRM

Zoho Inventory

Zoho Books / Finance (enabled)

Customer, vendor, and product data exists but is incomplete or improperly linked

Core transaction flow is broken

Quotes, Sales Orders, Purchase Orders, Invoices, and Packing Slips exist in Deluge/HTML but are unfinished and not fully functional

Inventory is based on manufacturer part numbers, not simple SKUs

Key System-Wide Issues

When reviewing individual modules (e.g., Sales Orders), many critical fields are missing, improperly defined, or incorrectly mapped

Required fields are inconsistent across modules, breaking workflows

These issues exist across most modules, not just Sales Orders

Inventory & Pricing Complexity (Critical)

We use manufacturer part numbers as our primary inventory reference

The same part number may have multiple price points (e.g., different costs, sources, or conditions)

A SKU system was created in Zoho to support this structure

The SKU logic exists but is not properly finalized or implemented

This SKU system must be:

Reviewed

Fine-tuned

Implemented correctly across CRM, Inventory, and Finance

Correct SKU behavior is critical to accurate quoting, ordering, and invoicing

What Is Not Working

Quotes

Sales Orders

Purchase Orders

Invoices

Packing Slips

Forms and templates exist but are unfinished, broken, or unreliable due to missing fields, bad mappings, and incomplete logic.

What Needs to Be Done

1. Audit & Cleanup

Review the full Zoho One configuration

Identify:

Missing or incorrectly defined fields

Broken field mappings between modules

Incomplete workflows

Redundant or partially built components

Correct field structures across all affected modules

2. Core Transaction Flow (Top Priority)
System must reliably support:

Creating Quotes

Converting Quotes → Sales Orders

Creating Purchase Orders

Generating Invoices

Generating Packing Slips

All records must properly link across CRM, Inventory, and Finance, using the correct SKU and pricing logic.

3. Document Templates

Review existing Deluge/HTML templates

Reuse, fix, or rebuild as appropriate:

Quotes

Sales Orders

Purchase Orders

Invoices

Packing Slips

Documents must be clean, professional, and customer-ready

4. Inventory & SKU Logic Finalization

Validate part-number–based inventory structure

Finalize SKU rules for:

Multiple price points

Accurate cost tracking

Correct downstream document behavior

Ensure SKU logic works consistently across all modules

5. Data Structure Fixes

Company notes

Multiple addresses per customer/vendor

Customer shipping account numbers (UPS, FedEx, DHL, etc.)

Proper data flow between modules

6. Stabilization & Go-Live

Validate workflows end-to-end

Confirm documents generate correctly

Ensure system is stable for daily operations

Support through go-live

Who We’re Looking For

Proven Zoho One experience (CRM, Inventory, Books/Finance)

Strong Deluge and workflow skills

Experience handling complex inventory and pricing structures

Comfortable fixing and completing existing systems

Clear communicator

Reliable milestone-based delivery