Migrate from JobTread to Zoho CRM

JobTread Customers map 1:1 to Zoho CRM Accounts. FlitStack maps the Customer name to Account Name and Customer address to the Zoho Account address fields. Parent-company hierarchies in JobTread (if used) map to the Zoho Parent Account lookup. Portal-enabled Customers set the Account type field to 'Customer' for segmentation in Zoho reports.

JobTread Customer Contacts map to Zoho CRM Contacts. Each Contact is linked to its parent Account (the Customer) via the Account Name lookup in Zoho. JobTread allows multiple contacts per Customer; Zoho supports multiple Contacts per Account natively. Email, phone, title, and address fields transfer directly. Owner resolution happens by matching the JobTread contact owner email to a Zoho user.

JobTread Jobs map to Zoho CRM Deals. The Job name becomes the Deal Name, the Job status/stage becomes the Zoho Deal Stage via value mapping, and the estimated value or contract amount maps to Deal Amount. The Job start date maps to the Zoho Expected Close Date (repurposed as job start). Custom fields on the Job — cost codes, work area, permit numbers — migrate as Zoho custom fields on the Deal.

JobTread stages (Estimate, Proposal Sent, Accepted, In Progress, Completed, etc.) map value-by-value to Zoho Deal Stage pick-list values. FlitStack presents the mapping table before migration so your Zoho admin can select matching stage names or create new ones. Stage probabilities and forecast categories are re-applied based on Zoho stage configuration after migration.

JobTread Cost Items (line items with name, unit cost, quantity, and cost group) require a Zoho custom module since Deals have no native line-item structure. FlitStack creates a Cost_Item__c custom module with fields for item name, unit cost, quantity, total cost, and a lookup to the parent Deal. Cost groups from JobTread become a pick-list field on the custom module.

JobTread Vendors map to Zoho CRM Accounts with Account Type set to 'Vendor'. Vendor address, website, and custom fields transfer directly. JobTread vendor-specific data (e.g., trade specialty, insurance expiry) maps to Zoho custom fields on the Account. Vendor records are separated from Customer accounts by type flag, enabling filtered reports and views in Zoho.

JobTread Vendor Contacts map to Zoho CRM Contacts linked to the Vendor Account. Name, email, phone, and title transfer directly. If a vendor contact also appears as a customer contact in JobTread, FlitStack creates a separate Contact record in Zoho linked to the Vendor Account — cross-linked records are flagged for your admin to deduplicate manually if needed.

Every JobTread custom field — text, number, picklist, date, email, phone, URL, yes/no, or address type — is evaluated against Zoho's field type system. Picklist fields in JobTread create picklist fields in Zoho with the same options preserved. Address fields in JobTread split into Zoho's compound address fields (Street, City, State, Zip Code, Country). Multi-value fields require custom handling — FlitStack discusses options with your admin before migration.

JobTread schedule rows (task name, date, duration, assigned crew) map to Zoho Events with subject, start datetime, and duration. Crew assignment becomes a custom field on the Event (Assigned_Crew__c). Multi-day task sequences with dependencies are mapped as separate Events linked by a custom Project_ID__c field for reconstruction in Zoho Projects if needed.

JobTread owner IDs on every record are resolved by matching the owner's email address to an existing Zoho user. FlitStack generates a pre-migration owner resolution report: matched users are assigned directly; unmatched owners are flagged so your team either invites them to Zoho first or assigns records to a fallback owner before the migration commits.

JobTread Workflows (triggers, filters, and actions) are configuration-level constructs that do not store as data records and cannot be extracted for migration. FlitStack exports the workflow definitions as a JSON reference document and a written summary so your Zoho admin or implementation partner can rebuild them in Zoho Blueprint and Workflow Rules. Revenue-critical workflows are rebuilt first.

JobTread file attachments on Jobs, Customers, and Vendors are downloaded and re-uploaded to Zoho CRM as Attachments on the corresponding Deal, Account, or Contact record. Zoho's per-file size limit (25MB) applies — files exceeding this are flagged for manual upload. Inline images in notes are extracted and re-hosted as Zoho attachments.