Migrate from Bella FSM to Zoho CRM

Bella FSM Customers with B2C profile (individual name, no company link) map directly to Zoho CRM Contacts. Email, phone, address, and custom fields transfer as-is. The Bella FSM Customer record type is preserved as a custom pick-list for reconciliation. During migration, we validate email addresses and flag duplicates for manual merge review.

Bella FSM Customers with a company name field split into Zoho CRM Account (company name, domain, industry, employee count) and Contact (individual name, email, phone linked via Account_Name lookup). The Account record is created first; Contacts reference it via AccountId.

Bella FSM Jobs map to Zoho CRM Tasks with Subject (job name), Status (Bella status → Zoho Task status), Priority (custom pick-list), and Description fields. Original job number preserved as External_Job_ID__c custom field. Task activity history (status changes, updates) preserved as Zoho CRM Notes.

When Bella FSM Jobs carry sub-form data (parts used, line-item costs, checklist items), a custom Service_Orders module is required in Zoho CRM. Sub-forms migrate as separate CSV files zipped together with Parent_Id linking to the parent Task record per Zoho Bulk Write API specification.

Bella FSM Schedules map to Zoho CRM Events. Start_DateTime and End_DateTime preserve original appointment windows. Event Subject uses the linked Job name. Technician assignment resolves by email match to Zoho CRM Users; unmatched technicians flagged for admin resolution. All-day events and recurring appointments are handled via separate Zoho Event recurrence patterns.

Bella FSM Invoices map to Zoho CRM Invoices with Subject (invoice number), Subtotal, Tax, Total, Due Date, and Status fields. Line items migrate as Invoice Items with Product lookup, Quantity, and List Price. Invoice-to-Job linkage preserved via custom Invoice_Job_Ref__c field.

Bella FSM Estimates map to Zoho CRM Quotes with Quote Number, Total, Valid Until date, and Status. Line items transfer as Quoted Items. The estimate-to-customer linkage uses Account_Name or Contact_Name lookup in Zoho. Tax calculations and discount percentages are preserved as custom fields on the Quote record to maintain pricing accuracy.

Bella FSM Equipment records (serial number, model, maintenance schedule, customer link) migrate to a Zoho CRM custom Assets module. Serial_Number__c, Model__c, Maintenance_Interval__c, and AccountId lookup fields are created via Zoho Field API before data migration runs. Equipment warranty information is stored as a custom text field for reference.

Bella FSM Inventory parts with SKU, name, description, unit cost, and stock quantity map to Zoho CRM Products with Product_Code (SKU), Unit_Price (cost), and Stock_On_Hand fields. Inventory adjustment history is preserved as Notes on the Product record. Product images and specifications are uploaded as attachments to the Zoho Product record.

Bella FSM Vendors map 1:1 to Zoho CRM Vendors with Vendor Name, Email, Phone, and Website fields. Vendor-to-Inventory linkage (preferred vendor per part) preserved as a custom Vendor_Lookup__c field on the Product record. Vendor payment terms and credit limits are stored as custom fields on the Vendor record for accounts payable workflow reference.

Bella FSM Users and Technicians resolve to Zoho CRM Users by email address match. Active/Inactive status, user role, and access level transfer as Zoho CRM Role assignments. Unmatched Bella FSM users are flagged with OwnerId set to the admin fallback user.

Bella FSM text input custom fields create Zoho CRM custom fields via POST /settings/fields with data_type 'text'. Field label and max length are preserved from Bella's field definition. Placement follows the source module (Customer custom fields land on Contact/Account; Job custom fields land on Task).

Bella FSM checkbox custom fields create Zoho CRM custom fields with data_type 'checkbox'. Boolean value (true/false) maps directly. The field is placed on the target module matching Bella's source page (Customer or Job). Multi-select checkbox groups in Bella FSM are converted to Zoho CRM multi-select picklist fields for equivalent functionality.

Bella FSM dropdown custom fields create Zoho CRM pick-list fields. Each Bella option value maps to a corresponding Zoho pick-list value via value-by-value mapping. New pick-list values added in Bella FSM post-audit require manual review before migration. We recommend scheduling dropdown value reviews quarterly to prevent migration gaps.

Bella FSM file attachments on Jobs, Customers, and Invoices download and re-upload to Zoho CRM Attachments linked to the respective record. Zoho's 25MB per-file limit applies; files exceeding this are flagged for chunking or alternative storage reference. Document version history is preserved as separate attachment versions within Zoho CRM's attachment management system.