Migrate from EverPro to Zoho CRM

EverPro Contact Center contacts map directly to Zoho Contacts. First name, last name, email, phone, job title, and address fields transfer with no transformation. The contact's primary company association maps to Zoho's AccountId lookup — the Account must exist first, so Accounts are migrated before Contacts.

Prospects that have not yet been assigned a primary company in EverPro map to Zoho Leads. This is determined by the presence of a company association field in EverPro — if no Account link exists, the record routes to Lead. Leads converted later in Zoho populate the corresponding Contact and Account.

EverPro Customer Loyalty module company-level records map to Zoho Accounts. Fields including company name, phone, website, industry, and billing address transfer as direct Account fields. Loyalty tier, total loyalty points, and referral count are preserved as custom fields on the Account so segmentation and reporting remain intact after migration.

Customer Loyalty module contact records map to Zoho Contacts under the corresponding Account. Loyalty-score, referral count, and enrollment date transfer as custom fields on Contact. Contact-level loyalty metrics are preserved alongside the Contact Center contact data if overlapping records exist.

EverPro deal records — deal name, amount, stage, pipeline, close date, owner, and notes — map to Zoho Deals with a direct field-level correspondence. Deal pipeline and stage values are mapped value-by-value to Zoho Deal Stage pick-list values during migration.

EverPro service-call logs map to Zoho Tasks. Subject, description, call type, duration, and service date transfer as Task Subject, Description, Type, and related datetime fields. The Task is linked to the corresponding Contact and Account via Zoho's WhatId and WhoId lookup fields.

When EverPro logs a scheduled service appointment with a start and end time, those records map to Zoho Events. Subject, location, start datetime, end datetime, and description transfer to the corresponding Event fields. Recurring service appointments squash into single Event entities per Zoho's bulk-read export behavior.

EverPro contact notes and service-call notes map to Zoho Notes. The note title becomes the Note's Title field; the note body becomes the Note's Content field. Rich-text formatting is preserved where EverPro exports support it. Notes are linked to their parent Contact or Account record by ID.

File attachments on EverPro service records — PDFs, images, signed documents — are downloaded and re-uploaded to Zoho Attachments on the corresponding Task, Event, Contact, or Account record. Zoho's per-file size limit applies; files exceeding 25MB are flagged for chunked upload or alternative storage reference.

EverPro loyalty tier values (e.g., Bronze, Silver, Gold, Platinum) have no native Zoho equivalent. We create a pick-list custom field — Loyalty_Tier__c — on both Account and Contact modules before migration. Tier values are mapped value-by-value and preserved for segmentation and Zoho workflow triggers.

EverPro service types and tags (e.g., HVAC Repair, Drain Cleaning, Maintenance Visit) are stored as multi-value properties in EverPro. We create a multi-select pick-list custom field — Service_Type__c — on Zoho Tasks and optionally on Deals for cross-object reporting. Values are mapped during import.

Numeric loyalty scores computed by EverPro are not a native Zoho field. We create a Number custom field — Loyalty_Score__c — on Account and Contact. The score value transfers directly; Zoho Analytics can then build trend reports on loyalty score changes over time once data is in Zoho.

EverPro owner IDs and assigned technician fields are resolved by email match against Zoho Users. Unmatched owners are flagged before migration — the team either creates Zoho user accounts first or assigns a fallback owner. No record lands in Zoho without a valid OwnerId.

EverPro record creation and last-modified timestamps cannot override Zoho's CreatedDate and ModifiedDate, which are set at migration time. We preserve the original EverPro timestamps as custom datetime fields — Original_Created_Date__c and Original_Last_Modified__c — enabling Zoho reports that reflect the full history from the source system.

EverPro's internal record IDs are stored on every migrated record as Source_EverPro_ID__c custom field. This ID mapping serves two critical purposes: it prevents duplicate records on delta migration runs and provides a permanent audit trail linking each Zoho record back to its original EverPro source for reconciliation and data governance.