Migrate from FieldEdge to Zoho CRM

FieldEdge Customer maps directly to Zoho Account. The Customer Name becomes Account Name. Customer type (Residential/Commercial) maps to a custom pick-list field on the Account. Primary address becomes the Account's billing address fields. We migrate the original customer-create date as a custom datetime field since Zoho's Created Time reflects the import timestamp.

Each FieldEdge contact attached to a Customer migrates as a Zoho Contact related to the parent Account via Account Name lookup. Contact name fields map directly. Primary phone maps to Phone; email maps to Email. We flag contacts without an email address for manual review since Zoho requires an email format for some automation triggers.

FieldEdge Locations (service addresses attached to a Customer) merge into the primary Contact record as secondary address fields in Zoho. If a Customer has multiple Locations with different contacts, we create one Contact per Location and link all to the same Account. Your team decides post-migration whether to use Zoho's secondary address feature or create a custom Location module.

FieldEdge Work Orders map to Zoho Deals. The Work Order number becomes the Deal name. Job type and status map to a custom pick-list and Deal Stage respectively. Estimated amount maps to the Deal Amount field. Work Order description migrates as a Note attached to the Deal. If you used multiple pipelines in FieldEdge (e.g., Repair vs. Project), we map each to a separate Zoho pipeline.

Work Order line items (parts, labor, service codes) are consolidated as a Note on the Deal with a formatted text summary because Zoho Deals do not natively support line items unless the Zoho Inventory module is active. If you hold a Professional plan or higher with Inventory enabled, we map line items to Products on the Deal instead.

FieldEdge Employees map to Zoho Users by email match. First name and last name map to the User's corresponding fields. Territory and role information from FieldEdge are preserved as custom fields on the Zoho User record for territory-based routing in Zoho Reports. Active/inactive status maps to the User's active flag. Zoho requires a valid email domain for each User — we flag records without one before migration.

FieldEdge Service Agreements (recurring maintenance contracts) have no direct Zoho equivalent. We map them to a custom 'Service_Agreement__c' module capturing contract name, start/end dates, billing frequency, covered locations, and monthly value. Alternatively, if your team prefers Deal-based tracking, we map each agreement to a Deal with custom fields for renewal terms. Your Zoho admin selects the approach before migration runs.

FieldEdge Invoices map to Zoho Invoices if you hold Zoho CRM Professional or higher with Inventory enabled. Invoice number, date, total amount, and payment status migrate. Historical invoice PDFs are downloaded and re-uploaded as Attachments on the related Account or Contact record. If you do not have Zoho Inventory, invoice records are preserved as Notes with structured text summarizing the invoice data.

FieldEdge equipment records attached to a customer location map to a custom 'Equipment__c' module. Fields include equipment name, model, serial number, install date, and a lookup to the Account representing the customer. Zoho has no native asset-tracking module in standard CRM — this custom module provides the reference point for service history and maintenance scheduling within Zoho.

FieldEdge's QuickBooks integration settings (chart of accounts mapping, invoice sync rules, payment mapping) have no direct Zoho equivalent. We document the existing QuickBooks configuration as a structured reference sheet for your Zoho Books setup. Rebuilding the accounting integration in Zoho Books is a separate configuration step — we provide the field-level mapping so your accountant can replicate the logic.