Migrate from Evatic to Zoho CRM

Evatic Customer maps directly to Zoho Account. The Customer name becomes Account Name, address fields map to Zoho's standard address composite field, phone and email map to the primary contact fields. Parent-child customer hierarchies in Evatic map to Zoho's Account hierarchy via the Parent Account lookup.

Each Evatic Customer Contact maps to a Zoho Contact record. The Contact's AccountId lookup links to the corresponding Account. Multiple contacts per customer collapse into multiple Zoho Contact records sharing the same AccountId — no N:N relationship complexity. The mapping also ensures that any primary contact flag in Evatic is preserved as a custom field on the Zoho Contact record.

Evatic Contracts carry SLA terms, billing frequency, renewal dates, and contract value — none of which have a native Zoho CRM equivalent. We create a Contract__c custom module with a lookup to Account and map contract fields (start date, end date, value, status, renewal type) as custom fields. Renewal alerts can be rebuilt in Zoho as Workflow Rules and Blueprint stages.

Evatic Work Orders are operational records with service type, technician, site, parts used, and status. They split into Zoho Tasks (for the action item and status) and Zoho Events (for scheduled site-visit time windows). Work-order detail — service type, priority, parts — becomes custom fields on the Task record so the full history is queryable.

Evatic Sites carry site name, address, access instructions, and a linked Customer. Zoho Accounts store a primary address, so the primary site migrates as Account address data. Additional sites for the same customer become records in a custom Site__c module with a lookup to Account, preserving address, access notes, and site manager contact.

Evatic Assets include serial number, model, install date, and maintenance history — a blend of product catalog and equipment registry. The equipment model and make migrate to Zoho Product records. The full asset record — linked to a Site, Customer, and Work Order history — migrates to a custom Asset__c module with lookups to Account and Product.

Parts consumed on an Evatic Work Order have product name, quantity, and cost. These map to Zoho Products for the product catalog, and the line-item quantities migrate as a custom JSON or multi-select field on the linked Task — Zoho doesn't have a native Quote/Order line-item model on Tasks, so parts history is stored as a custom text field for reference.

Evatic generates invoices tied to Contracts and Work Orders. Historical invoice records migrate to Zoho's Invoices module with a lookup to the Account. Invoice totals can also roll up to a corresponding Deal record for revenue tracking — this requires deciding whether to create Deal records per contract or aggregate contract value into a single Deal per Account.

Evatic technician and staff records map to Zoho CRM Users. Resolution happens by matching the Evatic user email address against existing Zoho user accounts — we flag any Evatic technician with no matching Zoho user before migration so you can create the Zoho user first.

Evatic attachments on Contracts, Work Orders, and Sites re-upload to Zoho as file attachments on the corresponding Account, Contract__c, or custom Site__c record. File size limits follow Zoho's upload restrictions per module. We also verify that the uploaded files retain their original timestamps and that any linked metadata, such as document type or owner, is recorded in a custom field on the Zoho record for straightforward retrieval.