The Scenario
You are a consultant managing a Salesforce-to-Zoho migration. The client's Salesforce Deals module has 68 fields. The Zoho CRM Deals module has its own schema. Before you can write the field mapping document — which the client's IT team needs before they'll sign off on the migration plan — you need to know exactly what fields exist in Zoho: API name, label, type, required status, picklist options.
The migration kickoff is in three days.
The bad version:
- Log into Zoho CRM, navigate to Setup, go to Modules and Fields, select the Deals module, and scroll through the field list.
- There is no export button. You copy each field name and type manually.
- For picklist fields — Stage, Lead Source, Industry — you have to click into each field to see the picklist values, then copy those out separately.
- Do this for all 68 fields, then reconstruct the schema in a Google Sheet by hand.
The field reference document is a prerequisite for every downstream step of the migration. It needs to be accurate. Building it manually from a UI that wasn't designed for export is the wrong way to spend day one of a three-day window.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It calls the Zoho CRM Fields Metadata API for the module you specify, fetches every field definition — including picklist options — and writes the complete schema into your sheet.
Fetch all field definitions for the Zoho CRM Deals module and write them into this sheet with columns for field API name, display label, data type, and picklist options
What You Get
- One row per field in the Zoho CRM Deals module.
- Columns for API name (A), display label (B), data type (C), and picklist options (D) — with picklist values joined as a comma-separated list.
- Required fields are flagged in column E.
- System fields and custom fields are both included with their type labeled.
What If the Data Is Not Quite Ready
You need to compare the Zoho field list with a Salesforce field export in another tab
Fetch all field definitions for the Zoho CRM Deals module and write API name, label, and data type into the Zoho Fields tab. Then compare with the SF Fields tab using field label as the key and write "Matched," "Zoho Only," or "SF Only" into column D of the Zoho Fields tab.
You need the Contacts module schema instead
Fetch all field definitions for the Zoho CRM Contacts module and write API name, display label, data type, required status, and picklist options into this sheet.
You want to flag fields that need manual mapping because the types don't align
Fetch all field definitions for the Zoho CRM Deals module and write API name, label, and data type into this sheet. For each field, add a column D that flags "Manual Review" if the data type is Lookup, Formula, or Multi-Select — since those require non-standard mapping logic.
Full schema export for both Deals and Contacts in one pass
Fetch all field definitions for the Zoho CRM Deals module and write them into the Deals Fields tab with API name, label, type, required status, and picklist options. Do the same for the Contacts module into the Contacts Fields tab. In the Summary tab, write the total field count for each module and flag any field name that appears in both modules with an identical API name.
One prompt generates the full schema reference for both modules and highlights the cross-module overlaps the migration team needs to check manually.
Try It
Open a Google Sheet and get the 7-day free trial of SheetXAI. Ask it to export the complete field schema for any Zoho CRM module in one pass. See also: discovering all Zoho CRM modules and the full Zoho CRM hub.