Migrate from Dispatch Pro to Zoho CRM

Dispatch Pro Customers split into Zoho Contacts (individual customers) and Zoho Accounts (organizations). Organization-level customers migrate as Accounts with the contact person becoming a related Contact. Individual sole-proprietor customers migrate as Contacts only. The split rule is based on whether the Dispatch Pro customer record contains an organization name.

Dispatch Pro Jobs and Work Orders map directly to Zoho Deals, which serve as the primary revenue-tracking record. The Job number becomes the Deal Name, job amount maps to Deal Amount, and job status maps to Deal Stage. Custom dispatch fields (priority, service type, zone, site-access notes) are preserved as custom fields on the Deal record.

Dispatch Pro line items (parts and labor lines on a job) map to Zoho Products for the item catalog and Quote or Sales Order line items for the priced detail. Each unique part or service maps as a Product record; the line-item price and quantity map to the Quote row. If Zoho Quotes are not in the plan scope, line items are stored as a custom subform field on the Deal.

Dispatch Pro Technicians map to Zoho CRM Users matched by email address. Skills, trade licenses, and zone assignments are preserved as Multi-Select custom fields on the User record. Group assignments in Dispatch Pro translate to Zoho Teams or a custom field on the User. Unmatched technicians are flagged before migration and assigned to a fallback user or held for resolution.

Dispatch Pro's scheduled job assignments translate to Zoho Tasks (for standalone to-do items) and Events (for appointments with a time window and assigned technician). The job's start date, arrival window, and assigned technician are mapped to the Event's start/end datetime and the Task's Owner. The job's priority bucket maps to a custom priority field on the Task or Event.

Dispatch Pro job site address fields (street, city, state, postal code, country) map to Zoho Account's Billing Address fields. The customer's mailing address maps to Zoho Contact's Mailing Address. Job-site-specific delivery or access instructions are stored as a custom text field on the Account or Deal record since Zoho has no dedicated site-access instruction field.

Dispatch Pro job stages (Scheduled, En Route, On Site, Completed, Cancelled, No Access) are mapped value-by-value to Zoho Deal Stage pick-list values. The mapping plan is built before migration so the correct stage is assigned per record. Probability and forecast category are set based on the Zoho stage configuration. Historical stage-change timestamps are preserved as custom datetime fields on the Deal.

Dispatch Pro priority flags (Emergency, High, Normal, Low) have no direct Zoho CRM equivalent and are migrated as a custom pick-list field (Job_Priority__c) on the Deal module. The pick-list values are created in Zoho before migration, and the Dispatch Pro priority value is mapped for every Job record. If the priority is tied to a Service-Level Agreement, the SLA terms are stored as a separate text custom field.

Dispatch Pro service categories (HVAC Repair, Plumbing, Electrical, Preventive Maintenance, etc.) migrate as a custom Multi-Select field (Service_Type__c) on the Zoho Deal. Multi-Select allows a single Job to carry multiple service categories if Dispatch Pro supports that relationship. The values are created in Zoho as pick-list options before migration, and each Job's type is mapped to the corresponding value.

Dispatch Pro job attachments — photos, signed forms, diagnostic reports — are downloaded and re-uploaded as Zoho Attachments linked to the corresponding Deal record. Zoho's file size limit per attachment is 25 MB. Photos are preserved in their original format; PDF documents are attached directly. Inline images in Dispatch Pro notes are extracted and attached as separate files.

Dispatch Pro's internal job notes and technician comments migrate as Zoho Notes attached to the Deal. Timestamps and author information are preserved in the Note record. If the Dispatch Pro note is linked to a specific line item, the Note is attached to the associated Product or Quote row in Zoho. Rich-text formatting in Dispatch Pro notes is converted to plain text to ensure Zoho compatibility.

Dispatch Pro scheduling rules, auto-assignment logic, and dispatch-board automations are proprietary workflow logic with no Zoho CRM equivalent. These do not migrate. We export the workflow definitions as a structured document that your Zoho admin can use as a reference when rebuilding the logic in Zoho Blueprint and Workflow Rules. The rebuild is scoped separately from the data migration.