Migrate from Field Service Trakker to Zoho CRM

Field Service Trakker customer records map to Zoho CRM Accounts with company name as Account Name, address fields preserved in the standard address compound field, and original create dates held in a custom datetime field since Zoho's CreatedDate reflects migration timestamp.

Contact records from Field Service Trakker transfer to Zoho Contacts linked to the parent Account via Account Name matching. Multiple contacts per customer site — such as site managers, billing contacts, and dispatch coordinators — become separate Contact records with the Account lookup resolving to the primary company record. Phone numbers, email addresses, and job titles transfer to the corresponding Zoho Contact fields, preserving the full contact directory for each service location.

Work orders that represent billable projects or fixed-fee service engagements map to Zoho CRM Deals with the work order number stored in a custom field. Break-fix tickets and customer-reported issues map to Zoho Cases. The mapping rule is applied per the source ticket type classification.

Field Service Trakker technician records containing name, email, phone, certifications, and service territories map to Zoho CRM Contacts with a set of custom fields capturing certifications, assigned territories, and employee status. Active technicians also get a matched Zoho User record for ownership assignment on migrated records.

Zoho CRM has no native Asset module in Standard/Professional plans. We create a custom Equipment module and map serial number, model, install date, and customer linkage as lookup fields to the Account record. Equipment service history from Field Service Trakker becomes Case records linked to the Equipment custom module.

Parts and materials logged against work orders transfer as multi-line entries in a custom Parts_Used__c module linked to the parent Case or Deal, capturing part number, quantity, unit cost, and total. If Zoho Inventory is active, line items map to Inventory items.

When a single customer has multiple service locations in Field Service Trakker, we create one Zoho CRM Account per location rather than collapsing to a single company record. This preserves site-specific work order history and allows per-location reporting in Zoho.

Free-text notes from Field Service Trakker work orders transfer as Note records in Zoho CRM attached to the corresponding Case or Deal. Timestamps and technician names are preserved in the Note metadata for service audit trails. This includes internal dispatch comments, customer-reported issue descriptions, parts substitution details, and resolution summaries — all searchable within Zoho CRM's Notes module and linked directly to the parent service record for complete visibility.

Field Service Trakker invoice records have no direct Zoho CRM equivalent. We preserve invoice number, amount, date, and status as custom fields on the Deal record for reference. If Zoho Books is in use, invoice migration runs as a separate workflow into Zoho Books rather than Zoho CRM.

Every custom property defined in Field Service Trakker gets a corresponding custom field created in the mapped Zoho CRM module before migration. Data type matching applies: text fields to varchar, numeric fields to decimal/integer, date fields to date, pick-lists to picklist with exact value mapping. Zoho's 300-field-per-module limit is validated against the source custom field count during planning.