Migrate from Handyman to Zoho CRM

Handyman Customer records typically store person details (name, phone, email) and company details in one record. We split these: person fields map to Zoho CRM Contact, and business/organization fields map to Zoho CRM Account. The Account is created first; Contact links via the Account Name lookup field. For solo customers without a company, we create a Contact with Account Name matching the customer's last name or business name.

Handyman Jobs are standalone records with status, description, scheduled date, and technician. These map to Zoho CRM Deals: Job name becomes Deal name, Job status maps to Deal stage (using Zoho's Stage picklist), scheduled date maps to Closing Date, and the technician assignment becomes a custom lookup field or the Deal owner. We preserve the original Job number in a custom field for traceability.

Handyman line items for parts and labor map to Zoho CRM Products. Each Product stores the name, unit price, and description. When a Job's line items are attached to a Deal, they appear as line items in the associated Quote or Sales Order within Zoho CRM. We map line item quantities and rates directly to Product unit prices.

Handyman service categories (e.g., Plumbing, Electrical, Carpentry, HVAC) have no direct equivalent in Zoho CRM's standard Deal fields. We create a custom picklist field (Service_Type__c or similar) on the Deal module with the values from Handyman. If Handyman uses multi-select categories, we create a multi-select custom field in Zoho CRM.

Handyman technician records map to Zoho CRM Users. We match by email address — each technician with an email in Handyman becomes a Zoho CRM User with the same email. Technicians without email addresses are flagged; your admin either creates Zoho users for them or assigns their Jobs to a fallback user.

Handyman property addresses map to Zoho CRM Account's standard address fields (Street, City, State, Postal Code, Country). If Handyman stores multiple addresses per customer (billing vs. service address), we create a custom address field on Account for the secondary address. Property-specific notes (e.g., gate code, parking instructions) migrate to a custom text field.

Handyman job notes and internal comments migrate as Zoho CRM Notes attached to the corresponding Deal. Original timestamps and author information are preserved. If the Handyman note author has a matching Zoho User, the note ownership reflects that user; otherwise, it attaches to the admin performing the migration.

Handyman invoices map directly to Zoho CRM Invoice records, linked to the corresponding Deal. Invoice number, amount, status, and due date are preserved. If you use Zoho Books for accounting, we recommend migrating invoices to Zoho Books instead of Zoho CRM Invoices to maintain proper accounting relationships — this requires an additional step using Zoho Books API.

Handyman payment records (partial payments, payment method, payment date) map to custom fields on Zoho CRM Invoice. For full accounting functionality, we recommend migrating payments to Zoho Books rather than storing them in CRM. If you only need payment status, we create an Invoice Payment Status custom field in Zoho CRM.

Handyman custom fields for customer preferences (e.g., 'Preferred Contact Method', 'Pet in Home', 'Property Type', 'Preferred Technician') migrate to custom fields on Zoho CRM Contact or Account. We create these fields during the pre-migration schema setup phase, matching data types (text, picklist, date, checkbox) exactly.

Handyman custom fields capturing job-specific data (e.g., 'Materials Used', 'Warranty Period', 'Customer Signature', 'Photos Attached') map to custom fields on Zoho CRM Deal. File attachments (photos, signed forms) are downloaded from Handyman and re-uploaded to Zoho CRM as Attachments linked to the Deal.

Handyman scheduled appointments map to Zoho CRM Events: start time and end time are preserved, the assigned technician links to the Event owner, and the Deal is linked via the Related To field. If Handyman stores all-day events or multi-day job windows, we create a custom field for job duration.

Handyman task items (e.g., 'Follow up with customer', 'Order parts') migrate as Zoho CRM Tasks linked to the corresponding Deal. Task subject, status, due date, and priority are mapped directly. Completed status maps to Zoho's 'Completed' task status. If Handyman stores recurring tasks, we create a recurring pattern in Zoho CRM using the Task’s Recurrence feature, preserving the frequency and end condition.

If your Handyman platform stores pre-converted leads (inquiries that haven't become customers yet), these migrate to Zoho CRM Leads module. Lead fields (name, email, phone, source, notes) map directly. Zoho CRM's Lead conversion process then creates the Account and Contact when the prospect becomes a customer.

Handyman file attachments (photos, signed documents, invoices PDFs) are downloaded and re-uploaded to Zoho CRM Attachments. Each attachment is linked to the parent record it belonged to in Handyman (Deal, Contact, or Account). File size limits apply: Zoho CRM attachments have per-file limits based on edition.