Migrate from Field Pros to Zoho CRM

Field Pros contacts split into Zoho Leads and Contacts based on status. Prospects without a closed deal route to Leads; converted customers route to Contacts. The split rule is configurable — FlitStack maps the source status field to the appropriate Zoho module at migration time.

Direct 1:1 map. Zoho Accounts hold company-level data. Multi-company associations from Field Pros collapse to a primary account link, with secondary associations preserved via the Account Name lookup on Contact records in Zoho. Your Zoho admin can later create additional Account links manually or via workflow rules if the hierarchy needs to be surfaced in reporting.

Direct map with stage mapping. Field Pros deal stages map value-by-value to Zoho Deal Stage names. If Zoho Blueprints are configured on a stage, the Blueprint mapping plan is delivered separately so your admin can activate it post-migration. Probability percentages and forecast categories transfer directly from the source stage configuration.

Field Pros pipelines map to Zoho Deal Pipelines. Each source pipeline creates a corresponding Zoho pipeline. Stage ordering, probability, and forecast category are preserved per stage from the source configuration. Multiple pipelines can coexist in Zoho, enabling parallel deal tracking for distinct sales motions or regional teams within a single CRM instance.

Field Pros tasks migrate as Zoho Tasks. Subject, due date, status, and priority map directly. Owner is resolved by email match to Zoho users. Tasks without a valid Zoho user owner are flagged for manual assignment before the full migration commits.

Field Pros events migrate as Zoho Events with start time, end time, all-day flag, and location preserved. Attendee associations map to Zoho's WhoId (Contact/Lead) lookup. Recurring events are squashed per Zoho Bulk Read API limitations and flagged in the migration report.

Field Pros notes migrate as Zoho Notes. Rich-text content is preserved where the source format is compatible. Plain-text notes transfer without transformation. Notes attached to a specific record carry the parent module and record ID link in Zoho. The complete note history remains accessible on each record's detail page after migration completes.

File attachments from Field Pros are downloaded and re-uploaded to Zoho Attachments. Files over 25MB are flagged in the migration report — Zoho's per-file limit requires splitting or compressing before those records can migrate. Inline images in notes are extracted and rehosted as separate attachments.

Field Pros owner records are resolved by email match against Zoho Users. Unmatched owners generate a pre-migration report listing every record that will receive a fallback owner. Your Zoho admin can create missing user accounts before the migration runs to avoid fallback assignment.

Every custom property in Field Pros is assessed by data type — text, number, date, picklist, or boolean. Zoho custom fields are created in the target module before migration using the exact API name (auto-generated snake_case by Zoho). Picklist value mappings are built value-by-value for fields with restricted pick-lists.

Field Pros products or service items map to Zoho Products. Unit price, product code, and description transfer directly. Products linked to Deals in Field Pros become line items in Zoho Quotes and Sales Orders if those modules are active. Inventory quantities and product active status are also migrated when those fields exist in the source system.

Field Pros quotes migrate as Zoho Quotes. Quote number, date, expiry, and line items transfer directly. Tax and discount fields are mapped field-by-field — Zoho's discount model (percent vs. fixed) is selected based on the source field's data type at mapping time.

Emails, calls, and meetings logged in Field Pros are merged into Zoho's activity timeline on the associated Contact or Lead. Original timestamps and owner email are preserved so the activity history reads chronologically from day one in Zoho. Activity type classifications map to Zoho's standard activity kinds for consistent reporting across the migrated dataset.

Field Pros marketing lists or campaign records have no direct Zoho Campaign equivalent in a basic migration. They are preserved as a custom module (Campaign_Source__c) with member list data, and the record links are available for re-associating in Zoho Campaigns manually post-migration.