Migrate from MobiWork to Zoho CRM

MobiWork Customers (companies) map to Zoho CRM Accounts. Address fields, phone, email, and website transfer as direct field values. The original Customer ID is stored as Source_Customer_ID__c for traceability and delta-run de-duplication. Parent-company hierarchies in MobiWork map to the Account.Parent_Account lookup in Zoho CRM, preserving organizational structure across both platforms.

Individual contact records within a MobiWork Customer map to Zoho CRM Contacts. MobiWork contact name, phone, email, and job title transfer directly. Each Contact is linked to its parent Account via Account_Name lookup. This mapping requires the Account migration to complete first so the Account lookup resolves correctly during the Contact load phase.

MobiWork Work Orders map to Zoho CRM Tasks with Subject, Status, Priority, and Due Date fields. The original Work Order number is preserved as a custom field (Original_WO_Number__c). Task owner resolves to the technician user in Zoho by email match.

MobiWork Work Orders with specific start and end times map to Zoho CRM Events for calendar visibility. Event subject carries the Work Order description; technician assignment carries over as the Event owner via email-matched user resolution. The All-Day flag is set to false for time-specific appointments to preserve scheduling precision across the migration.

MobiWork Quotes with line items map to Zoho CRM Quotes. Quote name, total amount, status, and validity date transfer directly. Line items require Zoho Products to exist first in the target system — the migration pre-creates Products from MobiWork service catalog entries to ensure line item mapping resolves correctly during the Quote load.

MobiWork Invoices map to Zoho CRM Invoices with invoice number, amount, due date, and status. Payment status is mapped from MobiWork's payment capture state (Paid, Unpaid, Partial, Due). MobiWork payment records from Clearent and Stripe integrations are stored as custom payment notes in Zoho for historical reference.

MobiWork Schedules represent technician time blocks and dispatch assignments. They split into a Zoho CRM Task for the work item and an Event for the calendar slot. Dispatch status maps to Zoho Task Status pick-list values to maintain operational visibility across the migration.

MobiWork Electronic Form data (pictures, signatures) attached to Work Orders migrate as Zoho CRM Attachments linked to the corresponding Task record. Pictures download from MobiWork blob storage and re-upload as standard image files; signature data re-uploads as PNG or PDF format for document compliance.

MobiWork Parts & Services Catalog entries map to Zoho CRM Products. Product name, SKU, unit price, and stock level transfer directly as field values. Inventory quantity from MobiWork becomes the Product's Reorder Level field, enabling Zoho inventory alerts post-migration.

MobiWork Recurrent Services and Service Contracts have no direct Zoho CRM equivalent at base tier. They migrate as a Zoho custom module (Service_Contracts) with contract terms, frequency, and related Contact/Account lookups. Recurrence logic must be rebuilt as Zoho Workflow macros or Deluge scripts post-migration.

MobiWork technicians and office users map to Zoho CRM Users by email address lookup. Active/inactive status transfers directly. Unmatched MobiWork users are flagged for Zoho User creation before migration runs, or assigned to a fallback owner to prevent orphan record assignments during the data load phase.

If MobiWork CRM module (HubSpot or Salesforce connection) stored leads, those records migrate to Zoho CRM Leads with all standard fields intact. Lead source and status map to Zoho pick-list values for immediate usability in Zoho's sales pipeline workflows.

Any MobiWork custom fields per module require pre-creation in Zoho CRM as _C suffixed fields before migration runs. FlitStack generates a Zoho field creation plan listing each custom field's data type, pick-list values, and target module, ensuring schema alignment before data transfer begins.

MobiWork payment capture records (Clearent/Stripe transaction IDs, amounts, timestamps) have no native Zoho CRM equivalent. They are preserved as custom multi-line text fields on the corresponding Invoice record for audit reference and reconciliation purposes.