Migrate from Contractor+ to Zoho CRM

Contractor+ clients migrate as Zoho CRM Contacts. Primary company data extracts to the Account Name lookup field; if no company exists in Contractor+, a default 'Unassigned' Account is created. Client email maps to Contact Email, phone to Phone, and address fields to the standard Zoho mailing address fields.

Contractor+ clients with an embedded company name extract to a Zoho Account record. This requires creating the Account first so the Contact.AccountId lookup can resolve during migration. Parent-company hierarchies in Contractor+ map to Zoho Account.ParentId for organizational structure preservation. The staging approach ensures that no orphaned Account lookups occur in Zoho and that Contact.AccountId references are valid at insert time.

Contractor+ jobs map directly to Zoho CRM Deals. The Job name becomes Deal Name, job description becomes Deal Notes, and the job status (New, In Progress, Scheduled, Completed) maps to Zoho Deal Stage values. Close date from Contractor+ maps to the Zoho Deal Expected Close date field.

Contractor+ job status values map value-by-value to Zoho Deal Stage pick-list. Each status (New, In Progress, Scheduled, Completed) requires explicit mapping to a corresponding Zoho Stage. Probability values are assigned per stage from Zoho's standard stage probability table unless custom probabilities were configured in Zoho.

Contractor+ estimates attached to jobs become Zoho CRM Quotes linked to the migrated Deal. Line items from the estimate map to Quote Line Items with product name, quantity, unit price, and tax fields. The quote status (Draft, Sent, Accepted, Declined) maps to Zoho Quote Stage.

Contractor+ invoices migrate as Zoho CRM Invoices linked to the corresponding Deal. Line items, tax amounts, and payment status carry over directly. Invoice numbers become Zoho Invoice Numbers; due dates map to Invoice Due Date. Paid status in Contractor+ updates the Zoho Invoice Status to 'Paid'.

Contractor+ custom properties on clients create custom fields in Zoho CRM Contacts. Fields are created via Zoho Field API before migration begins. Data type is preserved: text fields become single-line text, number properties become numbers, pick-list values become Zoho pick-list fields with matching values.

Job-level custom properties in Contractor+ migrate to custom fields on Zoho Deals. License numbers, insurance expiration dates, and trade-specific fields get created as Zoho Deal custom fields. Boolean flags map to Zoho checkbox fields; date fields map to Zoho date fields.

Contractor+ file attachments on jobs download and re-upload to Zoho CRM as Deal attachments. Photos, contracts, and documents preserve original filenames. Zoho's attachment size limits (25MB per file) apply; files exceeding this threshold are flagged for manual handling since Zoho enforces this platform constraint on all plans.

Contractor+ workspace users resolve by email match against Zoho CRM Users. Unmatched users are flagged before migration begins; you must either invite them to Zoho first or reassign their records to a fallback Zoho user. Active and inactive status in Contractor+ maps directly to Zoho User status, preserving the user's availability state in the target system.

Contractor+ call logs and notes attached to jobs migrate as Zoho Tasks linked to the Deal. Call duration, outcome, and timestamp preserve on the task. Notes migrate as Zoho Notes attached to the Contact or Deal depending on where they originated in Contractor+.

Contractor+ payment records against invoices have no direct Zoho CRM equivalent at the payment-event level. Individual payment events are preserved as custom fields on the Invoice record: Last_Payment_Date__c stores the most recent payment date, and Total_Payments__c accumulates total amount paid. Full payment accounting capabilities require Zoho Books integration for complete AR tracking.