Migrate from Estimate Rocket to Zoho CRM

Estimate Rocket clients hold individual-contact and company-name data in a single record. FlitStack AI maps the primary contact fields (name, email, phone) directly to Zoho Contact. When a company name is present in the Estimate Rocket client record, the company name is stored in a custom field on the Contact so your Zoho admin can create the Account separately before the migration and link it via Account lookup.

Estimate Rocket stores address as separate Street, City, State, Zip, and Country fields on the client record. Zoho CRM uses a composite address field (Street, City, State, PostalCode, Country). FlitStack AI reassembles these five fields into Zoho's address composite during import, matching each component to the correct Zoho address sub-field.

Estimate Rocket projects map 1:1 to Zoho CRM Deals. The project name becomes Deal Name, project amount becomes Deal Amount, and close date maps to Expected Close Date. Project stage values (Lead, Estimate Sent, Approved, In Progress, Completed, Cancelled) require value-by-value mapping to Zoho Deal Stage pick-list values, which your Zoho admin configures before migration.

Estimate Rocket estimates map to Zoho CRM Quotes by default. The estimate number becomes the Quote Number, estimate date becomes Quote Date, and estimate status maps to Quote Stage via value mapping. Line items from the Estimate Rocket estimate map to Quote Line Items in Zoho. Custom fields for estimate grand total and tax total are added to the Quote layout.

Estimate Rocket work orders map to Zoho CRM Sales Orders. The work order number becomes Sales Order Number, creation and modified dates map directly, and scheduled start/due dates map to Delivery Date or custom datetime fields. Work order status (Pending, In Progress, Completed, Invoiced) maps via value mapping to a custom pick-list on the Sales Order.

Estimate Rocket item library rows map 1:1 to Zoho CRM Products. Item Name becomes Product Name, Unit Price maps to List Price, Description maps directly, and taxable flag maps to a custom checkbox. Fields without native Zoho equivalents — Unit Cost, Section, and Type (material/labor) — migrate as custom fields on the Products module.

Estimate Rocket schedule entries and assignments map to Zoho Tasks (for task-type assignments with a due date) or Events (for calendar appointments with start/end times). The linked project maps to a Deal lookup on the Zoho record. Assignment status maps via value mapping to a custom pick-list on the Task or Event.

Estimate Rocket stores an Assigned User ID on projects and assignments. FlitStack AI resolves each user by email match against Zoho CRM active users. Unmatched owners are flagged before migration; your team either creates the Zoho user account first or assigns records to a designated fallback owner.

Any Estimate Rocket custom fields that have no direct Zoho CRM equivalent (such as Estimated Hours on a project, Unit Cost on a line item, or Phase on a work order) are created as custom fields on the respective Zoho module before the migration run. Custom field data type matching (text, number, pick-list, checkbox, datetime) is validated during the pre-migration schema review.

FlitStack AI stores each Estimate Rocket record's internal ID on a custom Source_System_ID__c field in Zoho CRM on every record. This enables delta-run de-duplication, audit traceability back to the Estimate Rocket source, and reference linking if your team needs to cross-check migrated data against the original records.