Migrate from Comarch Field Service Management to Zoho CRM

Comarch stores customer organizations with billing and service addresses. These map directly to Zoho CRM Accounts. Primary service location from Comarch becomes the Account's Shipping Address field; billing address maps to Billing Address. Multi-site customers (multiple service locations) are handled by creating one Account with multiple linked Location custom records.

Comarch contact records (name, phone, email, role) map to Zoho CRM Contacts. The contact's role field (e.g., Site Manager, Dispatch Receiver) migrates as a custom pick-list field (Contact_Role__c) since Zoho has no native role-per-contact construct. Primary contact flag from Comarch sets the Is Primary Contact checkbox in Zoho.

Comarch work orders carry status, priority, SLA deadline, assigned technician, parts used, checklist results, and service notes. Zoho CRM has no native work-order module, so FlitStack creates a custom 'Service Requests' module with fields for Work_Order_Number__c, Status__c, Priority__c, SLA_Deadline__c, Technician__c (lookup to Users), Parts_Used__c (multi-line), and Checklist_Results__c (long text). Original Comarch timestamps preserved as custom datetime fields.

Comarch asset records link equipment to service locations and carry maintenance history, serial numbers, and installed-base identifiers. Zoho's standard Assets module exists but is tied to inventory management. For field-service use cases, we create a custom 'Field Assets' module with Serial_Number__c, Asset_Type__c, Location__c (lookup to Accounts), Maintenance_History__c (long text), and Last_Service_Date__c. Linkage to Service Requests preserved via lookup relationship.

Comarch technician records include certifications, skill tags, territory assignments, and availability schedules. Zoho Users hold name, email, and role. Technician-specific fields (certifications, skill tags, service territories) migrate as custom fields on the User record: Certifications__c (multi-select), Service_Territories__c (multi-select), Max_Jobs_Per_Day__c (number). Availability and scheduling patterns documented for rebuilding in Zoho FSM.

Comarch service locations carry address, access instructions, site-specific notes, and customer association. The primary address migrates to Account.ShippingAddress. Multi-site accounts get a custom 'Service Locations' module with Address__c, Access_Instructions__c, Site_Notes__c, and Customer_Account__c lookup. This preserves the N:1 relationship between locations and accounts that Comarch supports natively.

Comarch service requests (reported issues, fault tickets) map to Zoho CRM Cases. Request type maps to Case.Type pick-list. Description maps to Case.Description. Reported_By__c lookup links to the Contact record. Resolution notes from the technician migrate as Case.Resolution. Status mapping: Open → Open, In Progress → Under Review, Resolved → Closed, Cancelled → Closed.

Comarch parts catalog items (part number, description, unit cost, stock level) map to Zoho Products. If Zoho Inventory is active in the tenant, stock levels migrate as inventory bins. Parts consumed per work order link via the Service Requests module's Parts_Used__c subform, which references Product records.

Comarch service contracts define SLAs, contract duration, and covered asset scopes. Contract terms (duration, response time, coverage hours) migrate as custom fields on the Account: Contract_Start_Date__c, Contract_End_Date__c, SLA_Response_Hours__c, Coverage_Hours__c. Contracted service scope links to the Account and its associated Assets. Active contract status drives Deal pipeline in Zoho for renewal tracking.

Comarch scheduling records (technician assigned, time slot, travel time, job duration) map to Zoho Events (for the appointment window) and Tasks (for follow-up actions). Event.StartDateTime and EndDateTime carry the scheduled window. Task.Subject carries the work order reference. OwnerId links to the Technician User record. Travel time stored as Travel_Duration_Minutes__c custom field on the Event.

Comarch activity logs attached to work orders (technician calls, site visit summaries, internal notes) migrate to Zoho CRM's Calls, Events, and Notes modules. Original timestamps, duration, and technician owner preserved. Call records link to the Service Request and Contact. Visit notes link to the Service Request and Asset record.

Comarch billing records linked to completed work orders migrate as Zoho Invoices if Zoho Inventory/Finance is active. Invoice.Amount maps from Comarch total billable amount. Line items pull from the Service Request's Parts_Used__c and labor entries. If the tenant does not use Zoho Finance, invoices are exported as read-only records in a custom Invoicing module.