Migrate from Field Harmony to Zoho CRM

Field Harmony Jobs map directly to Zoho CRM Deals. Job name becomes Deal name, amount maps to Deal Amount, and close date maps to Expected Close. Scheduling window, service type, and technician assignment are preserved as custom fields on the Deal. Job status requires value-by-value mapping to Zoho Deal Stage since Field Harmony statuses are configurable per account.

Field Harmony Job Status values (Scheduled, En Route, On Site, Completed, Cancelled) are configurable per account and have no standard Zoho equivalent. We create a custom pick-list field Job_Status__c on the Deal and map each source value to a corresponding custom value. Unmapped statuses are flagged in the migration plan for admin review before the full run.

Field Harmony Customers typically contain both company and primary contact information in a single record. We split this into Zoho Account (company name, industry, phone, address) and Zoho Contact (first name, last name, email, job title). The Contact links to the Account via the Account Name lookup. If the Customer record has multiple contacts, additional Contact records are created.

Phone and email stored on Field Harmony Customer records migrate to the corresponding Zoho Contact Phone and Email fields. If multiple phone types exist (mobile, office), the most complete entry maps to Phone and others are stored in custom fields.

Field Harmony Parts (SKU, Part Number, Description, Unit Price) map to Zoho CRM Products. Part Number becomes Product Code, Description stays Description, and Unit Price becomes Unit Price on the Product. On-hand quantity is preserved in a custom field since Zoho Products do not natively track live inventory counts — inventory reconciliation must be handled separately post-migration.

Field Harmony Sites associated with a Customer map to address and location fields on the Zoho Account. Site name is stored in a custom field on the Account. If a Customer has multiple Sites, the primary site becomes the Account address and additional sites are created as separate Account records linked by the Customer_Account_Id__c custom field.

Field Harmony Technicians are resolved by email match against Zoho CRM Users. Matched technicians become Deal Owners in Zoho. Unmatched technicians are flagged before migration — they can be invited to Zoho first or their records assigned to a fallback owner. Internal notes on the technician (certifications, territory) migrate as a custom field on the User record.

Files attached to Field Harmony Jobs (photos, signed forms, work orders) are downloaded and re-uploaded to Zoho CRM Notes & Attachments linked to the corresponding Deal. File size limits per Zoho plan apply (25MB per file on Standard and above). Inline images in notes are extracted and re-hosted as attachments.

Field Harmony custom objects such as Service_Type__c map 1:1 to Zoho CRM Custom Modules. The Custom Module API name uses the field name in uppercase with underscores. Relationships between custom objects and standard objects (Job to Service Type) are mapped as lookup fields in Zoho if the target module exists, or as text fields if the relationship requires a junction object.

Field Harmony Location custom objects map to a Zoho CRM Custom Module. Location fields such as latitude, longitude, and access_instructions migrate to the corresponding custom fields in Zoho. If Location is used to drive routing logic in Field Harmony, the access_instructions field migrates as a text area field on the related Account.

Field Harmony job notes and internal comments migrate as Zoho CRM Notes attached to the corresponding Deal. Timestamps and the technician author are preserved in the Note record. If the comment was made by a dispatcher rather than a technician, the author resolves to the mapped Zoho User or is flagged for manual assignment.

Custom fields on Field Harmony Customer records that have no Zoho Account equivalent (e.g., billing_terms, contract_expiration) are created as custom fields on the Zoho Account module. Field type mapping follows Zoho's supported types: text fields, pick-lists, date fields, and checkboxes are all migratable. Formula fields and lookup fields on Account require Professional tier or above in Zoho.