To access Field Mapping, go to Integrations → Zoho → Configure → Step 2: Field Mapping.
Important: Zoho CRM requires field types and date formats to match exactly. Sending a value in the wrong format will cause the export to fail.
Understanding the Status Icons
Icon | Status | What it means |
✓ Blue | Compatible | The field types match. No action needed. |
! Yellow | Warning | The field types may be incompatible. Review this mapping carefully before saving. |
✕ Red | Error | The mapping cannot be applied. The export will fail for any record using this mapping. |
Warning: Do not save a configuration with red icons. Exports will fail for all records using that field mapping.
Which Zoho Field Type Should I Use?
Use this table as a reference when selecting the destination Zoho field for each Enginy field.
Enginy field | Recommended Zoho field type | Notes |
First name, Last name, Job title, Email, Phone | Text / LongText / Email / PhoneNumber | Standard fields. Fully compatible. |
Number of employees, Years in role, Growth % | Number / Integer / Decimal | Map to a Zoho numeric field. |
Created at, Last activity at CRM | DateTime | Enginy handles the format conversion automatically. Never map to a Text field. |
Outreach Stage, Sequence Status | Picklist | Value must match an existing picklist option exactly. |
Languages, Sub-industries | MultiSelect | Values must match existing options exactly. |
LinkedIn URL, Domain, Website | Website / Text | Both types are compatible in Zoho. |
Personal emails, Other phones | Text | Use Professional email and Mobile phone instead where possible to avoid sending arrays. |
Boolean fields (e.g. verified) | Checkbox | Map to a Zoho Checkbox field. |
Yellow Warning: What to Do
1. Text mapped to a Picklist or MultiSelect field
If you map an Enginy text field to a Zoho Picklist or MultiSelect field, the export will fail if the value does not match one of the configured options exactly.
How to fix it:
Create an AI Variable with output type One off and define the tag options to exactly match the Zoho picklist values.
For Fixed Value or Engagement fields: enter the exact picklist value directly in the field mapping configuration.
For Manual Export fields: enter the exact picklist value at the time of export.
2. Date field mapped to a Text field
Enginy handles the Zoho DateTime format conversion automatically. The error only occurs if the destination field in Zoho is a plain text field instead of a DateTime field — in that case, Zoho will return an Invalid Zoho date_time value error and the export will fail.
How to fix it: Map Enginy date fields to a Zoho DateTime field. Never map them to a Text field.
Red Error: What to Do
A red icon means the mapping will always fail. There are two reasons this happens:
1. Incompatible field types
The field types on both sides are incompatible and Zoho cannot process the value.
How to fix it: Remove the mapping and select a Zoho field with a compatible type. Use the reference table above to choose the correct type.
2. Read-only Zoho field
The destination field in Zoho is read-only and cannot be updated by Enginy. This typically affects system-generated fields.
How to fix it: Remove the mapping and choose a writable Zoho field, or contact your Zoho administrator to confirm field permissions.
Common Zoho Mapping Mistakes
Mistake | What happens | How to fix it |
Mapping a Company field in the Contacts tab (or vice versa) | Export fails with a field mapping error | Verify that only Contact fields appear under Contacts, and only Company fields under Companies |
Mapping an Enginy date field to a Zoho Text field | Zoho returns Invalid Zoho date_time value and the export fails | Map to a Zoho DateTime field instead |
Mapping an Enginy text field to a Zoho Picklist without matching values | Export fails | Use an AI Variable (One off) with the exact Zoho picklist values |
Mapping to a read-only or system field | Export fails | Choose a writable field instead |
Saving mappings with red icons | All records using that mapping fail to export | Fix or remove any red-icon mappings before saving |
Need More Help?
If you have reviewed your mapping configuration and the export still fails, contact our support team with:
The name of the Enginy field and the Zoho field you are trying to map
The error message or icon you are seeing
A screenshot of the Field Mapping configuration if possible