Migrate from FieldPro to Zoho CRM

FieldPro field workers map to Zoho Users (for login access) and optionally Contacts (for external contractors tracked as CRM records). Email-based matching resolves OwnerId. Internal field workers get full Zoho User licenses; external agents receive Team User roles or Contact records based on your access requirements.

FieldPro outlets — the retail or distribution points your field force visits — map directly to Zoho CRM Accounts. Account.Name carries the outlet name, Account.Phone and Account.Website transfer from FieldPro outlet details. Outlet GPS coordinates migrate to custom latitude/longitude fields on the Account record for territory mapping in Zoho Reports.

FieldPro visit records (check-in timestamps, GPS location at visit, visit outcome) translate to Zoho Tasks (Type: Call) or Events depending on whether the visit was a scheduled appointment. Original visit timestamps are preserved as custom datetime fields on the activity record. Visit outcomes (completed, skipped, rescheduled) are captured in a custom pick-list field.

FieldPro retail-audit data (shelf compliance scores, product facing, inventory levels captured via ISOXML) has no native Zoho CRM equivalent. We migrate audit records as Zoho Notes attached to the relevant Account, with compliance scores and product counts stored in custom fields on the Note or as JSON-serialized data in a long-text field for reference. Rebuilding audit logic in Zoho Creator is the recommended path for ongoing operational continuity.

FieldPro orders map to Zoho Deals (pipeline stage, amount, closing date). If FieldPro stores line-item detail, we create Zoho Products linked to the Deal via Quote or Sales Order records. Order status (pending, confirmed, fulfilled) translates to Deal stage or a custom pick-list. Order totals migrate as Deal.Amount for pipeline reporting.

FieldPro product catalog entries (product name, SKU, unit price, category) migrate to Zoho CRM Products. Product images attached to FieldPro records re-upload to Zoho as attachments on the Product record. Product bundle configurations in FieldPro map to Zoho Product Bundles if your Zoho edition supports them.

FieldPro route plans (ordered outlet sequences, route dates, field-worker assignments) have no direct Zoho CRM object. We create a custom Route_Plan__c module in Zoho, storing route name, date, assigned field worker (lookup to User), and ordered outlet lookups. Individual stops migrate as Tasks with custom route_order field linking back to Route_Plan__c.

FieldPro admin users and team managers map to Zoho CRM Users. Email address is the matching key for owner resolution. Unmatched FieldPro users are flagged before migration — your Zoho admin either creates Zoho user accounts first or reassigns records to a fallback owner. User role mapping follows FieldPro's role hierarchy into Zoho's profiles and roles structure.

FieldPro inventory snapshots (stock levels per outlet per product) require a custom Inventory_Snapshot__c module in Zoho CRM, linked to Account (outlet) and Product lookups. Daily stock deltas are stored as custom number fields. If ongoing inventory tracking is critical, Zoho Inventory (a separate Zoho app) or Zoho Creator is the recommended post-migration complement.

FieldPro file attachments (order PDFs, audit photos, route maps) re-upload to Zoho CRM as Attachments on the parent record (Account, Deal, or Product). File size limits: Zoho caps individual attachments; large files may require Zoho Drive or a file-storage reference link in the CRM record.

FieldPro promotional campaign records (campaign name, start/end dates, assigned outlets, incentive type) map to Zoho Campaigns. Campaign type and status migrate as custom pick-list fields. Actual outlet-level campaign performance data (sell-in volumes, compliance scores) stores in custom fields on Campaign Member records.