Migrate from Field Force Tracker to Zoho CRM

Field Force Tracker customer records (company name, billing address, contact info) map directly to Zoho CRM Accounts. Primary contact details migrate to the Account's primary contact record. We match FFT customer email addresses to Zoho users for ownership resolution. FFT customer IDs are preserved as a custom text field (FFT_Source_ID__c) on the Account record to support delta-run de-duplication and future re-sync operations without creating duplicate accounts.

Each Field Force Tracker contact (first name, last name, email, phone, job title) maps to a Zoho CRM Contact record. The Contact is linked to its parent Account via Account Name lookup. Multiple contacts per customer in FFT collapse to individual Contact records under the same Account.

FFT job records (job number, type, status, priority, description, address, scheduled date, assigned technician) map to a Zoho CRM custom module we name FFT Jobs using the _C file-naming convention. We pre-create all custom fields (status picklist, priority picklist, type picklist, technician lookup) before data loads so import validation passes cleanly.

FFT's job status values map one-to-one into a Zoho custom picklist field on the FFT Jobs_C module. Values like 'Open', 'In Progress', 'On Hold', 'Completed', and 'Cancelled' are defined in Zoho before import. Any FFT status values that do not match get flagged for admin review before the migration runs.

Field Force Tracker technician records (name, email, phone, service area, certifications, vehicle info) map to a second Zoho custom module called FFT Technicians. Each technician record is linked to jobs via a lookup field (Technician__c) on the FFT Jobs_C module. Unmatched technician IDs are flagged for admin review before migration.

FFT's job-to-technician assignments (including start time, travel time, and sequence) map to a junction custom module linking FFT Jobs and FFT Technicians. Zoho's standard Tasks support basic assignment, but the junction module preserves additional assignment metadata that Tasks cannot hold natively.

FFT parts catalog entries (product name, SKU, unit price, description, category) map to Zoho CRM Products. Job line items migrate as Zoho Quotes or Sales Orders linked to the parent FFT Job record, preserving quantity, rate, and discount fields per line.

FFT job notes and technician comments migrate as Zoho CRM Notes attached to the parent FFT Job_C record. Original timestamps and author information are preserved as custom fields on each Note since Zoho Notes do not have native owner-timestamp tracking.

FFT file attachments (photos, job signatures, scanned documents) are downloaded and re-uploaded to Zoho CRM Attachments linked to the corresponding FFT Job_C record. Zoho's 25MB per-file limit applies — large media files are flagged before migration so you can trim or store externally.

FFT's technician activity log entries (status-change events, check-ins, route updates) migrate as Zoho Tasks tied to the FFT Job_C record. Each activity preserves its original timestamp and assigned technician. High-volume activity logs are batched to stay within Zoho's Bulk Write API limits.

Field Force Tracker owner and dispatcher IDs are resolved by email match against Zoho CRM Users. Unmatched owners are flagged before migration and assigned to a fallback Zoho user so no job record lands without an owner. This mirrors the standard Zoho Data Migration Wizard owner-resolution step.

Field Force Tracker reports and dashboards do not migrate. The underlying data (jobs, technicians, line items) is in Zoho. Reports and dashboards must be rebuilt in Zoho Analytics (formerly Zoho Reports) or Zoho CRM's native reporting module post-migration. We provide a field-mapping reference that lists every Zoho field name to speed the rebuild.

Field Force Tracker dispatch rules, scheduling automations, and workflow triggers do not transfer. Zoho Blueprint (Professional tier) is the destination-side equivalent for stage-gated sales processes. We export your FFT automation definitions as a rebuild reference document and deliver them alongside the migrated data.

FFT route-optimization data and scheduled time windows migrate as custom datetime fields (Scheduled_Start__c, Scheduled_End__c, Travel_Time__c) on the FFT Jobs_C module. Zoho Tasks carry the assigned technician and due date, but native route optimization requires Zoho FSM or a third-party routing integration post-migration.

Field Force Tracker's third-party integrations (accounting software, payment processors) do not migrate. We document each active integration's trigger points so your admin can reconnect them in Zoho. Zoho Books is the native accounting counterpart in the Zoho ecosystem and pairs with Zoho CRM's Deals and Invoices modules.