Migrate from Jobber to Zoho CRM

Jobber Clients map directly to Zoho CRM Contacts. The client's primary email, phone, and name fields map to Zoho Contact fields (First_Name, Last_Name, Email, Phone). Jobber also stores a company name on the client — this maps to a Zoho Account record, and the Contact is linked via the Account_Name lookup. FlitStack resolves the Account first, then creates the Contact with the Account linkage.

Jobber Clients can store multiple email addresses (primary, billing, site contact). Zoho CRM Contact has one primary Email field and a secondary email field (Secondary_Email). Additional emails beyond those two are stored in a custom multi-line text field (Alternate_Emails__c) for reference. No email address is dropped — all are preserved in Zoho CRM.

Jobber Properties — the service locations attached to clients — map to Zoho CRM Accounts. The property address (street, city, state, postal code, country) maps to the Account's Mailing Address fields. Property name becomes the Account Name. A custom field (Property_Type__c) is created in Zoho to distinguish service-location accounts from company-entity accounts, since Jobber Properties and Clients are separate entities but both map to Zoho Accounts.

In Jobber, a Client can have multiple Properties. In Zoho CRM, a Contact is linked to its primary Account via Account_Name, and additional property locations are represented as separate Account records with a custom Client_Link__c field that stores the source Jobber Client ID. This preserves the many-to-many relationship without data loss. FlitStack generates a junction table during extraction to handle this mapping.

Jobber Quotes are converted into Zoho CRM Quotes linked to Deals (Potentials). The Quote's total amount, status (Draft, Sent, Accepted, Declined, Expired), and acceptance date map to the linked Deal's Amount, Stage, and Close Date. Zoho Quotes inherit the Deal's Account and Contact. Quote line items — each product or service with quantity, unit price, discount, and tax — are migrated as Zoho Quote Line Items referencing Zoho Products.

Jobber Quote line items (service description, quantity, unit price, tax rate, discount amount) merge into Zoho CRM Products (item name, unit price) linked to Quote Line Items (quantity, list price, discount). If the same service appears across multiple Jobber quotes, FlitStack de-duplicates and creates a single Zoho Product record, linking it to all relevant Quotes. This prevents price-book proliferation and enables Zoho's pricing-tier features.

Jobber Jobs map to Zoho CRM Tasks (for discrete action items) and Events (for scheduled site visits with start/end times). The Job's scheduled date and time map to Event Start_Time and End_Time. The assigned team member maps to the Task or Event Owner via email lookup against Zoho CRM Users. Job status (New, In Progress, Completed, On Hold, Cancelled) maps to a custom pick-list field (Job_Status__c) on the Task, since Zoho Tasks use a Status field with different values (Not Started, In Progress, Completed, Deferred, Waiting).

Jobber Invoices map to Zoho CRM Invoices (available in Professional and above). Invoice number, issue date, due date, subtotal, tax, total amount, and payment status map field-by-field. Paid invoices are marked as Paid in Zoho Invoice Status. Unpaid invoices carry their Jobber payment terms. Line items on the Jobber invoice map to Zoho Invoice Line Items, maintaining the product-service breakdown from the original quote.

Jobber Team Members map to Zoho CRM Users via email address resolution. First name, last name, email, phone, and role (Admin, Manager, Technician) are mapped to Zoho User fields. Jobber role information is stored in a custom pick-list field (Jobber_Role__c) on the Zoho User record, since Zoho User profiles handle permissions rather than business-role terminology. Unmatched Team Members (no corresponding Zoho user invite) are flagged before migration.

Jobber custom fields on Clients, Properties, Quotes, Jobs, Invoices, and Team Members require custom field creation in Zoho CRM before migration. FlitStack inspects the Jobber API for custom field definitions (field label, data type, pick-list values if any), creates the equivalent Zoho custom field via the Zoho CRM API (POST /settings/fields?module={module}), and then maps the data. Date, number, text, and pick-list types map cleanly; multi-select pick-lists from Jobber map to Zoho multi-select fields.

Jobber notes attached to Clients, Properties, Jobs, or Quotes migrate to Zoho CRM Notes on the corresponding record. File attachments (photos, PDFs, signed documents) are downloaded from Jobber's file storage and re-uploaded to Zoho CRM Attachments on the mapped record. Original upload timestamps and attaching user are preserved in Zoho's Created_Time and Created_By fields.

Jobber Automations (quote follow-up reminders, job status notifications, client communication triggers) do not have a Zoho CRM equivalent at the data level. These must be rebuilt in Zoho CRM using Blueprint and Workflow Rules. FlitStack exports the Jobber automation definitions as a JSON configuration document that a Zoho consultant or admin can use as a rebuild reference.