Migrate from Fieldmagic to Zoho CRM

Fieldmagic Customers map directly to Zoho Accounts. Both store company name, address, phone, website, and industry classification. The primary contact on the Account becomes the Account's main contact; additional contacts migrate to the Contacts module linked by Account Name. During migration, we validate that required Account fields are populated and map any missing industry values to a default pick-list entry.

Fieldmagic Contacts map to Zoho Contacts 1:1. Email, phone, mobile, job title, and address fields translate directly. Contacts with no primary customer association attach to a placeholder Account to satisfy Zoho's required Account Name lookup. Owner resolution uses email matching against Zoho Users — any technician email not found in Zoho gets flagged for admin review before the migration run commits.

Zoho CRM has no native Sites module. Fieldmagic's Site records — containing site code, service address, site-specific notes, and contact assignments — migrate as a Zoho custom sub-form on Accounts or as custom fields. Site-to-customer linking preserves via Account lookup. Your admin chooses the layout before migration runs.

Fieldmagic Jobs map to Zoho Deals at the header level (Job name, estimated amount, priority) plus Zoho Tasks for each job activity. Job status values (Unscheduled, Scheduled, In Progress, Complete, Invoiced) map to Zoho Deal Stage values via a value-mapping table built during the planning phase. Line-item billing migrates to Zoho Quote.

Fieldmagic job statuses must map one-by-one to Zoho Deal Stages. Each Fieldmagic status value receives a corresponding Zoho Deal Stage label from your customized pick-list during planning. We preserve the mapping table in the migration plan for reference. Stage change timestamps from Fieldmagic's job history migrate as custom datetime fields on the Deal for reporting continuity.

Fieldmagic Assets map to Zoho Equipment. Asset name, asset code, serial number, make, model, and purchase date transfer directly. The asset's linked Customer becomes the Equipment's Account link. Zoho Equipment does not support multi-level hierarchy — parent-child relationships in Fieldmagic flatten to Zoho's single-level Parent Equipment lookup.

Fieldmagic's Asset Type classification (HVAC, Plumbing, Electrical, etc.) migrates as a custom pick-list field on Zoho Equipment. If Asset Types are hierarchical in Fieldmagic, the category path collapses to a dot-separated string in Zoho (e.g., 'HVAC.Air Conditioning.Split System'). This approach preserves the full classification while fitting Zoho's flat pick-list structure.

Fieldmagic Quotations map directly to Zoho Quotes. Quote number, quote name, date, expiry, subtotal, tax, and total amount translate directly. Quote status (Draft, Sent, Accepted, Lost) maps to Zoho Quote Stage via value mapping. Custom fields on quotes migrate as Zoho Quote custom fields.

Each Fieldmagic quote line item (product/service, quantity, unit price, discount, tax, total) maps to a Zoho Quote Line Item record linked to the parent Quote. The product lookup references Zoho Products. Discount format converts from Fieldmagic's decimal notation to Zoho's percentage or amount field.

Fieldmagic job notes, service history, and communication logs map to Zoho Tasks with Type='Note' or to the Deal's Notes section. Timestamps and owner assignments preserve from Fieldmagic to maintain audit trail continuity. Activity descriptions exceeding Zoho's 32,000-character Notes limit truncate at the boundary, with a warning logged for admin review.

Fieldmagic file attachments on Jobs, Assets, or Customers re-upload to Zoho as Attachments on the corresponding Deal, Equipment, or Account record. File size limits apply — Zoho caps individual attachments at 25MB. Inline images in notes extract and rehost separately.

Fieldmagic contract pricing agreements — fixed-rate service contracts, hourly rate schedules, and material markups — do not have a native Zoho CRM equivalent. We create a Contracts custom module and migrate contract name, customer link, rate schedule, and effective dates. Billing line items map to Quotes or Invoices if Zoho Books is also deployed.